TM Onboarding Specialist I

• Identify clients requirements and provide subject matter expertise regarding product onboarding and file transmittal data mapping.
• Create and Manage project plans and timelines to ensure the client is in production by requested go live date.
• Provide matrix leadership to cross-functional teams to accomplish project tasks and timelines
• The ability to communicate and share information in a way that leads to meaningful conversations and to be efficient in addressing the real issue and finding the best path forward.
• Implement business processes and configuration necessary to meet client requirements.
• Execute all necessary onboarding agreements, contracts, and exhibits in order to adhere to all audit requirements.
• The ability to overcome new challenges, provide concrete results of your engagement and ability to anticipate and proactively take initiative to qualify a problem or challenge resulting in a (creative) solution.
• Proactively identifies, evaluates, recommends, and implements changes to operational processes/procedures resulting in departmental efficiencies.
• Manages and leads productive client onboarding and post Onboarding meetings with all involved parties.
• Work with vendors for third party services by managing expectations and monitoring deliverables.
• Must be able to work independently and manage workflow and expectations with little oversight.
• Some travel required for onsite client meetings.
• Maintains up-to-date knowledge of competitors' products and pricing in the market.

Who You Are

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required.
• Knowledge of treasury management products, functions, support systems and related policies, procedures, and regulatory issues
• 3 + years of previous implementation/project management experience with ACH, Wire, Positive Pay, Remote Deposit Capture, Lockbox, Bill Pay, File Mapping etc.
• Ability to work independently with an analytical aptitude
• Attention to detail and the ability to manage multiple priorities
• Excellent written and verbal communication skills a must; candidate should be able manage internal and external relationships effectively
• A track record of gaining an understanding of client needs and delivering excellent customer service
• Ability to self-prioritize and excellent time management skills
• Strong planning, project organization skills and attention to detail
• Proficient with Microsoft Word, Excel, Outlook, Salesforce and Commercial Center