Premier Treasury Implementation Specialist

United Community

Orlando (FL)

On-site

USD 50,000 - 68,000

Full time

28 hours ago
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Job summary

United Community seeks a Treasury Premier Implementation Officer to lead onboarding, implementation, and ongoing support for its top commercial and middle-market clients in Orlando. You will coordinate with RTSO, manage multi-project implementations, and ensure a high-touch, white-glove service experience.

Responsibilities include opening accounts, resolving onboarding issues, conducting discovery sessions, and guiding customers from kickoff to go-live while collaborating with sales, operations,

Qualifications

  • Minimum 5 years’ experience in Treasury Management or related financial services.
  • Experience implementing treasury products for business customers.
  • Experience with commercial and middle-market clients preferred.
  • Strong project management and relationship-building experience.
  • Ability to analyze business processes and recommend solutions.

Responsibilities

  • Lead onboarding and implementation for top commercial customers.
  • Coordinate with RTSO and internal teams to deliver treasury solutions.
  • Manage multiple implementation projects and meet SLAs.
  • Conduct discovery sessions to understand workflows and requirements.
  • Provide white-glove service and ensure successful customer adoption.

Skills

Treasury management knowledge
Customer relationship management
Project management
Communication skills
Analytical thinking
Microsoft Office

Education

Bachelor's degree in business, Finance, Accounting, Banking, or related field

Tools

Q2
Fiserv
CRM systems

Job description

United Community seeks a Treasury Premier Implementation Officer to lead onboarding, implementation, and ongoing support for its top commercial and middle-market clients in Orlando. You will coordinate with RTSO, manage multi-project implementations, and ensure a high-touch, white-glove service experience.

Responsibilities include opening accounts, resolving onboarding issues, conducting discovery sessions, and guiding customers from kickoff to go-live while collaborating with sales, operations,

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