Senior Global Treasury Implementation Associate

First Citizens Bank; Charlotte (NC); Hybrid; USD 70,000 - 100,000; Full time

Job summary

First Citizens Bank is seeking a Senior Associate for the Payment Solutions Implementation (PSI) team in Charlotte, NC. You will guide clients through the treasury management product implementation process, including technical advice, testing, and collaboration with internal and external partners to ensure compliant, successful rollouts.

Typical responsibilities include coordinating activities, training clients, and contributing to process improvements, with a focus on clear communication and

Qualifications

• Bachelor's Degree with 1 year of commercial banking experience OR High School Diploma with 5 years of commercial banking experience.
• Ability to manage a high-volume, client-facing environment.
• Strong advisory skills to clients and internal partners based on product knowledge and processes.
• Knowledge of financial services, cash management products, and bank operations.
• Familiarity with global treasury cash management and online banking platforms.

Responsibilities

• Coordinate all implementation activities with clients, internal bank teams, and external partners to ensure timely implementations.
• Set clear goals and deadlines, monitor progress, and address obstacles promptly.
• Troubleshoot and resolve client issues during setup and post-implementation warranty period.
• Provide product training to clients as needed.

Skills

Client interactions

Implementation

Product knowledge

Problem solving

Communication

Education

Bachelor's Degree

High School Diploma or GED

Tools

PowerPoint

Microsoft Excel

Microsoft Teams

Visio

Microsoft Project

Job description

Overview

The Payment Solutions Implementation team is responsible for leading the implementation of the various cash management products and coordinating the effort with clients and various internal teams and vendors. We have an exciting opportunity for a Senior Associate on the Payment Solutions Implementation (PSI) team.

The PSI Senior Associate will lead clients through the product implementation process for simple and complex treasury management solutions. The process includes but is not limited to technical advice, file testing, troubleshooting and identifying cross-sell opportunities where applicable. The PSI Senior Associate will ensure adherence to compliance processes and procedures to mitigate reputational or financial risk to the bank.

This role also provides opportunities to participate in cross-functional projects, product go-to-market and process enhancement activities while encouraging open and transparent dialogue across the organization resulting in a culture of teamwork.

Key Responsibilities include:

• Manage and coordinate all implementation activities with clients, appropriate internal bank teams, and any external partner to support smooth, accurate and timely implementations.
• Ensure that goals and timelines are communicated up front, deadlines are being met, and potential obstacles are identified and addressed in a timely manner.
• Responsible for trouble shooting/resolving client issues during the implementation set up and post implementation warranty period.
• Provide product training to clients as needed.
• Participate in UAT testing, development of product and process materials and other process improvement initiatives within the team or in collaboration with cross-functional stakeholders

Qualifications

Minimum Required Education and Experience: Bachelor's Degree and 1 years' experience in commercial banking OR High School Diploma or GED/Equivalent and 5 years' experience in commerical banking.

Preferred Qualifications

• Ability to successfully and effectively perform in a high-volume of client interactions.
• Solid implementation experience and proven ability to successfully compete a project from beginning to end.
• Has the ability to advise and make recommendations to clients and internal partners based on product knowledge, process and what is best for the client.
• Possess knowledge related to the financial services industry, with background in, client services, cash management product and service implementations, and bank operations.
• Possess knowledge of global treasury cash management, domestic and international treasury management services, including but not limited to online banking platforms, direct transmission, SWIFT, account reporting, and cash management collection and disbursement.
• Capable of researching issues and collaborating to formulate recommendations.
• Excellent detail, organizational, multi-tasking, facilitation, influence and prioritization skills.
• Strong communication skills, both written and verbal.
• Strong problem-solving and analytical skills. Ability to do root-cause analysis, proactively identify issues and inter-dependencies, and to devise effective solutions.
• 5+ years of banking experience
• Proficiency with project management and communication tools, including PowerPoint, Microsoft Excel, Microsoft Teams, Visio, Microsoft Project

Additional Information

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

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