Senior Global Treasury Implementation Associate

First Citizens Bank; Phoenix (AZ); Hybrid; USD 87,000 - 117,000; Full time

Job summary

First Citizens Bank seeks an Advisor on the Payments Solutions Implementation team to coordinate client implementations and deliver training for treasury and payment solutions in a hybrid work environment. You will be the primary client contact during implementations, address concerns, and drive product adoption while identifying cross-selling opportunities with internal partners.

Collaborating with sales, product, and technical teams, you will help document processes, develop guides, and ensure

Qualifications

• Bachelor's Degree or GED with required experience.
• 1 year experience with Bachelor's path or 5 years with High School path.

Responsibilities

• Implementation Strategy and Execution - Develop and execute implementation plans for treasury and payment solutions.
• Client Relationship Management - Serve as the primary contact for clients during the implementation and ensure product adoption.
• Process Optimization and Documentation - Develop guides and best practice documentation; collaborate on feature enhancements.
• Cross-functional Collaboration - Work with sales, product, and technical teams to align objectives and draft client communications.

Skills

Client Training Delivery

Digital Banking Expertise

Quality Control Auditing

Implementation Expertise in Financial

Attention to detail

Treasury product knowledge

Implementation methodologies

Client training and education

Technical troubleshooting

Treasury operations knowledge

Regulatory knowledge

Project management familiarity

Education

Bachelor's Degree

High School Diploma or GED/Equivalent

Job description

Overview

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. The Payment Solutions Implementation team is responsible for coordinating client implementations and training for various cash management solutions that the bank provides. We have an exciting opportunity for an Advisor on the team as a client-facing trainer. This role is responsible for coordinating client implementations and training for various cash management solutions. Works closely with internal stakeholders and external Third-Party Vendors in delivering service excellence. Ensures adherence to compliance processes and procedures to mitigate reputation or financial risk for the bank. This is an exceptional opportunity for someone who thrives on making a meaningful impact for our clients and across the bank. The right candidate for this role will advocate for our clients and will participate in cross-functional collaboration while encouraging open and transparent dialogue across the organization, resulting in a culture of teamwork and trust.

Responsibilities & Qualifications

• Implementation Strategy and Execution - Develop and execute implementation plans for treasury and payment solutions. Coordinate with internal teams to ensure seamless integration of services. Manage project timelines and resources to meet client expectations.
• Client Relationship Management - Serve as the primary point of contact for clients during the implementation process. Address client concerns and provide ongoing support throughout the implementation lifecycle. Ensure product adoption to commence revenue generation. Identify cross-selling opportunities to refer to our internal partners.
• Process Optimization and Documentation - Identify areas for improvement in the implementation process and propose solutions. Develop and maintain Delivery guides and best practice documentation. Collaborate with product teams to enhance product features based on implementation insights.
• Cross-functional Collaboration - Work closely with sales, product, and technical teams to ensure alignment on implementation objectives. Participate in internal meetings to share implementation insights and contribute to strategic planning. Support the development of implementation-related marketing materials and client communications.

Basic Qualifications

Bachelor's Degree and 1 year experience
-OR-
High School Diploma or GED/Equivalent and 5 years' experience

Additional Information

Position Specific Skills

• Client Training Delivery
• Digital Banking Expertise
• Quality Control Auditing
• Work Experience Implementation Expertise in Financial Services
• Attention to detail
• Treasury product knowledge
• Implementation methodologies
• Client training and education
• Technical troubleshooting
• Strong understanding of treasury operations and payment systems implementation processes
• Familiarity with project management methodologies and tools
• Knowledge of regulatory requirements affecting treasury and payment implementations

The base pay for this position is generally between $87,000.00 and $116,800.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.