Senior Global Treasury Implementation Associate

First Citizens Bank; Salt Lake City (UT); Hybrid; USD 87,000 - 117,000; Full time

Job summary

First Citizens Bank is seeking an Advisor on the Payment Solutions Implementation team to coordinate client implementations and training for treasury and payment solutions. This client-facing trainer role works hybrid, collaborating with internal stakeholders and external partners to ensure seamless deployments and adoption.

You will manage implementation plans, support cross-functional teams, and uphold compliance while delivering high-quality service across the bank and to clients.

Qualifications

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

Responsibilities

• Implementation Strategy and Execution - Develop and execute implementation plans for treasury and payment solutions. Coordinate with internal teams to ensure seamless integration of services.
• Client Relationship Management - Serve as the primary point of contact for clients during the implementation process and provide ongoing support.
• Process Optimization and Documentation - Identify areas for improvement and maintain delivery guides and best practice documentation.
• Cross-functional Collaboration - Work with sales, product, and technical teams to align on objectives and support marketing materials.

Skills

Client training

Digital banking

Quality auditing

Treasury knowledge

Attention to detail

Treasury operations

Regulatory knowledge

Implementation methods

Education

Bachelor's Degree

High School Diploma or GED

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.