Treasury Implementation Lead - Client Training & Delivery

First Citizens Bank; Raleigh (NC); Hybrid; USD 87,000 - 117,000; Full time

Job summary

First Citizens Bank is seeking a client-facing trainer to coordinate implementations and training for cash management solutions. The role requires working with internal teams and external vendors to ensure smooth delivery and compliance, while enabling revenue opportunities through product adoption.

The ideal candidate has experience in client training, digital banking, and treasury operations, with a strong focus on attention to detail and cross-functional collaboration.

Qualifications

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

Responsibilities

• Implementation Strategy and Execution - develop plans and coordinate integration.
• Client Relationship Management - primary client contact during implementation; drive product adoption and referrals.
• Process Optimization and Documentation - improve implementation processes; create guides and best practices.
• Cross-functional Collaboration - align with Sales, Product, and Technical teams; support marketing materials and client communications.

Skills

Client Training Delivery

Digital Banking Expertise

Quality Control Auditing

Treasury product knowledge

Implementation methodologies

Project management

Client training & education

Technical troubleshooting

Treasury operations

Regulatory awareness

Education

Bachelor's Degree

High School Diploma or GED/Equivalent

Job description

First Citizens Bank is seeking a client-facing trainer to coordinate implementations and training for cash management solutions. The role requires working with internal teams and external vendors to ensure smooth delivery and compliance, while enabling revenue opportunities through product adoption.

The ideal candidate has experience in client training, digital banking, and treasury operations, with a strong focus on attention to detail and cross-functional collaboration.