Treasury Implementation Specialist

TowneBank; Charlotte (NC); On-site; USD 48,000 - 60,000; Full time

Job summary

TowneBank in Charlotte, NC is seeking a Treasury Services Implementation Specialist to lead onboarding of members into Cash Management products such as ACH Origination, Wire Transfers, Online Banking, and more. The role requires guiding clients through setup, training, and ongoing service maintenance to ensure accurate entitlements and timely implementation.

Responsibilities include conducting training sessions, resolving issues via ServiceNow, and escalating when needed, while complying with

Qualifications

• 1+ years of bank operations experience (within last 10 years).
• 2+ years experience with PC-based software applications.
• Excellent verbal and written communication skills.
• Intermediate proficiency in Word, Excel, and Outlook.
• Accurate and detail-oriented with strong time management.
• Motivated, organized self-starter with multi-tasking ability.
• Ability to troubleshoot and work both independently and in teams.

Responsibilities

• Onboard TowneBank members into Treasury/Cash Management products and services.
• Schedule and conduct training for members via video, phone, or in person.
• Fulfill service maintenance requests and adjust entitlements and permissions.
• Adhere to service level agreements to ensure timely implementations.
• Stay informed on Treasury Management product changes and participate in testing.
• Provide member support via phone, email, and tickets; escalate when needed.

Skills

Bank operations

Customer service

Verbal communication

Written communication

Time management

Multitasking

Attention to detail

Teamwork

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

ServiceNow

Job description

United States, North Carolina, Charlotte

TowneBank is a relationship and friendship driven local bank focused on basic human values that will serve to create a warm sense of belonging and financial well-being among our family of members. We are seeking a Treasury Services Implementation Specialist who will be responsible for the successful onboarding of TowneBank members into a variety of Treasury Services including ACH Origination, Wire Transfers, Account Analysis, Corporate Online Banking (including Bill Pay), Positive Pay, Remote Deposit Capture (RDC), and other Cash Management products.

The good-faith compensation range for this role is expected to be $48,000-60,000 based on the role, market, internal equity, and candidate qualifications.

• Provide a superior experience to members during the implementation phase of onboarding into various Cash Management products, ensuring accuracy and quality in the setup of service parameters and entitlements within the service platform.
• Schedule and conduct training for members on the setup and use of cash management services via video and phone conference or in person.
• Fulfillment of service maintenance requests which may include but may not be limited to modification of service entitlements, limits, user permissions and accounts.
• Adherence to established service level agreements to make sure services are implemented in a timely fashion.
• Understand Treasury Management products and how they operate, including staying abreast of system functionality changes as enhancements and/or releases are deployed. This may include participation in testing, taking training courses and attending meetings.
• Actively engage in providing support to members via incoming phone calls, emails and tickets received from the Bank's ticketing system, ServiceNow.
• Effectively resolve problems or issues and *escalate* promptly to optimize member experience.
• Performs other duties and departmental functions as assigned.
• Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).

Minimum Required Skills & Competencies:

• 1+ years of bank operations experience within the most recent ten years.
• 2+ years of experience working with PC based software applications.
• Excellent verbal and written communication skills; demonstrated ability to communicate with others professionally and tactfully, presenting information clearly and effectively.
• Intermediate level proficiency with Microsoft Word, Excel, and Outlook
• Accurate and detail-oriented, able to multi-task and prioritize using strong time management skills.
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities.
• Ability to troubleshoot issues politely, patiently, and thoroughly with members, primarily via phone conversation.
• Ability to work independently and in team environments with good interpersonal skills.
• Flexibility and adaptability to change

Desired Skills & Competencies:

• Knowledge and understanding of Treasury /Cash management products and services, including but not limited to Online Banking platforms, ACH Origination and Receiving, Wire and Bank Operations.
• Previous experience in training others.
• 3+ years of bank operations experience, preferably in a Treasury/Cash Management area of a financial institution.

Physical Requirements:

• Express or exchange ideas by means of the spoken word via email and verbally.
• Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
• Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
• Not substantially exposed to adverse environmental conditions.
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.