Treasury Implementation Specialist - Smooth Onboarding

Regions Bank; Birmingham (AL); On-site; USD 39,000 - 48,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Disability Benefits

Health Savings Account

Life Insurance

Parental Leave

Employee Assistance Program

Associate Volunteer Program

Job summary

Regions is seeking a Treasury Management Implementation Product Specialist in Hoover, Alabama. The role partners with Treasury Management sales and business clients to ensure services are implemented quickly and accurately.

Key responsibilities include coordinating with sales, performing data entry, validating documentation, and guiding implementations to completion. Requires strong communication, MS Office skills, and customer service experience.

Qualifications

• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Works directly with the Treasury Management sales team and clients to assist with the implementation of products and services
• Performs data entry and validation within multiple, complex, or integrated Treasury Management Applications
• Works within the implementation workflow system to document progress of implementation, complete with updated notes as applicable
• Validates required documentation, authorizations, and approvals are all accurately completed and included with implementation requests
• Provides follow-up communication to the Treasury Management sales team when required information is incomplete or inaccurate
• Serves as the liaison between Regions’ clients, Operations, Technology, and bank vendor partners as necessary
• Documents, manages, tracks, and drives implementations through completion
• Ensures a smooth transition for clients from the implementation team to Client Services upon project completion when applicable
• May support complex, high value, and one-off special requests while developing insight, technical expertise and an analytical ability to complete the implementation set-up

Skills

Verbal communication

Written communication

Microsoft Office Suite

Education

High School Diploma or GED

Tools

Microsoft Office Suite

Job description

Regions is seeking a Treasury Management Implementation Product Specialist in Hoover, Alabama. The role partners with Treasury Management sales and business clients to ensure services are implemented quickly and accurately.

Key responsibilities include coordinating with sales, performing data entry, validating documentation, and guiding implementations to completion. Requires strong communication, MS Office skills, and customer service experience.