Treasury Management Analyst

Socket.dev; Town of Florida (NY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Socket.dev is seeking a Technical Implementation Consultant to own the client onboarding experience for treasury implementations, coordinating with clients and internal teams to deploy complex treasury solutions. You will guide customers on technical usage and ensure a smooth transition to ongoing support.

Role requires strong technical and project management skills, with experience in file specs, testing, and customer communication.

Qualifications

• Five years of treasury management experience including working with technical products and solutions.
• Experience with file testing methodologies; treasury workstations/systems; and client-facing project management.

Responsibilities

• Oversee the implementation of treasury solutions, including technical requirements for file transmissions; ensure on-time delivery within scope.
• Document integration processes and coordinate testing to meet quality standards; manage expectations with clients and partners.
• Clarify expectations of the implementation process, assess scope with sales and technical teams, translate business requirements into technical specs.
• Demonstrate problem solving and sound judgment; maintain project documentation and timely client communications.
• Coordinate deployment of treasury products with onboarders and sales; ensure alignment with vendor requirements and stakeholder communication.
• Recognize and report risk within own area; comply with policies, laws, and risk controls; escalate violations as needed.
• Perform other related duties as required.

Skills

Strong technical background and PM

Interpret file specifications

Translate requirements

Organizational skills

Customer service skills

Professional communication

Problem solving & negotiation

Team collaboration

Word processing & spreadsheets

Education

High School Diploma or Equivalent; College degree preferred

Job description

Job Summary:

The Technical Implementation Consultant will own the client’s technical onboarding experience during the treasury implementation process for products and services technical in scope. Oversees the deployment of intricate technical treasury solutions, ensuring a seamless and exceptional client experience by collaborating with clients and key internal stakeholders. Provides clients with clarity on how to effectively utilize the technical aspects of treasury solutions, setting the tone for optimum use of the services.

Job Duties and Responsibilities:

• Oversee the implementation of treasury solutions, including technical requirements for file transmissions. Ensures projects are delivered on time, within scope, meet client expectations, and communicated to all relevant internal and external parties. Oversees the deployment of identified solutions, ensuring requirements are clear to the client, including file formats and customization as applicable.
• Documents integration processes to adhere to Synovus and vendor requirements. Coordinates and conducts the testing phase to ensure solutions meet expected quality standards. Manages client and internal partner expectations by establishing timeliness and dependencies with the goal to collectively exceed client expectations.
• Ensures clients and internal partners are clear on the expectations of the implementation process which includes but not limited to setup, testing services, and transition to appropriate customer service support. Assesses scope of client requests in partnership with sales and technical sales consultants to ensure translation of business requirements into detailed technical specifications for treasury services.
• Demonstrate creative problem solving and sound judgment, while being empowered to elevate when necessary for continued client satisfaction. Maintain comprehensive project documentation, including plans, reports, and professional, timely client communications. Document internal processes and customization of requirements.
• Oversees the deployment of technical treasury products in partnership with Treasury Onboarders and Treasury Sales team. Ensures integration processes adhere to Synovus and vendor requirements and standards. Ensures consistent communication between all key stakeholders to coordinate testing phases to meet expected quality standards.
• Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
• Performs other related duties as required.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.

Qualifications

Minimum Education: High School Diploma or Equivalent -- College degree is preferred.

Minimum Experience: Five years of experience in treasury management including working with technical products and solutions including file testing methodologies; treasury workstations/systems; and project management in a client facing environment.

Required Knowledge, Skills & Abilities:

• Strong technical background and project management expertise
• Understanding and ability to interpret file specifications
• Ability to translate customer/system requirements
• Strong organizational skills
• Strong customer service skills
• Professional and effective communication skills
• Problem solving and negotiation skills
• Ability to work well in a team environment
• Proficiency using word processing and spreadsheet software programs