Treasury Management Implementation Specialist

Regions Financial Corporation; Hoover (AL); On-site; USD 44,000 - 53,000; Full time

Job summary

Regions Financial Corporation is seeking a detail-oriented team member to support Treasury Management implementations in Hoover, AL. You will work with the sales team and clients to implement products, validate data, and document progress through the workflow, ensuring all required documents are complete.

Requirements include a High School Diploma or GED and at least 1 year in banking, customer service, operations, or related roles.

Qualifications

• High School Diploma or GED.
• One (1) year of banking, customer service, operations, administrative or related experience.

Responsibilities

• Liaises with Treasury Management sales team and clients to help implement products and services.
• Performs data entry and validation within Treasury Management applications.
• Documents progress in the implementation workflow with notes.
• Ensures all required documentation, authorizations and approvals are included with requests.
• Provides follow-up on incomplete or inaccurate information with the sales team.
• Acts as a liaison between clients, Operations, Technology and bank partners.
• Tracks and manages implementations through to completion.
• Supports smooth handoff to Client Services after project completion when applicable.
• Contributes to complex, high-value, one-off requests during setup.

Skills

Excellent verbal and written comms

MS Office proficiency

Education

High School Diploma or GED

Job description

Regions Financial Corporation is seeking a detail-oriented team member to support Treasury Management implementations in Hoover, AL. You will work with the sales team and clients to implement products, validate data, and document progress through the workflow, ensuring all required documents are complete.

Requirements include a High School Diploma or GED and at least 1 year in banking, customer service, operations, or related roles.