Treasury Management Implementation Specialist I

simmonsbank; Little Rock (AR); On-site; USD 42,000 - 64,000; Full time

Job summary

Simmons Bank is seeking a Treasury Management Implementation Specialist I to onboard new clients and implement Treasury Management products and services. The role collaborates with clients, internal teams, and external partners to ensure smooth TM service implementations.

Key duties include opening new commercial accounts, handling multiple requests, coordinating documentation, and preparing agreements. Training clients and completing account analyses are essential to successful implementations.

Qualifications

• Ability to follow internal policies and procedures.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Ability to prioritize tasks and manage time effectively.
• Ability to work independently and as part of a team in a fast-paced environment.
• Proficient with Microsoft Suite (Outlook, Word, Excel).

Responsibilities

• Open new commercial accounts.
• Manage multiple implementation requests simultaneously, ensuring timely and successful completion.
• Coordinate with internal teams to obtain required business documentation.
• Prepare agreements and new account documentation relative to Treasury Management services.
• Work directly with clients to obtain signatures for new and existing Treasury Management services.
• Implement products and services for new and existing TM customers.
• Facilitate training to clients on all Treasury Management products and services.
• Complete Account Analysis for new implementation requests.

Skills

Policies & procedures

Written & verbal communication

Organization & detail

Time management

Independent & team work

MS Office proficiency

Education

High School Diploma or equivalent

1-2 years banking experience

Bachelor's degree preferred

Job description

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

The Treasury Management Implementation Specialist I is responsible for onboarding new clients and implementing Treasury Management products and services. This role involves working closely with clients, internal teams, and external partners to ensure a successful implementation of treasury services.

Essential Duties and Responsibilities

• Open new commercial accounts.
• Manage multiple implementation requests simultaneously, ensuring timely and successful completion.
• Coordinate with internal teams to obtain required business documentation.
• Prepare agreements and new account documentation relative to Treasury Management services.
• Work directly with clients to obtain signatures for new and existing Treasury Management services.
• Implement products and services for new and existing TM customers.
• Facilitate training to clients on all Treasury Management products and services.
• Complete Account Analysis for new implementation requests.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The skills listed below are needed to drive progress and decisions across various business lines.

Skills

• Ability to follow internal policies and procedures
• Excellent written and verbal communication skills
• Strong organizational skills and attention to detail
• Ability to prioritize tasks and manage time effectively.
• Ability to work independently and as part of a team in a fast-paced environment
• Proficient with Microsoft Suite (Outlook, Word, Excel)

Education and/or Experience

• High School Diploma or equivalent.
• 1-2 years of applicable banking experience, Treasury Management experience preferred.
• Preferred: Bachelor's degree in a business-related field.

Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.