Treasury Management Implementation Specialist II

PINNACLE GROUP (Pinnacle Technical Resources); Charlotte (NC); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical benefits

401K contributions

PTO

Job summary

PTR Global is seeking a Treasury Management Implementation Product Specialist II to partner with Treasury Management sales and clients, ensuring quick and accurate service implementation. The role involves coordinating with sales, clients, and internal teams to implement Treasury Management and Commercial Card products efficiently.

The position emphasizes data entry, validation, and effective communication, ensuring documentation and approvals are complete, while managing issues and guiding

Qualifications

• Three (3) years of experience in banking, customer service, operations, administrative, or related fields.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Collaborate with the Treasury Management sales team and clients to assist with the implementation of products and services.
• Perform data entry and validation within multiple complex or integrated Treasury Management and Commercial Card applications.
• Document progress of implementations within the workflow system, including updated notes as applicable.
• Validate that required documentation, authorizations, and approvals are accurately completed and included with implementation requests.
• Provide follow-up communication to the sales team when required information is incomplete or inaccurate.
• Act as a liaison between clients, operations, technology, and bank vendor partners as necessary.
• Resolve implementation issues independently and document, manage, track, and drive implementations through completion.
• Serve as a resource on implementation processes and supported Treasury Management and Commercial Card products.
• Ensure a smooth transition for clients from the implementation team to Client Services upon project completion, when applicable.
• Participate in special projects as needed.
• Support exception process management, including billing rejects, exception reports, system clean-up efforts, and other items.
• Handle complex, high-value, and one-off special requests requiring technical expertise and analytical ability.
• Coordinate file specifications, file testing, and client communication across all supported services.
• Mentor or coach new specialists on the team.
• Monitor departmental email boxes for corresponding team communications.

Skills

Problem solving

Communication

Microsoft Office

Education

High School Diploma or GED

Job description

PTR Global is seeking a Treasury Management Implementation Product Specialist II to partner with Treasury Management sales and clients, ensuring quick and accurate service implementation. The role involves coordinating with sales, clients, and internal teams to implement Treasury Management and Commercial Card products efficiently.

The position emphasizes data entry, validation, and effective communication, ensuring documentation and approvals are complete, while managing issues and guiding