Treasury Management Implementation & Support Pro

Univest; Souderton (Montgomery County); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health Insurance

401(k) with employer match

PTO 15 days

Short-term Disability

Holiday Time Off

Life insurance

Tuition reimbursement

Wellness programs

Discounts

Professional development

Job summary

Univest is seeking a Treasury Management Implementation Specialist to guide business customers through onboarding, setup, training, and post-implementation support.

You will coordinate with sales, operations, lending and support teams to ensure timely, accurate delivery while maintaining strong relationships and compliant processes. This role emphasizes clear communication and proactive problem solving for customer success.

Qualifications

• College degree or five years banking experience.
• Interest in Treasury Management products and services.
• Strong customer service focus and issue resolution capabilities.

Responsibilities

• Manage end-to-end implementation of Treasury Management products and services including onboarding, setup, documentation review, testing, training, customer sign-off and post-implementation follow-up.
• Provide top-tier customer service by responding promptly and setting accurate expectations until needs are resolved.
• Coordinate implementation tasks across sales, operations, lending, financial center and support teams.
• Maintain implementation pipeline by customer and product with status, timelines and follow-ups.
• Deliver product demonstrations and training for external customers and internal partners.
• Provide timely updates to internal partners and maintain professional support across teams.
• Evaluate customer questions and complex transactions and ensure timely follow-through or referral.
• Build knowledge of Treasury Management products and industry trends to support accurate implementations.
• Ensure compliance with laws and Univest Code of Conduct.

Skills

Treasury Management

Customer service

Detail-oriented

Communication

Microsoft Office

Teams

Salesforce

Education

College degree or 5 years banking experience

Tools

Salesforce

Job description

Univest is seeking a Treasury Management Implementation Specialist to guide business customers through onboarding, setup, training, and post-implementation support.

You will coordinate with sales, operations, lending and support teams to ensure timely, accurate delivery while maintaining strong relationships and compliant processes. This role emphasizes clear communication and proactive problem solving for customer success.