Treasury Management Implementation & Support Specialist

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

Benefits offered by this job

Health Insurance

401(k) matching

Paid Time Off

Short Term Disability

Holiday time off

Life Insurance

Tuition reimbursement

Wellness programs

Loan product discounts

Professional development trainings

Job summary

Univest Financial Corp in Souderton, PA is seeking a Treasury Management Implementation Specialist & Support to guide business customers through onboarding, configuration, testing, training and post-implementation follow-up.

Collaborate with sales, operations and lending, deliver product demonstrations, ensure timely delivery, and maintain a detailed implementation pipeline while upholding Univest's service standards.

Qualifications

• College degree or five year equivalent experience banking experience required.
• Experience or strong interest in learning Treasury Management products and services, business banking solutions, and related processes to support effective customer service and implementation delivery.
• Customer service focused, with a strong commitment to responsive service delivery, accurate follow-through, issue resolution, and a positive customer experience.
• Detail-oriented, with a commitment to accurate data entry, thorough documentation, and consistent process execution.
• Professional communication with internal partners and external customers
• Technology skills including Microsoft Office suite, Teams, Sales Force, and various vendor platforms.
• Adept at prioritizing and coordinating numerous tasks within a dynamic environment.
• Ability to assess and resolve complex situations efficiently, accurately, and professionally.
• Demonstrated ability to work independently, exercise sound judgment, and solve problems with minimal direction.

Responsibilities

• Manage end-to-end implementation of Treasury Management products and services, including onboarding, system setup, documentation review, testing, training, sign-off, and post-implementation follow-up.
• Provide top-tier customer service by responding promptly, setting clear expectations, and following through until issues are resolved.
• Coordinate tasks across sales, operations, lending, and support teams to ensure timely, accurate delivery of services.
• Maintain an implementation pipeline by customer and product with status, timelines, and handoffs for visibility.
• Deliver product demonstrations and training for external customers and internal partners.
• Provide timely updates and accurate information to internal teams to ensure a consistent customer experience.
• Evaluate customer problems and refer to appropriate departments while ensuring timely follow-through.
• Build knowledge of Treasury Management products and industry trends to support accurate implementations and service.

Skills

Customer service

Detail-oriented

Communication

Prioritizing tasks

Problem solving

Independent work

MS Office

Teams

Salesforce

Vendor platforms

Education

College degree or 5 years banking experience

Tools

Microsoft Office

Teams

Salesforce

Vendor platforms

Job description

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.

Univest Financial Corp

Treasury Management Implementation & Support Specialist

US-PA-Souderton

Type: Full Time

# of Openings: 1

Category: Commercial Banking

Univest Financial Corporation

Overview

As a Treasury Management Implementation Specialist & Support team member, you'll help business customers successfully implement and utilize Treasury Management solutions while delivering exceptional service every step of the way. Working closely with customers and internal partners, you'll coordinate onboarding, training, and support to ensure a seamless experience.

Ready to make an impact with a team that values relationships, service, and community? Join Univest and help businesses succeed.

Responsibilities

Manage workflow for end-to-end implementation of Treasury Management products and services, including customer onboarding, system set-up, documentation review, testing, training, customer sign off, and post-implementation follow-up.

Provide top-tier customer service by responding promptly, communicating clearly, setting accurate expectations, and following through until questions, issues, or implementation needs are fully resolved.

Coordinate implementation tasks across sales, operations, lending, financial center, and support teams to ensure accurate, timely, and seamless delivery of services.

Maintain a detailed implementation pipeline by customer and product, tracking status, outstanding items, timelines, handoffs, and follow-up actions for visibility across the team.

Deliver product demonstrations and training for external customers as well as internal support partners

Serve as a trusted resource for internal partners by providing timely updates, clear guidance, accurate information, and professional support that helps teams deliver a consistent customer experience.

Thoroughly evaluate customer problems, inquiries, and complex transactions; provide quality resolution or refer to the appropriate department while ensuring timely follow-through with customers and staff involved.

Build a strong knowledge of Treasury Management products, service platforms, industry trends, and operational procedures to support accurate implementations and

effective customer service.

Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct.

Perform other duties as assigned.

Qualifications

College degree or five year equivalent experience banking experience required.

Experience or strong interest in learning Treasury Management products and services, business banking solutions, and related processes to support effective customer service and implementation delivery.

Customer service focused, with a strong commitment to responsive service delivery, accurate follow-through, issue resolution, and a positive customer experience.

Detail-oriented, with a commitment to accurate data entry, thorough documentation, and consistent process execution.

Professional communication with internal partners and external customers

Technology skills including Microsoft Office suite, Teams, Sales Force, and various vendor platforms.

Adept at prioritizing and coordinating numerous tasks within a dynamic environment.

Ability to assess and resolve complex situations efficiently, accurately, and professionally.

Demonstrated ability to work independently, exercise sound judgment, and solve problems with minimal direction.

Wage Range:

The salary for this position ranges from $60,000 to $70,000

Benefits Overview:

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 15 days annually (prorated your first year)
• Short Term Disability: 10 days annually of sick time with a doctors note (prorated your first year)
• Holiday Time Off: 11 paid holidays
• We offer company paid life insurance: as well as other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts: on loan products
• Professional development trainings

An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.