Treasury Management Implementation & Support Specialist

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

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

Univest offers a comprehensive benefits package that includes:

• 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.