Treasury Management Implementation & Support Specialist

Univest Financial Corporation; Souderton (Montgomery County); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health Insurance

401(k) plan with employer match

PTO 15 days annually

Short Term Disability

Holiday Time Off

Life Insurance

Tuition reimbursement

Employee Wellness programs

Discounts on loan products

Professional development trainings

Job summary

Univest is seeking a Treasury Management Implementation Specialist & Support to help business customers implement and use Treasury Management solutions while delivering exceptional service. You will coordinate onboarding, training, and support with internal partners to ensure a seamless experience.

Responsibilities include end-to-end implementation, customer-focused service, cross-team coordination, and ongoing pipeline management to support accurate deliveries and training.

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.

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 promptly responding, communicating clearly, setting expectations, and following through until issues are resolved.
• Coordinate implementation tasks across sales, operations, lending, financial center, and support teams to ensure timely delivery of services.
• Maintain an implementation pipeline by customer and product, tracking status, timelines, and follow-ups.
• Deliver product demonstrations and training for external customers and internal partners.
• Assist internal teams with timely updates and professional support to ensure a consistent customer experience.
• Evaluate customer problems and complex transactions, providing resolution or escalation as needed.
• Build knowledge of Treasury Management products and service platforms to support accurate implementations and customer service.

Skills

Customer service

Communication

Data entry

Multitasking

MS Office

Salesforce

Treasury management

Team coordination

Education

College degree

Tools

Vendor platforms

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

#Univest

#LI-Hybrid

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.