Treasury Management Implementation & Support Specialist (Hybrid)

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

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.