Treasury Management Onboarding & Implementation Lead

Emprise Bank; Kansas City (MO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Professional growth

Community involvement

Diversity & Inclusion

Job summary

Emprise Bank is seeking a Treasury Management Implementation Specialist in Kansas City, MO to coordinate and deliver Treasury Management product implementations from commitment to activation. You will serve as the central point of contact among clients, treasury sales, commercial banking, operations, vendors, and internal teams.

The successful candidate will manage multiple implementations, maintain timelines, ensure accurate documentation, and drive a smooth transition from sales to ongoing

Qualifications

• Exemplary customer service experience.
• Strong attention to detail and time management skills.
• Confident and articulate communication skills.
• Initiative and strong work ethic.
• Ability to effectively build and maintain relationships with Emprise associates, vendors, and professional contacts.
• An understanding of and commitment to our values.

Responsibilities

• Coordinate and execute implementation of Treasury Management products and services following customer commitment.
• Coordinate new Treasury Management services and changes for existing customers.
• Gather and review customer information and documentation based on business and product requirements.
• Establish implementation requirements, responsibilities, timelines, and next steps.
• Monitor implementation workflow and service levels to ensure requests are completed accurately and timely.
• Maintain ownership of implementation requests from initiation through completion.
• Maintain implementation information in applicable systems, including electronic signatures, OTEs, and related workflow requirements.
• Coordinate document exceptions and implementation obstacles with appropriate internal partners.
• Identify potential delays, dependencies, and customer-impacting issues and proactively communicate them.
• Confirm services are appropriately established and ready for customer use.
• Serve as a primary point of contact for customers throughout the implementation process.
• Establish clear expectations regarding requirements, timelines, responsibilities, and next steps.
• Coordinate activities across customers, Treasury Management Sales, Commercial Banking, Bank Operations, vendors, and other internal partners.
• Provide timely implementation status updates.
• Facilitate a smooth transition from implementation to ongoing Client Service.
• Review customer documentation for completeness and accuracy.
• Complete and monitor applicable workflow, documentation, electronic signature, and system requirements.
• Maintain accurate implementation records and supporting documentation.
• Perform quality-control reviews to identify missing or incomplete implementation requirements.
• Conduct post-implementation follow-up to identify outstanding items and confirm successful activation.
• Evaluate implementation processes for efficiency, effectiveness, customer experience, and operational risk.
• Identify recurring implementation challenges and recommend process improvements.
• Maintain implementation procedures, checklists, and supporting documentation.
• Recognize customer, operational, fraud, compliance, and service risks and elevate appropriately.

Skills

Customer service

Detail orientation

Clear communication

Initiative

Relationship building

Values alignment

Education

High school diploma or GED

Job description

Emprise Bank is seeking a Treasury Management Implementation Specialist in Kansas City, MO to coordinate and deliver Treasury Management product implementations from commitment to activation. You will serve as the central point of contact among clients, treasury sales, commercial banking, operations, vendors, and internal teams.

The successful candidate will manage multiple implementations, maintain timelines, ensure accurate documentation, and drive a smooth transition from sales to ongoing