Treasury Management Onboarding Implementation Specialist

Huntington National Bank

Farmers Branch (TX)

Hybrid

USD 90,000 - 130,000

Full time

30 hours ago
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Job summary

Huntington National Bank seeks a Treasury Management Onboarding Implementation Specialist who will act as a dedicated Project Manager. You will lead complex Treasury Management client implementations from initiation through go-live, coordinating across Sales, Product, Service, Operations, Technology, Risk, Vendors, and Client stakeholders.

The role requires 4+ years of project management experience in Commercial Treasury Management, with excellent communication and documentation skills.

Qualifications

  • Bachelor’s Degree is required.
  • 4+ years’ project management experience leading Commercial Treasury Management implementations for financial institutions.
  • 4+ years direct responsibility managing complex Commercial Banking clients with high-touch implementation requirements.
  • 4+ years building and maintaining project dashboards, schedules, reports, logs, and milestones.
  • 4+ years managing multiple concurrent client implementations while meeting timelines and deliverables.
  • Ability to coordinate across Sales, Product, Service, Operations, Technology, Risk, Vendors, and Client stakeholders.

Responsibilities

  • Lead end-to-end onboarding of complex Treasury Management client implementations from initiation to go-live.
  • Drive timely execution by defining, assigning responsibilities, and tracking milestones.
  • Engage stakeholders and align internal teams to deliver successful projects.
  • Manage multiple client implementations concurrently with clear accountability and outcomes.

Skills

Project management
Client-facing
Cross-functional coordination
Treasury management
Communication
Documentation

Education

Bachelor's degree

Tools

Monday.com
Microsoft Office

Job description

Summary:
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. Although titled as an Implementation Specialist, this position functions as a dedicated Project Manager responsible for leading complex Treasury Management client implementations from project initiation through successful go live. This role is accountable for managing all phases of the onboarding lifecycle, from project initiation to completion, or integrating seamlessly into projects already underway to ensure strategic alignment and successful delivery. Success in this position requires exceptional time management, deep subject matter expertise in commercial banking treasury services, and a comprehensive understanding of both functional and technical implementation components.

Description

Summary:
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. Although titled as an Implementation Specialist, this position functions as a dedicated Project Manager responsible for leading complex Treasury Management client implementations from project initiation through successful go live. This role is accountable for managing all phases of the onboarding lifecycle, from project initiation to completion, or integrating seamlessly into projects already underway to ensure strategic alignment and successful delivery. Success in this position requires exceptional time management, deep subject matter expertise in commercial banking treasury services, and a comprehensive understanding of both functional and technical implementation components.
The ideal candidate will demonstrate mastery of project management methodologies, subject matter expertise of treasury management products, outstanding communication and documentation skills, and the ability to strategically schedule and sequence activities to meet critical deliverables. They must also excel in driving alignment across internal teams, external partners, and clients, ensuring seamless execution and optimal outcomes. The Project Manager will orchestrate workflows with precision, engage key stakeholders, define and assign responsibilities, and establish clear expectations and accountability. Through expectations setting and milestone tracking, they ensure projects are delivered on time, exceed expectations, and achieve successful results. It is expected that the Project Manager will handle multiple client implementations concurrently.

Basic Qualifications:

  • Bachelor’s Degree
  • 4+ years’ project management experience required leading Commercial Treasury Management implementations, onboarding engagements, and client-facing project management initiatives within a financial institution.
  • 4+ years direct responsibility for managing complex Commercial Banking clients with high-touch (“white glove”) implementation requirements from project initiation through successful go-live.
  • 4+ years experience building and maintaining project dashboards, implementation workflow schedules, status reports, meeting documentation, issue logs, and implementation milestones within project management software.
  • 4+ years managing multiple concurrent client implementations while meeting timelines, deliverables, and client expectations.
  • Demonstrated ability to coordinate, influence, and drive accountability across cross-functional teams, including Sales, Product Management, Service, Operations, Technology, Risk, Vendors, and Client stakeholders.
  • 4+ years experience Commercial Treasury Management products, onboarding processes, operational workflows, implementation dependencies, and industry best practices.
  • 4+ years experience leading client-facing meetings, implementation discussions, and executive-level communications.

Preferred Qualifications:

  • Excellent verbal and written communication skills
  • Experience using Monday.com to manage implementation project plans, task dependencies, milestones, stakeholder communications, and status reporting.
  • Excellent written and verbal communication skills, including professional grammar, tone, and presentation in both face-to-face and virtual environments.
  • Strong project management capabilities with the ability to drive initiatives forward, maintain focus, and deliver results.
  • Highly meticulous with strong organizational, analytical, and problem-solving abilities.
  • Exceptional interpersonal skills, with the ability to build trust and maintain strong client relationships.
  • Proven ability to manage multi-stakeholder projects in a dynamic, fast-paced environment.
  • Collaborative mindset with the ability to work effectively across multiple lines of business and functional teams.
  • Proficiency in Microsoft Office Suite and other project management tools.

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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