Treasury Management Onboarding & Implementation Specialist

Default Brand; Neenah (WI); On-site; USD 90,000 - 120,000; Full time

Job summary

Default Brand is seeking a Treasury Management Implementation Specialist to guide onboarding, configuration, and deployment of treasury management solutions for business members. You will work with Commercial Lending, Operations, Systems, and third-party vendors to deliver tailored solutions that meet member needs and strategic goals.

The role emphasizes training employees and members, troubleshooting escalated issues, testing new features, and monitoring outcomes to ensure high adoption and

Qualifications

• Bachelor's degree in business, finance, accounting, information systems, or a related field preferred.
• 5+ years of relevant experience in a financial services or banking environment preferred.
• Experience implementing treasury management solutions such as ACH Origination, Positive Pay, Remote Deposit Capture, Wires, Lockbox Services, and online banking platforms preferred.
• Strong understanding of treasury management products, services, and operational processes.
• Knowledge of ACH processing, NACHA rules, file transmission methods, and business banking workflows.
• Knowledge of banking laws and regulations, including compliance, security, and BSA regulations as they relate to electronic banking.
• Exceptional project management, organization, and time-management skills.
• Strong analytical, troubleshooting, and problem-solving abilities.
• Excellent presentation, training, and communication skills.
• Proficiency with Microsoft Office applications and financial services technology platforms.
• Strong commitment to member service and relationship management.

Responsibilities

• Deliver a seamless onboarding experience for new business members into the treasury management program.
• Implement services such as Positive Pay, ACH Origination, Remote Deposit Capture, Business Accounts, Business Credit Cards, and other Business Services.
• Configure data elements, report scheduling, dashboards, user access, workflow authorization, and mapping of accounting transactions to money movement transactions.
• Provide training on treasury management products, services, and systems; develop training and communication programs.
• Resolve escalated treasury management system issues in partnership with Systems, developers, or vendors.
• Test new features and enhancements, participate in system testing, deployment, and maintenance.
• Monitor implementation outcomes and member satisfaction; produce metrics to analyze trends and drive improvements.
• Collaborate with internal departments to enhance treasury management capabilities and efficiencies; propose technology solutions.
• Maintain comprehensive knowledge of treasury management platforms and key integrations.
• Write, update, and maintain departmental procedures related to treasury management.

Skills

Project management

Analytical skills

Communication skills

Customer service

Education

Bachelor's degree in business, finance, information systems, or related field

Tools

Microsoft Excel

Online banking platforms

Job description

Default Brand is seeking a Treasury Management Implementation Specialist to guide onboarding, configuration, and deployment of treasury management solutions for business members. You will work with Commercial Lending, Operations, Systems, and third-party vendors to deliver tailored solutions that meet member needs and strategic goals.

The role emphasizes training employees and members, troubleshooting escalated issues, testing new features, and monitoring outcomes to ensure high adoption and