Treasury Management Technical Onboarding Specialist

Cadence Bank

Birmingham (AL)

Presencial

USD 75.000 - 100.000

Jornada completa

14 días+

Generador de candidaturas

Destaca para este puesto — genera un currículum y una carta de presentación adaptados en cuestión de un minuto.

Supera los filtros ATS

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Vision insurance

401(k)

Pension plan

Paid maternity leave

Paid paternity leave

Descripción de la vacante

Cadence Bank is seeking a Treasury Management Technical Onboarding Specialist to facilitate the onboarding of clients for their Treasury Management solutions. The ideal candidate will possess expertise in technical problem-solving and client relationship management, ensuring successful implementation of complex financial services and solutions. With responsibilities that include project management and providing technical support, this role requires a proactive professional with strong analytical and communication skills.

Formación

2 years minimum experience in Banking/Financial industry.
1-2 years Treasury Management experience preferred.
Experience with technical support and troubleshooting.

Responsabilidades

Consult with clients on onboarding new Treasury Management solutions.
Manage project plans for client implementations.
Provide subject matter expertise on product implementation.

Conocimientos

Technical Problem Solving

Client Relationship Management

Analytical Skills

Communication Skills

Educación

Bachelor's degree or equivalent work experience

Herramientas

Secure File Transfer Protocol (SFTP)

Networking

Server Administration

Descripción del empleo

Treasury Management Technical Onboarding Specialist

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Treasury Management Technical Onboarding Specialist

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What The Role Is:

The Treasury Management (TM) Technical Onboarding Specialist consults with clients and advises on the onboarding process of new or complex Treasury Management solutions from a technical standpoint. The TM Implementation Specialist drives toward successful implementation planning, solution preparation, delivery to the client, and measurement of initiatives that are complex and strategic in nature. This may include file formatting, transmission testing, technical builds, or troubleshooting serving as a subject matter expert on a defined set of tools. Successful incumbents possess prior treasury management experience, written and verbal communications skills, sales and relationship management skills, analytical and problem-solving skills, as well as organizational and time management skills. A background in Server Administration, Networking, and experience with Data/File transferring is key. Must demonstrate adaptability and flexibility in process, technology and industry. Investigates emerging technologies and trends and provides proactive recommendations. Has the ability to define project scope and deliverables that effectively support business goals.

How You will Make an Impact:

Identify clients requirements and provide subject matter expertise regarding product implementation, file transmittal, and data mapping for new clients and complex products.
Configure Secure File Transfer Protocol (SFTP) Network Protocols between the bank and new clients.
Create and manage project plans and timelines to ensure the client is in production by requested go live date. Facilitate weekly meetings with clients to provide updates.
Provide matrix leadership to cross-functional teams to accomplish project tasks and timelines
The ability to communicate and share information in a way that leads to meaningful conversations and to be efficient in addressing the real issue and finding the best path forward.
Implement business processes and configuration necessary to meet client requirements.
Execute all necessary implementation agreements, contracts, and exhibits in order to adhere to all audit requirements.
The ability to overcome new challenges, provide concrete results of your engagement and ability to anticipate and proactively take initiative to qualify a problem or challenge resulting in a (creative) solution.
Proactively identifies, evaluates, recommends, and implements changes to operational processes/procedures resulting in departmental efficiencies.
Manages and leads productive client implementation and post implementation meetings with all involved parties to ensure network setup is still running efficiently.
Work with vendors for third party services by managing expectations and monitoring deliverables.
Must be able to work independently and manage workflow and expectations with little oversight.

Who You Are:

Bachelor's degree or equivalent work experience.
2 years of minimum experience in Banking/Financial industry.
1-2 years Treasury Management experience- preferred TM Implementation, Product, or Support experience.
Working knowledge of Treasury Management products such as ACH, Wires, Electronic Bill Payment, Lockbox, Positive Pay, Transmissions, and API Solutions.
3 years of Networking/Server administration, SFTP, Data Transfer, Firewalls,
Prior experience with Secure File Transfer Protocol (SFTP), Firewall configuration, data/file transfer.
Experience with network capacity planning, network security principles and best practices
Comfortable with technical support and troubleshooting assistance to resolve issues with file formatting and payment processing systems.
Excellent interpersonal skills to build and maintain effective relationships.
Strong organizational and follow-up skills.
Business professional with integrity, trustworthy, honest and able to handle confidential information.
Ability to read and interpret client file format specifications.
Some travel required for onsite client meetings.

Seniority level