Treasury Onboarding Experience Lead

Renasant Bank; Atlanta (GA); On-site; USD 70,000 - 90,000; Full time

Job summary

Renasant Bank is seeking a Treasury Solutions Onboarding Specialist to champion the onboarding journey for Treasury clients in a fast-paced banking environment. You will coordinate across Treasury Operations, Relationship Bankers and support teams to ensure accurate setup, training and timely deployment of services.

The role emphasizes client-focused communication, meticulous documentation, and continuous improvement in onboarding processes to maximize client delight and retention.

Qualifications

• High school diploma or equivalent; Bachelor's degree preferred.
• 5+ years banking experience with client support, implementation, or treasury roles.
• Strong written and verbal communication skills.
• Ability to manage internal and external relationships efficiently.
• Experience with onboarding processes and documentation.

Responsibilities

• Create superior onboarding experiences for Treasury Solutions customers.
• Set client expectations for service onboarding timelines and notifications.
• Manage delivery and onboarding plans.
• Review Enrollment Forms and Maintenance Requests for accuracy.
• Coordinate with Treasury Operations and bank partners for implementation.
• Provide training and end-user support during onboarding.
• Perform quality assurance on onboardings and resolve client issues promptly.
• Schedule post-onboarding reviews to ensure client satisfaction.
• Maintain onboarding procedures and Treasury Solutions product guides.
• Adhere to policies and confidentiality in all activities.

Skills

Communication skills

Analytical thinking

Project management

Training skills

Team collaboration

Multitasking

Education

Bachelor's degree

High school diploma or equivalent

Tools

Microsoft Office

Job description

Renasant Bank is seeking a Treasury Solutions Onboarding Specialist to champion the onboarding journey for Treasury clients in a fast-paced banking environment. You will coordinate across Treasury Operations, Relationship Bankers and support teams to ensure accurate setup, training and timely deployment of services.

The role emphasizes client-focused communication, meticulous documentation, and continuous improvement in onboarding processes to maximize client delight and retention.