Treasury Onboarding & Implementation Specialist

simmonsbank; Little Rock (AR); Sur place; USD 42 000 - 64 000; Plein temps

Résumé du poste

Simmons Bank is seeking a Treasury Management Implementation Specialist I to onboard new clients and implement Treasury Management products and services. The role collaborates with clients, internal teams, and external partners to ensure smooth TM service implementations.

Key duties include opening new commercial accounts, handling multiple requests, coordinating documentation, and preparing agreements. Training clients and completing account analyses are essential to successful implementations.

Qualifications

• Ability to follow internal policies and procedures.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Ability to prioritize tasks and manage time effectively.
• Ability to work independently and as part of a team in a fast-paced environment.
• Proficient with Microsoft Suite (Outlook, Word, Excel).

Responsabilités

• Open new commercial accounts.
• Manage multiple implementation requests simultaneously, ensuring timely and successful completion.
• Coordinate with internal teams to obtain required business documentation.
• Prepare agreements and new account documentation relative to Treasury Management services.
• Work directly with clients to obtain signatures for new and existing Treasury Management services.
• Implement products and services for new and existing TM customers.
• Facilitate training to clients on all Treasury Management products and services.
• Complete Account Analysis for new implementation requests.

Connaissances

Policies & procedures

Written & verbal communication

Organization & detail

Time management

Independent & team work

MS Office proficiency

Formation

High School Diploma or equivalent

1-2 years banking experience

Bachelor's degree preferred

Description du poste

Simmons Bank is seeking a Treasury Management Implementation Specialist I to onboard new clients and implement Treasury Management products and services. The role collaborates with clients, internal teams, and external partners to ensure smooth TM service implementations.

Key duties include opening new commercial accounts, handling multiple requests, coordinating documentation, and preparing agreements. Training clients and completing account analyses are essential to successful implementations.