Treasury & Payments Implementation Lead - Client Trainer

First Citizens Bank; Phoenix (AZ); Hybrid; USD 87,000 - 117,000; Full time

Job summary

First Citizens Bank seeks an Advisor on the Payments Solutions Implementation team to coordinate client implementations and deliver training for treasury and payment solutions in a hybrid work environment. You will be the primary client contact during implementations, address concerns, and drive product adoption while identifying cross-selling opportunities with internal partners.

Collaborating with sales, product, and technical teams, you will help document processes, develop guides, and ensure

Qualifications

• Bachelor's Degree or GED with required experience.
• 1 year experience with Bachelor's path or 5 years with High School path.

Responsibilities

• Implementation Strategy and Execution - Develop and execute implementation plans for treasury and payment solutions.
• Client Relationship Management - Serve as the primary contact for clients during the implementation and ensure product adoption.
• Process Optimization and Documentation - Develop guides and best practice documentation; collaborate on feature enhancements.
• Cross-functional Collaboration - Work with sales, product, and technical teams to align objectives and draft client communications.

Skills

Client Training Delivery

Digital Banking Expertise

Quality Control Auditing

Implementation Expertise in Financial

Attention to detail

Treasury product knowledge

Implementation methodologies

Client training and education

Technical troubleshooting

Treasury operations knowledge

Regulatory knowledge

Project management familiarity

Education

Bachelor's Degree

High School Diploma or GED/Equivalent

Job description

First Citizens Bank seeks an Advisor on the Payments Solutions Implementation team to coordinate client implementations and deliver training for treasury and payment solutions in a hybrid work environment. You will be the primary client contact during implementations, address concerns, and drive product adoption while identifying cross-selling opportunities with internal partners.

Collaborating with sales, product, and technical teams, you will help document processes, develop guides, and ensure