Treasury Premier Implementation Officer

United Community; Orlando (FL); Vor Ort; USD 50.000 - 68.000; Vollzeit

Zusammenfassung

United Community seeks a Treasury Premier Implementation Officer to lead onboarding, implementation, and ongoing support for its top commercial and middle-market clients in Orlando. You will coordinate with RTSO, manage multi-project implementations, and ensure a high-touch, white-glove service experience.

Responsibilities include opening accounts, resolving onboarding issues, conducting discovery sessions, and guiding customers from kickoff to go-live while collaborating with sales, operations,

Qualifikationen

• Minimum 5 years’ experience in Treasury Management or related financial services.
• Experience implementing treasury products for business customers.
• Experience with commercial and middle-market clients preferred.
• Strong project management and relationship-building experience.
• Ability to analyze business processes and recommend solutions.

Aufgaben

• Lead onboarding and implementation for top commercial customers.
• Coordinate with RTSO and internal teams to deliver treasury solutions.
• Manage multiple implementation projects and meet SLAs.
• Conduct discovery sessions to understand workflows and requirements.
• Provide white-glove service and ensure successful customer adoption.

Kenntnisse

Treasury management knowledge

Customer relationship management

Project management

Communication skills

Analytical thinking

Microsoft Office

Ausbildung

Bachelor's degree in business, Finance, Accounting, Banking, or related field

Tools

Q2

Fiserv

CRM systems

Jobbeschreibung

Overview

The Treasury Premier Implementation Officer serves as a dedicated onboarding, implementation, and customer support specialist for United Community's largest Commercial and Middle Market customers. Working closely with the Regional Treasury Solutions Officer (RTSO), this role is responsible for coordinating, implementing, and supporting treasury management solutions while delivering a seamless customer experience throughout the onboarding lifecycle and beyond.

The Treasury Premier Implementation Officer acts as a primary point of contact for treasury product implementation, service enhancements, and ongoing customer support, ensuring successful adoption of treasury solutions and fostering long-term customer satisfaction. This position partners with Treasury Sales, Relationship Managers, Operations, Product Management, and Technology teams to provide white-glove service to the Bank's premier business customers.

What You’ll Do

• Responsible for the account opening process for Commercial and Middle Market customers, ensuring timely and accurate onboarding.
• Assist in resolving account-opening exceptions, documentation deficiencies, and onboarding-related issues.
• Serve as a trusted treasury management resource for United Community's largest and most strategically important customers.
• Deliver a high-touch service model focused on responsiveness, accuracy, and exceptional customer experience.
• Manage multiple implementation projects simultaneously while meeting established service-level agreements and timelines.
• Monitor implementation progress and proactively address obstacles, risks, or delays.
• Serve as an escalation point for complex treasury-related service requests.
• Collaborate with Relationship Managers and RTSOs to support annual relationship reviews and customer retention efforts.
• Manage onboarding activities from initial kick-off through successful implementation and customer adoption.
• Develop implementation plans, timelines, and communication strategies tailored to customer needs.
• Conduct discovery sessions to understand workflows, payment processes, and operational requirements.
• Facilitate treasury solution setup, testing, validation, training, and go-live activities.
• Compliance Training : Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.
• Other Duties: This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

Requirements For Success

• Education: Bachelor’s degree in business, Finance, Accounting, Banking, or related field preferred.
• Equivalent banking and treasury management experience may be considered.
• Experience: Minimum of 5 years of experience in Treasury Management, Commercial Banking, Cash Management Operations, or related financial services roles.
• Experience implementing treasury management products for business customers required.
• Experience working with commercial and middle-market customers is preferred.
• Demonstrated project management and customer relationship experience.
• Required Skills:
  • Strong knowledge of treasury management products, services, and payment systems.
  • Understanding of ACH, wire transfers, online banking platforms, fraud mitigation tools, and cash management solutions.
  • Exceptional customer service and relationship management skills.
  • Strong project management, organizational, and time management abilities.
  • Excellent verbal, written, and presentation skills.
  • Ability to analyze business processes and recommend solutions.
  • Proficiency in Microsoft Office Suite and customer relationship management platforms.
  • Ability to work independently while collaborating effectively across multiple business units.
• Preferred Skills:
  • Familiarity with CRM, project management, and workflow management systems utilized within a banking environment.
  • Strong understanding of online banking administration, user entitlements, treasury management system configuration, and customer onboarding workflows.
  • Experience with commercial and treasury management banking platforms, including Q2, Fiserv, and related digital banking solutions.

Conditions of Employment

Must be able to pass a criminal background & credit check

FLSA Status

Exempt

Supervisory Responsibility

This position does not have any direct reports.

Working Environment And Physical Demands

This job operates in a professional office environment. The role routinely uses standard office equipment such as computers, phones, copy machines, and printers.

Physical Requirements

sedentary, climbing, standing, stooping, or typing

Position requires schedule flexibility to work evenings and weekends as needed.

Travel

This position requires up to 25% travel.

Position Type

This is a full-time position.

Other

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Pay Range

USD $50,000.00 - USD $68,000.00 /Yr.