Senior Treasury Management Implementation Specialist
Fulton Bank, Phila, PA, United States
Overview
This is a full-time career opportunity that offers
hybrid
work schedule within our
5 state footprint of PA, MD, NJ, DE and VA
post training.
Core working hours Monday through Friday, 8:30 am - 5 pm.
This role is responsible for managing the onboarding and implementation of treasury management products and services for commercial clients. The specialist works closely with clients, internal teams, and third‑party vendors to ensure the successful integration of treasury management solutions. This role requires a deep understanding of treasury products, excellent communication skills, and a customer‑focused approach to deliver a seamless client experience.
Will also provide Tier II support to resolve client inquiries, issues, and/or technical support as needed. This role is client‑facing and will assist junior members of the team in supporting implementation and modification of services.
Responsibilities
Manage the end‑to‑end implementation of treasury management products, including cash concentration, disbursements, fraud protection, and electronic funds transfer solutions. Responsible for more complex treasury products.
Collaborate with clients, internal partners, and vendors to obtain required information, documentation, and file testing as required. Ensure setup is completed accurately and within defined service level agreements, meeting or exceeding customer expectations.
Serve as the primary point of contact for clients during the implementation phase, providing regular updates and ensuring clear communication on project timelines and deliverables. Conduct onboarding sessions with clients to review requirements, provide system training, and ensure a clear understanding of treasury product functionality.
Provide technical assistance, including hyper‑care support for all newly implemented services. Act as an escalation point for Cash Management support staff on cash management products (Tier II Support) and resolve technical challenges raised by staff or customers.
Maintain accurate documentation for all implementation activities, including client communications, system configurations, and troubleshooting steps.
Identify opportunities to improve the implementation process and provide suggestions to streamline workflows and enhance client satisfaction. Ensure all documentation and procedures comply with industry regulations and internal policies.
Maintain a deep understanding of cash management services and products to respond accurately and thoroughly to client inquiries.
Stay up to date with product enhancements, system updates, and new cash management offerings to provide relevant information and guidance to clients.
Assist clients in optimizing the use of cash management services to improve efficiency in managing their cash flow.
Provide overflow support for the Cash Management Customer Support Team as needed when call volumes increase due to a specific project or system failure.
Assist junior members of the team, providing mentoring and additional support for implementation or system issues.
Qualifications
Education : High School Diploma or equivalent. (Required)
Education : Bachelor's Degree or equivalent experience. (Preferred)
Experience : 5 or more years in cash management, commercial banking, or related client implementations or technical support. (Required)
Experience : 2 or more years of project management or similar experience. (Required)
Proven experience in customer service, preferably in a banking or financial services environment. (Required)
Strong organizational skills with the ability to manage multiple client implementations simultaneously. (Required)
Proven ability to manage timelines and meet deadlines. (Required)
Proven leadership skills and the ability to mentor junior team members. (Required)
Excellent communication skills, both verbal and written, with a customer‑centric approach. (Required)
Familiarity with project management tools and practices. (Required)
In-depth knowledge of cash management principles, banking products, and financial systems. (Required)
Other Duties as Assigned by Manager
This role may perform other job duties as assigned by the manager. Each employee of the organization, regardless of position, is accountable for reading, understanding, and acting on the contents of all company‑assigned and/or job related compliance programs, regulations and policies and procedures. This includes but is not limited to understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Pay Transparency
Base salary range for this position is $51,600.00 - $86,000.00 annually. Additional compensation is based on individual and company performance. Short‑term incentive compensation is available to eligible employees.
Benefits
Fulton Bank offers a comprehensive benefits package to qualified employees, including medical plans with prescription drug coverage, flexible spending or health savings accounts, dental and vision insurance, life insurance, 401(k) program with employer match, employee stock purchase plan, paid time off, holiday pay, paid volunteer time, disability insurance, maternity and parental leave, adoption assistance, educational assistance, and a robust wellness program.
EEO Statement
Fulton Bank is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train, and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
#J-18808-Ljbffr
This is a full-time career opportunity that offers
hybrid
work schedule within our
5 state footprint of PA, MD, NJ, DE and VA
post training.
Core working hours Monday through Friday, 8:30 am - 5 pm.
This role is responsible for managing the onboarding and implementation of treasury management products and services for commercial clients. The specialist works closely with clients, internal teams, and third‑party vendors to ensure the successful integration of treasury management solutions. This role requires a deep understanding of treasury products, excellent communication skills, and a customer‑focused approach to deliver a seamless client experience.
Will also provide Tier II support to resolve client inquiries, issues, and/or technical support as needed. This role is client‑facing and will assist junior members of the team in supporting implementation and modification of services.
Responsibilities
Manage the end‑to‑end implementation of treasury management products, including cash concentration, disbursements, fraud protection, and electronic funds transfer solutions. Responsible for more complex treasury products.
Collaborate with clients, internal partners, and vendors to obtain required information, documentation, and file testing as required. Ensure setup is completed accurately and within defined service level agreements, meeting or exceeding customer expectations.
Serve as the primary point of contact for clients during the implementation phase, providing regular updates and ensuring clear communication on project timelines and deliverables. Conduct onboarding sessions with clients to review requirements, provide system training, and ensure a clear understanding of treasury product functionality.
Provide technical assistance, including hyper‑care support for all newly implemented services. Act as an escalation point for Cash Management support staff on cash management products (Tier II Support) and resolve technical challenges raised by staff or customers.
Maintain accurate documentation for all implementation activities, including client communications, system configurations, and troubleshooting steps.
Identify opportunities to improve the implementation process and provide suggestions to streamline workflows and enhance client satisfaction. Ensure all documentation and procedures comply with industry regulations and internal policies.
Maintain a deep understanding of cash management services and products to respond accurately and thoroughly to client inquiries.
Stay up to date with product enhancements, system updates, and new cash management offerings to provide relevant information and guidance to clients.
Assist clients in optimizing the use of cash management services to improve efficiency in managing their cash flow.
Provide overflow support for the Cash Management Customer Support Team as needed when call volumes increase due to a specific project or system failure.
Assist junior members of the team, providing mentoring and additional support for implementation or system issues.
Qualifications
Education : High School Diploma or equivalent. (Required)
Education : Bachelor's Degree or equivalent experience. (Preferred)
Experience : 5 or more years in cash management, commercial banking, or related client implementations or technical support. (Required)
Experience : 2 or more years of project management or similar experience. (Required)
Proven experience in customer service, preferably in a banking or financial services environment. (Required)
Strong organizational skills with the ability to manage multiple client implementations simultaneously. (Required)
Proven ability to manage timelines and meet deadlines. (Required)
Proven leadership skills and the ability to mentor junior team members. (Required)
Excellent communication skills, both verbal and written, with a customer‑centric approach. (Required)
Familiarity with project management tools and practices. (Required)
In-depth knowledge of cash management principles, banking products, and financial systems. (Required)
Other Duties as Assigned by Manager
This role may perform other job duties as assigned by the manager. Each employee of the organization, regardless of position, is accountable for reading, understanding, and acting on the contents of all company‑assigned and/or job related compliance programs, regulations and policies and procedures. This includes but is not limited to understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Pay Transparency
Base salary range for this position is $51,600.00 - $86,000.00 annually. Additional compensation is based on individual and company performance. Short‑term incentive compensation is available to eligible employees.
Benefits
Fulton Bank offers a comprehensive benefits package to qualified employees, including medical plans with prescription drug coverage, flexible spending or health savings accounts, dental and vision insurance, life insurance, 401(k) program with employer match, employee stock purchase plan, paid time off, holiday pay, paid volunteer time, disability insurance, maternity and parental leave, adoption assistance, educational assistance, and a robust wellness program.
EEO Statement
Fulton Bank is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train, and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
#J-18808-Ljbffr