Treasury Management Implementation Specialist

• Exemplary customer service experience
• Strong attention to detail and time management skills
• Confident and articulate communication skills
• Initiative and strong work ethic
• Ability to effectively build and maintain relationships with Emprise associates, vendors, and professional contacts
• An understanding of and commitment to our values

• Coordinate and execute implementation of Treasury Management products and services following customer commitment.
• Coordinate new Treasury Management services and changes for existing customers.
• Gather and review customer information and documentation based on business and product requirements.
• Establish implementation requirements, responsibilities, timelines, and next steps.
• Monitor implementation workflow and service levels to ensure requests are completed accurately and timely.
• Maintain ownership of implementation requests from initiation through completion.
• Maintain implementation information in applicable systems, including electronic signatures, OTEs, and related workflow requirements.
• Coordinate document exceptions and implementation obstacles with appropriate internal partners.
• Identify potential delays, dependencies, and customer-impacting issues and proactively communicate them.
• Confirm services are appropriately established and ready for customer use.

• Serve as a primary point of contact for customers throughout the implementation process.
• Establish clear expectations regarding requirements, timelines, responsibilities, and next steps.
• Coordinate activities across customers, Treasury Management Sales, Commercial Banking, Bank Operations, vendors, and other internal partners.
• Provide timely implementation status updates.
• Facilitate a smooth transition from implementation to ongoing Client Service.

• Review customer documentation for completeness and accuracy.
• Complete and monitor applicable workflow, documentation, electronic signature, and system requirements.
• Maintain accurate implementation records and supporting documentation.
• Perform quality-control reviews to identify missing or incomplete implementation requirements.
• Conduct post-implementation follow-up to identify outstanding items and confirm successful activation.

• Evaluate implementation processes for efficiency, effectiveness, customer experience, and operational risk.
• Identify recurring implementation challenges and recommend process improvements.
• Maintain implementation procedures, checklists, and supporting documentation.
• Recognize customer, operational, fraud, compliance, and service risks and escalate appropriately.

• Partner with the Technical Solutions Specialist when implementations involve technical configuration, integrations, automation, or specialized training.
• Partner with the Client Service Specialist to ensure an effective transition into ongoing support.
• Serve as backup to Client Services and Technical Solutions functions, as needed.
• Share implementation trends and recurring customer issues with the Treasury Management team.

Other duties as assigned within the scope and responsibility of the job