Treasury Management Onboarding Strategy Manager in Charlotte, NC at First Horizon National Corporation

Date Posted: 12/26/2019

Job Snapshot

Job Description

Key Activities:

• Build out a foundation for excellence in delivery of onboarding and services projects
• Coordinate with technology, product management, vendors and teammates as needed for all onboarding and services team projects.
• Orchestrates the work of the Onboarding & Services team to ensure that all tasks are performed timely and to the appropriate quality standards. Applies project management knowledge, skills, tools and techniques to project execution.
• Identifies and leads the implementation of enhanced processes to improve quality and efficiency.
• Consults with department managers to capture agreed upon business requirements.
• Oversees a sound and efficient procedural update practice
• Manage and coordinates department training

This role will represent Onboarding and Services in the overall Treasury Management roadmap initiatives to drive consistency in customer experience and a prioritization of projects and resources. In addition the role will have day to day responsibility for department training and procedure processes.

Success for this role will be a balance between project work and the delivery of cross department services - procedure writing, training and other services as identified.


• Thorough understanding of financial services business products and payments
• Knowledge of procedures associated with financial services business products
• Chooses courses of action or makes decisions that are consistent with policies and procedures; efficiently and effectively
• Ensures compliance with established bank policies, guidelines and regulatory requirements.


• Fosters a positive working environment
• Functions as a collaborator with and extension of the onboarding teams and our partners
• Provides guidance and support to internal business partners in order to meet the needs of external customers in ongoing strategies and projects
• Able to coach internal business partners on business processes, products and requirements
• Provides timely, complete and accurate response to project team needs and in the delivery of project status reports to the Onboarding and Servicing leadership team
• Continually searches for ways to improve practices and remove barriers
• Addresses project needs by involving the right people at the right time
• Demonstrates a strong sense of ownership and a commitment to achieving meaningful results
• Projects a positive image, acknowledges others efforts and accomplishments, exerts extra effort and a personal commitment to work
• Handles all situations in a professional, ethical manner
• Escalates special situations or problems as necessary


• High energy with a ‘take charge’ and ‘make it happen’ attitude.
• Strong leadership and mentoring skills. Ability to lead and motivate personnel.
• Commitment to customer satisfaction in rapidly growing and changing environments.
• Must possess strong written and oral communication skills.
• Client-service orientation. Skilled in establishing and maintaining a high level of client trust and confidence in the group’s knowledge of and concern for clients’ needs.
• The successful candidate must possess the sophistication, communication, and interpersonal relationship skills to achieve results through credibility and earned influence, often in the absence of, or without the overt use of, direct authority.
• Handles a high volume of work in a fast paced and at times stressful environment

* The candidate hired can work either from Memphis, Nashville, Knoxville, Chattanooga, Charlotte, NC or Raleigh, NC.


• Bachelor’s degree preferred and an advanced degree is a plus
• 10+ years commercial banking experience required
• Experience with project management and project management tools/practices; quick learner
• Strong time management and organizational skills evidenced in previous assignments
• Thorough knowledge of Microsoft products
• Self-starter, works with minimal direction
• Strong verbal and written communication skills
• Strong interpersonal skills and ability to work within all levels inside and outside of the organization
• Ability to meet deadlines with strong time management abilities

Work Hours:
Monday thru Friday
8:00am - 5:00pm


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)