TM Onboarding Specialist / TM Senior Onboarding Specialist in Memphis, TN at First Tennessee Bank

Date Posted: 8/22/2019

Job Snapshot

  • Employee Type:
  • Location:
    Memphis, TN
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
  • Job ID:

Job Description

The Treasury Management Onboarding Specialist is responsible for onboarding new and existing clients with Treasury management products (Lockbox, ACH, PCard, and/or RDC).

The following statements are intended to describe the general nature and level of work performed; they are not intended to be an exhaustive or exclusive list of the required responsibilities, duties and skills; Management retains the discretion to add to or change the duties and requirements of this position at any time, with or without notice, as business needs dictate.

1. Onboard Treasury products and services for new and existing Treasury clients
2. Project management oversight to drive accuracy and timeliness of onboarding process
3. Manages project completion with internal product managers/business partners and clients
4. Act as a liaison with various internal departments to facilitate implementation of products
5. Works with client and internal teams to schedule/complete testing for product conversion
6. Communicate directly with clients or their designees regarding testing and any format changes needed
7. Provides guidance and support to internal business partners in order to meet the needs of external clients
8. Monitors work queues and complete assigned tasks within SLAs
9. Maintain a thorough understanding of all business products
10. Coordinate smooth transition of new clients to Support after set up
11. Provide client training for various Treasury products as needed
• Bachelor degree, Associate degree and 2 years of experience or a minimum of 4 years related experience
• Subject matter expertise in one or more (ACH, Lockbox, PCard or RDC)
• Strong time management and organizational skills evidenced in previous assignments
• Thorough knowledge of Microsoft products and keyboarding skills
• Self-starter, works with minimal direction
• Strong verbal and written communication skills
• Interpersonal skills and team orientation
• Service orientation
• Ability to meet deadlines


CONTROL RELATED RESPONSIBILITIES: Become knowledgeable regarding the department's internal controls as outlined in the policies and procedures and comply with all control requirements.

COMPLIANCE: Ability to comprehend and adhere to Federal and State banking regulations, including compliance with the Bank’s Bank Secrecy Act/Anti Money Laundering (BSA/AML) program. Follows all Company policies and procedures, and successfully participates in regulatory and Company training requirements via multiple and variable delivery methods.

Displays commitment to ensuring compliance with regulatory regulations through:
• adhering to regulatory requirements
• monitoring and reporting BSA/AML risks
• completing assigned compliance training courses

SAFETY, SECURITY and CONFIDENTIALITY: This position requires keeping complete confidentiality of all customer transactions and information, and paying close attention to security within and around the bank's premises at all times.

The physical demands, travel and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to use hands to finger, handle or feel; reach with hands and arms; and talk or hear. The employee frequently is required to sit. This position regularly uses a computer (keyboard/mouse/screen) and telephone. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.

TRAVEL: Work includes minimal travel.

WORK ENVIRONMENT: The work is performed in a normal office environment. The noise level in the work environment is usually low to moderate.

This job description does not constitute a contract for employment and either the incumbent or the Company may terminate employment at any time, for any reason, with or without notice.

Work Hours:
Monday thru Friday
9:00 am to 6:00 pm (CT)


  • All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, gender stereo typing, and age. First Tennessee is an EO employer – M/F/Vets/Disabled.
  • Please view Equal Employment Opportunity Posters provided by OFCCP