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Treasury Management Onboarding Specialist in Memphis, TN at First Tennessee Bank

Date Posted: 4/8/2019

Job Snapshot

Job Description

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

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
  • 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