Treasury Management Onboarding Strategy Manager in Memphis, TN at First Tennessee Bank

Date Posted: 9/12/2019

Job Snapshot

Job Description

Job Summary:
The Treasury Management Onboarding & Services Strategy Manager is responsible for the coordination and execution of strategic projects across the department. Responsibilities include overseeing strategic projects involving the delivery of high quality client experience initiatives, improved technology solutions and leading the changes to introduce efficiencies and improvements. Ensures duties are carried out in an efficient and cost effective manner.

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. Requirements Requirements/Education/Experience:

• 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


  • 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