Location: Onsite at Memphis, TN, Raleigh, NC, New Orleans, LA, Chattanooga, TN, Dallas, TX, Nashville, TN, Miami, FL, Lafayette, LA, or Atlanta, GA.
Summary:
The Treasury Management (TM) Implementation Specialist is responsible for supporting a team of TM Sales Officers and ensuring the smooth implementation of all Treasury products. This position is expected to meet with assigned clients on a weekly basis during the implementation to execute the agreed upon contract, build relationships, provide client training, and ensure client satisfaction. This position plays a key role in the end-to-end complex customer implementation function for Treasury Management Services and is critical to a high-quality onboarding customer experience.
Essential Functions:
- Accountable for running large onboarding projects from beginning to end to implement treasury services for our commercial clients
- Ability to define project scope and deliverables that support business goals
- Sets, manages, and effectively communicates project expectations to team members in a timely and clear manner
- Perform requirements gathering, documentation, communication, and attend recurring meetings to meet goals as required
- Develop and manage implementation project plans
- Lead all phases of the implementation process including pre and post implementation support
- Proactively coordinate with multiple resources to ensure client requirements are met
- Provide detailed client training for new services
- Partner with Treasury Management Sales, Treasury Management Fulfillment, and Treasury Management Technical Support to ensure a smooth hand-off of service implementation
- Candidates should have working knowledge of complex Treasury Management products and services, such as ACH, Wires, Electronic Bill Payment, Lockbox, Integrated Account Payables, Transmissions, Image Cash Letter, etc.
- Ability to convey technical information in a way that is easy for others to understand
- Complete work accurately and within required time frames to positively influence client satisfaction and support speed to revenue and delivery of a superior onboarding experience
- Maintain understanding and ability to navigate across the bank’s internal and client facing systems
- Possess and demonstrate a high level of professionalism and communicate in a clear and concise manner
- Attend meetings and complete training as required to continue development and to enhance knowledge of Treasury Management products, processes, and technologies
- Perform other responsibilities as assigned
Qualifications:
- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required.
- Must have Undergraduate College Degree (BS/BA)
- 10+ years related experience in a relevant environment (Treasury Management Sales, Implementation, Product, or Support)
- Previous implementation/project management experience is a plus
- Ability to work independently with an analytical aptitude
- Attention to detail and the ability to manage multiple priorities
- Excellent written and verbal communication skills a must; candidate should be able manage internal and external relationships effectively
- Adaptable and resilient to all situations with an optimistic outlook
- Knowledge of treasury management products, functions, support systems and related policies, procedures, and regulatory issues
- A track record of gaining an understanding of client needs and delivering excellent customer service
- Ability to self-prioritize and excellent time management skills
- Strong planning, project organization skills and attention to detail
- Proficient with Microsoft Word, Excel, and Outlook
Certificates, Licenses, Registrations:
- Certified Treasury Professional (CTP) and/or Project Management Professional (PMP) are desirable
Hours:
- Monday - Friday
- 9:00 AM - 5:00 PM
About Us:
First Horizon Corp. (NYSE: FHN), with $82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Benefit Highlights:
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Corporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.
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