Treasury Management Implementation Specialist

Job Summary

The Treasury Management Implementation Specialist is responsible for opening new commercial accounts and implementing treasury management solutions for the bank.  This position obtains documents and compliance data and facilitates training/client onboarding to the HTB platform.  This role will also assist in audit or compliance related duties to ensure all regulatory and compliance requirements are satisfied within the account opening and new service onboarding process.  

Key Responsibilities / Essential Functions

• Facilitates the execution of new account documentation and treasury management agreements.

• Responsible for playing a key role in the end-to-end client implementation for Treasury Management Services.

• Offers sales advice and direct sales to our retail network for business clients.

• Proactively manages changes in project scope, identify potential crises, and devise contingency plans.

• Sets, manages, and effectively communicates project expectations to team members and clients in a timely and clear fashion. 

• Partners with Treasury Management Sales, Relationship team (Relationship Managers (RMs), Commercial Banking Assistants (CBAs), and Support and TM Risk to ensure a smooth hand-off of service implementation.

• Maintain confidentiality and security of sensitive information.

Job Requirements

Education:

• High school diploma or equivalent required.

Required:

• 2+ years of banking experience required with a concentration of customer service and/or treasury management implementation.

• Ability to work across large, complex organization to achieve results.

• Proficient knowledge in common business functions such as Microsoft Office suite, including Word, Excel, and PowerPoint.

• Track record of gaining and understanding customers’ needs and delivering excellent customer service.

• Excellent written and verbal communication skills is a must. 

• Ability to develop and maintain a high-level understanding and ability to navigate across the bank’s internal and customer facing systems.

• Possess and demonstrate a high level of professionalism and communicate in a clear, concise manner.

Preferred:

• Bachelor’s degree.

About HomeTrust Bank

HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, and Tennessee.

Learn more at www.htb.com.

Apply today to take your first steps towards joining this talented population of employees within a growing organization. 

Work Environment, Physical Requirements  

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.  HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation ...