FAQs
What is the primary responsibility of a Treasury Management Implementation Analyst Senior?
The primary responsibility is to support a team of Treasury Management Sales Officers and ensure the smooth implementation of all Treasury products, managing the end-to-end complex customer implementation function for Treasury Management Services to provide a high-quality onboarding customer experience.
What are the key functions of this role?
Key functions include running large onboarding projects, defining project scope and deliverables, managing project expectations, performing requirements gathering, leading all phases of implementation, providing client training, and coordinating with multiple resources to meet client requirements.
What qualifications are required for this position?
Candidates must have an Undergraduate College Degree (BS/BA), 10+ years of related experience in Treasury Management Sales, Implementation, Product, or Support, along with strong communication skills, attention to detail, and project management or implementation experience is a plus.
What type of experience is preferred for this position?
Preferred candidates will have 10+ years of experience in a relevant environment, such as Treasury Management Sales, Implementation, Product, or Support. Previous experience in implementation or project management is also considered beneficial.
Are there any specific certifications that are desirable for this role?
Yes, certifications such as Certified Treasury Professional (CTP) and/or Project Management Professional (PMP) are desirable.
What skills are critical for success in this position?
Critical skills include strong planning and project organization abilities, attention to detail, excellent written and verbal communication skills, the ability to self-prioritize, time management, and a thorough understanding of treasury management products and customer service.
How often will the analyst meet with clients during the implementation process?
The Treasury Management Implementation Analyst Senior is expected to meet with assigned clients on a weekly basis during the implementation phase.
What software proficiency is required for this role?
Proficiency in Microsoft Word, Excel, and Outlook is required for this position.
What is the role's relationship with other departments?
This role involves partnering with Treasury Management Sales, Fulfillment, and Technical Support to ensure a smooth transition and hand-off of service implementation.
How important is client training in this position?
Client training is a critical aspect of this role, as the analyst is responsible for providing detailed training for new services to ensure client satisfaction.