First Horizon
Treasury Management Implementation Analyst Senior
First Horizon, Memphis, Tennessee, us, 37544
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 clientsAbility to define project scope and deliverables that support business goalsSets, manages, and effectively communicates project expectations to team members in a timely and clear mannerPerform requirements gathering, documentation, communication, and attend recurring meetings to meet goals as requiredDevelop and manage implementation project plansLead all phases of the implementation process including pre and post implementation supportProactively coordinate with multiple resources to ensure client requirements are metProvide detailed client training for new servicesPartner with Treasury Management Sales, Treasury Management Fulfillment, and Treasury Management Technical Support to ensure a smooth hand-off of service implementationCandidates 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 understandComplete work accurately and within required time frames to positively influence client satisfaction and support speed to revenue and delivery of a superior onboarding experienceMaintain understanding and ability to navigate across the bank's internal and client facing systemsPossess and demonstrate a high level of professionalism and communicate in a clear and concise mannerAttend meetings and complete training as required to continue development and to enhance knowledge of Treasury Management products, processes, and technologiesPerform other responsibilities as assignedQualifications:
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 plusAbility to work independently with an analytical aptitudeAttention to detail and the ability to manage multiple prioritiesExcellent written and verbal communication skills a must; candidate should be able manage internal and external relationships effectivelyAdaptable and resilient to all situations with an optimistic outlookKnowledge of treasury management products, functions, support systems and related policies, procedures, and regulatory issuesA track record of gaining an understanding of client needs and delivering excellent customer serviceAbility to self-prioritize and excellent time management skillsStrong planning, project organization skills and attention to detailProficient with Microsoft Word, Excel, and OutlookCertificates, Licenses, Registrations:
Certified Treasury Professional (CTP) and/or Project Management Professional (PMP) are desirableHours:
Monday - Friday9:00 AM - 5:00 PMAbout Us:
First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. 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.
Benefit Highlights:
Medical with wellness incentives, dental, and visionHSA with company matchMaternity and parental leaveTuition reimbursementMentor program401(k) with 6% matchMoreFirstHorizon.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.
Follow Us: FacebookX formerly TwitterLinkedInInstagramYouTube
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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 clientsAbility to define project scope and deliverables that support business goalsSets, manages, and effectively communicates project expectations to team members in a timely and clear mannerPerform requirements gathering, documentation, communication, and attend recurring meetings to meet goals as requiredDevelop and manage implementation project plansLead all phases of the implementation process including pre and post implementation supportProactively coordinate with multiple resources to ensure client requirements are metProvide detailed client training for new servicesPartner with Treasury Management Sales, Treasury Management Fulfillment, and Treasury Management Technical Support to ensure a smooth hand-off of service implementationCandidates 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 understandComplete work accurately and within required time frames to positively influence client satisfaction and support speed to revenue and delivery of a superior onboarding experienceMaintain understanding and ability to navigate across the bank's internal and client facing systemsPossess and demonstrate a high level of professionalism and communicate in a clear and concise mannerAttend meetings and complete training as required to continue development and to enhance knowledge of Treasury Management products, processes, and technologiesPerform other responsibilities as assignedQualifications:
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 plusAbility to work independently with an analytical aptitudeAttention to detail and the ability to manage multiple prioritiesExcellent written and verbal communication skills a must; candidate should be able manage internal and external relationships effectivelyAdaptable and resilient to all situations with an optimistic outlookKnowledge of treasury management products, functions, support systems and related policies, procedures, and regulatory issuesA track record of gaining an understanding of client needs and delivering excellent customer serviceAbility to self-prioritize and excellent time management skillsStrong planning, project organization skills and attention to detailProficient with Microsoft Word, Excel, and OutlookCertificates, Licenses, Registrations:
Certified Treasury Professional (CTP) and/or Project Management Professional (PMP) are desirableHours:
Monday - Friday9:00 AM - 5:00 PMAbout Us:
First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. 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.
Benefit Highlights:
Medical with wellness incentives, dental, and visionHSA with company matchMaternity and parental leaveTuition reimbursementMentor program401(k) with 6% matchMoreFirstHorizon.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.
Follow Us: FacebookX formerly TwitterLinkedInInstagramYouTube
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)