This Commercial Implementation Specialist role will lead and coordinate all aspects of the project life cycle, manage multiple simultaneous projects, and partner with internal teams to ensure seamless client onboarding journeys. Key duties include onboard Treasury Management services, provide consultation for TMO and their clients, translate client needs into an optimal system design, and manage clear expectations and understanding, internally and externally.
Requirements
- High school diploma or equivalent and 5+ years proven program implementation or service experience, project management experience
- Strong attention to detail and follow-through
- Ability to work through partnership and own deliverables
- Strong understanding of customer facing internet-based applications
- Time management and organizational skills
- Strong verbal and written communication skills
- Strong presentation and negotiating skills
- Strong understanding of commercial treasury products
- Working knowledge and understanding of implementation, servicing, and operational processes, preferably at a financial services company
- Working knowledge of all bank platforms, systems, products
- Ability to work concurrently on multiple onboarding projects of varying durations and complexities with limited supervision in a fast-paced environment
- Highly motivated and ability to be a self-starter and work independently
- Strong analytical and problem-solving skills and a willingness to be innovative
- Strong proficiency of Microsoft Office suite (Excel, Word, PowerPoint, Project)
- Knowledge and understanding of Web-based Treasury applications, including but not limited to Pep+, mainframe, UMB Direct, UMB Online Banking or equivalent
- Knowledge and understanding of Cash Management products
Benefits
- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits
