Treasury Management Implementation Specialist

• At Emprise Bank, everything we do is focused on empowering people to thrive. We
• proudly work to provide an extraordinary customer experience to help our
• customers achieve their goals.

• The Treasury Management Implementation Specialist coordinates and executes the
• implementation of Treasury Management products and services for new and existing
• clients. This position manages implementation activities from customer
• commitment through activation and completion, ensuring customer requirements,
• documentation, systems, and internal dependencies are addressed accurately and
• timely.

• The Specialist serves as a central point of coordination among customers,
• Treasury Management Sales, Commercial Banking, Bank Operations, vendors, and
• other internal partners. The position manages multiple implementations
• simultaneously, establishes clear expectations, proactively identifies
• obstacles, and ensures a smooth transition from sale to successful
• implementation and ongoing service.

A successful candidate will have

• Exemplary customer service experience
• Strong attention to detail and time management skills
• Confident and articulate communication skills
• Initiative and strong work ethic
• Ability to effectively build and maintain relationships with Emprise

associates, vendors, and professional contacts

• An understanding of and commitment to our values

Essential functions of the role

• Implementation & Onboarding
• Coordinate and execute implementation of Treasury Management products and

services following customer commitment.

• Coordinate new Treasury Management services and changes for existing

customers.

• Gather and review customer information and documentation based on business

and product requirements.

• Establish implementation requirements, responsibilities, timelines, and next

steps.

• Monitor implementation workflow and service levels to ensure requests are

completed accurately and timely.

• Maintain ownership of implementation requests from initiation through

completion.

• Maintain implementation information in applicable systems, including

electronic signatures, OTEs, and related workflow requirements.

• Coordinate document exceptions and implementation obstacles with appropriate

internal partners.

• Identify potential delays, dependencies, and customer-impacting issues and

proactively communicate them.

• Confirm services are appropriately established and ready for customer use.

Client & Internal Coordination

• Serve as a primary point of contact for customers throughout the

implementation process.

• Establish clear expectations regarding requirements, timelines,

responsibilities, and next steps.

• Coordinate activities across customers, Treasury Management Sales, Commercial

Banking, Bank Operations, vendors, and other internal partners.

• Provide timely implementation status updates.
• Facilitate a smooth transition from implementation to ongoing Client Service.

Documentation & Quality Control

• Review customer documentation for completeness and accuracy.
• Complete and monitor applicable workflow, documentation, electronic

signature, and system requirements.

• Maintain accurate implementation records and supporting documentation.
• Perform quality-control reviews to identify missing or incomplete

implementation requirements.

• Conduct post-implementation follow-up to identify outstanding items and

confirm successful activation.

Process Improvement & Risk Management

• Evaluate implementation processes for efficiency, effectiveness, customer

experience, and operational risk.

• Identify recurring implementation challenges and recommend process

improvements.

• Maintain implementation procedures, checklists, and supporting documentation.
• Recognize customer, operational, fraud, compliance, and service risks and

escalate appropriately.

Team Collaboration

• Partner with the Technical Solutions Specialist when implementations involve

technical configuration, integrations, automation, or specialized training.

• Partner with the Client Service Specialist to ensure an effective transition

into ongoing support.

• Serve as backup to Client Services and Technical Solutions functions, as

needed.

• Share implementation trends and recurring customer issues with the Treasury

Management team.

Other duties as assigned within the scope and responsibility of the job

REQUIREMENTS

• High school diploma or GED.
• 1+ year of experience in banking, financial services, operations, client

onboarding, project coordination, or a related field.

• Experience coordinating implementations, projects, or complex customer

requests. (preferred)

• Treasury Management experience (preferred)
• Experience with ACH, Wires, Positive Pay, Remote Deposit Capture, online

banking, or other Treasury Management products. (preferred)

BENEFITS

• In addition to a competitive salary and benefits, Emprise offers professional
• growth, a rewarding and challenging environment, opportunities to be involved in
• our communities, and a culture of integrity, passion, and success.

• At Emprise Bank, empowering people to thrive means having an all-inclusive
• culture that honors our commitment to all dimensions of diversity in our
• workforce and embraces inclusion of all people. People of color, women,
• LGBTQIA+, veterans, and persons with disabilities are encouraged to apply.

• To learn more, please visit our website at www.emprisebank.com
• [http://www.emprisebank.com/].

Emprise Bank is an EEO/AA/ADA/Veteran Employer/Member FDIC/Drug Free Workplace.

• Emprise Bank participates in E-Verify and will provide your Form-I 9 to the
• federal government to confirm authorization to work in the United States.