Treasury Management Implementation Specialist II

At Vantage Bank, we're driven by a deep commitment to supporting our customers, valuing our employees, embracing diversity, fostering meaningful connections, and providing outstanding service every step of the way.

JOB SUMMARY

The Treasury Management Implementation Specialist II independently manages Treasury Management implementations for commercial clients. They serve as the primary implementation contact for clients and internal partners while coordinating, configuring, testing, training, and supporting Treasury Management services throughout the implementation lifecycle. The Treasury Management Implementation Specialist II is responsible for reviewing documentation, managing implementation timelines, delivering client training, and ensuring successful deployment of Treasury Management solutions.

ESSENTIAL DUTIES

The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties as assigned.

• Manages end-to-end implementation projects for new and existing clients.
• Reviews and validates Treasury Management documentation for accuracy, completeness, and compliance.
• Coordinates projects involving ACH, Wires, Positive Pay, Remote Deposit Capture, Lockbox, Online Banking, Fraud Prevention Services, and related Treasury products.
• Conducts implementation meetings, client discovery calls, and product demonstrations.
• Provides thorough training to clients on Treasury Management products and services.
• Coordinates testing, file validation, and implementation readiness.
• Provides clients with login credentials and system access instructions.
• Partners with Treasury Management Sales Officers, Relationship Managers, Operations, and back-office teams.
• Resolves implementation issues and troubleshoot service setup challenges.
• Monitor implementation pipeline and ensure target deadlines are achieved.
• Recommend process improvements to enhance efficiency and client experience.
• Offers ongoing support and follow-up after implementation.
• Other duties as assigned.

QUALIFICATIONS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities and organizational limitations may result in some deviation from these guidelines.

• Bachelor's degree in Business, Finance, Accounting, Marketing, or a related field preferred; equivalent applied experience may be considered.
• 3+ years of Treasury Management, Cash Management, Commercial Banking, Deposit Operations, or related banking experience required.
• Prior experience implementing Treasury Management products and services is highly preferred.
• Prior project management and client relationship experience.
• Strong knowledge of Treasury Management products and services.
• Proficient computer skills with knowledge of Microsoft Office including, but not limited to, Word, Excel, PowerPoint, and Outlook, the Windows environment, and internet research skills.
• Excellent verbal, written, presentation and interpersonal communication skills.
• Must be a self-starter with the ability to work independently and as part of a team.
• Ability to interpret documentation, procedures, and regulatory requirements.
• Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
• Must be self-motivated with strong initiative, high level of accountability, and attention to detail.
• Ability to always maintain a high degree of ethical standards and complete confidentiality.

COMMUNITY IMPACT

Community involvement is part of who we are. Our culture is built on teamwork, purpose, and service. We value volunteerism and create opportunities for employees to connect, give back, and make a positive difference in our communities. As part of the Vantage Bank team, all associates should embrace our community involvement and culture to ensure we are making an impact.

BANK SECRECY ACT (BSA)

All employees of Vantage Bank, herein referenced to as the “Bank”, must comply with the terms of the BSA Policy upon acceptance of this position. The primary responsibility for enforcement of this policy and its operating procedures rests with the BSA/AML/OFAC Officer. However, it is the responsibility of each employee to take the required BSA training modules and become familiar with and adhere to the Bank Secrecy Act, Anti Money Laundering and Office of Foreign Asset Control Policy.

EOE/M/F/D/V