Change Management Technical Specialist (Treasury Management)

EverBank

$80K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • University degree preferred
  • 3+ years of relevant experience; 5+ years preferred
  • Experience in Treasury Management/Cash Management
  • Demonstrated ability to develop and deliver training programs
  • Proficiency in Microsoft Office and Salesforce; experience with FIS BST preferred
  • Strong written and oral communication skills
  • Attention to detail and sense of urgency are essential

Responsibilities

  • Designs and delivers customized onboarding programs for sales, implementation, and servicing teams
  • Collaborates with training teams to enhance enterprise training resources
  • Manages training materials to keep them accessible and current
  • Advances transformation initiatives and simplifies existing processes
  • Aligns learning goals with business objectives in partnership with leadership
  • Evaluates training program effectiveness and reports trends for improvement

Benefits

  • Hybrid work model with at least one day of remote flexibility
  • Professional development opportunities
  • Collaborative work environment
  • Engagement with various business units
  • Impact on transformation initiatives and process improvements
Full Job Description
Change Management Technical Specialist
The Change Management Technical Specialist develops and implements comprehensive department-specific onboarding programs across our sales, service, and implementation teams. This role is responsible for developing and delivering specific training to external clients after onboarding for the assigned business unit.

Key Responsibilities and Duties
  • Designs, executes, and delivers onboarding tailored to the needs of sales, implementation, servicing, and business/corporate clients.
  • Collaborates with internal training teams to leverage existing resources and expertise, enhancing the overall enterprise training experience.
  • Manages and organizes training materials and programs to ensure they are accessible and up-to-date.
  • Role is critical in advancing transformation initiatives, including existing remediation work, simplification of existing processes and operational readiness.
  • Partners with Leadership to align learning goals and outcomes to business initiatives and goals.
  • Assesses program effectiveness using relevant metrics and correlates metrics with the learning objectives. Uses results to report on trends and continuously improve quality.

Educational Requirements
  • University (Degree) Preferred

Work Experience
  • 3+ Years Required; 5+ Years Preferred

Physical Requirements
  • Physical Requirements: Sedentary Work


Career Level
7IC

Additional Job Description
  • This role is critical in advancing Treasury Management transformation initiatives, including existing remediation work, simplification of existing processes and operational readiness.


Preferred Qualifications
  • Treasury Management/ Cash Management experience.
  • Experience building, developing and delivering training programs.
  • Strong written and oral communication skills. Excellent facilitation skills that foster engagement online and in-person.
  • Attention to detail, sense of urgency, and consistent follow-through are essential.
  • Technical skills: Proficient in Microsoft Office (PowerPoint, Excel). Strong preference for experience with Salesforce, Salesforce's Service Cloud, and FIS BST (Business Service Tool).

Hybrid work is a minimum of four days a week, one flexible day for remote work.

Expected Travel: 15%

Posting End Date: 06/20/25

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