Treasury Management Implementation Specialist

Treasury Management Implementation Specialist III, Treasury Management

The Treasury Management Implementation Specialist will be responsible for all aspects of the development and implementation of assigned products and provides a single point of contact for internal and external customers throughout the implementation process. Requires close collaboration across all Treasury Management Departments, Operations, and other internal Bank colleagues.

Position Competencies:

Successful incumbents are customer focused, have strong decision quality, drive for results, are good listeners and creative thinkers, negotiate well, take command of the situation, and build strong peer relationships.

Position Responsibilities:

Manages the delivery and success of small to mid-level complexity projects and Treasury

Management product implementations

Project tracking, analysis, and reporting

Plan, organize and manage large customer complex implementations using project schedules, status meetings, and open communication.

Manages risks and issues; this includes tracking, mitigating, resolving

Communicates effectively with Stakeholders

Manages the integration of client tasks and tracks and reviews client deliverables

Provides technical and analytical guidance to project team

Plans, executes, and closes projects

Manages timeline, scope and quality of projects can vary by scope, complexity, and size.

Manage a diverse portfolio of projects varying in size and complexity.

Serve as a subject matter expert of Treasury Management products and how they operate

Skilled at managing the operational requirements of medium to large size commercial customers

Understand Treasury Management products and how they operate.

Offer creative solutions to the increasingly complex problems faced by customers in the treasury management industry.

Knowledgeable about how the customer’s system relates to Comerica’s system in order to determine compatibility; participates in developing a strategy to resolve compatibility issues

Possess strong analytical & technical skills

Ability to work independently and also function well in a team environment

Demonstrated ability to follow tasks through to completion with minimum supervision and to simultaneously handle multiple tasks with flexibility and good judgment

Demonstrate well-developed time management and prioritization skills

Excellent written and verbal communication skills

Position Qualifications:

Bachelor’s degree from an accredited university

5 years financial services operations or Treasury Management experience, which includes external customer service experience

3 years of experience working with Treasury Management, Demand Deposit and Account

Analysis systems and Corporate Cash Management

3 years working with Microsoft Office products (i.e. Word and Excel)

Costa Mesa

8:00am – 5:00pm Monday – Friday.