Summary:

The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is accountable for managing all phases of the onboarding lifecycle, from project initiation to completion, or integrating seamlessly into projects already underway to ensure strategic alignment and successful delivery. Success in this position requires exceptional time management, deep subject matter expertise in commercial banking treasury services, and a comprehensive understanding of both functional and technical implementation components. The ideal candidate will demonstrate mastery of project management methodologies, subject matter expertise of treasury management products, outstanding communication and documentation skills, and the ability to strategically schedule and sequence activities to meet critical deliverables. They must also excel in driving alignment across internal teams, external partners, and clients, ensuring seamless execution and optimal outcomes. The Project Manager will orchestrate workflows with precision, engage key stakeholders, define and assign responsibilities, and establish clear expectations and accountability. Through strategic goal setting and milestone tracking, they ensure projects are delivered on time, exceed expectations, and achieve successful results. It is expected that the Project Manager will handle multiple client implementations concurrently.

Duties and Responsibilities:

• Project Planning & Execution:
  • Develop and manage detailed project plans, including activity sequencing, milestone tracking, and resource allocation.
  • Lead onboarding projects for a wide range of treasury products, ensuring technical and operational readiness.
  • Maintain accountability for project deliverables, timelines, and stakeholder engagement
• Stakeholder Management & Accountability:
  • Facilitate discovery and readiness meetings with clients and internal teams to define scope, roles, and responsibilities.
  • Serve as the primary point of contact for clients throughout the onboarding lifecycle.
  • Communicate project status, risks, and mitigation plans clearly and proactively.
  • Identify and engage key stakeholders across departments, including Sales, Service, Onboarding, Product, Vendors, Clients, and Technical Partners.
  • Lead with a proactive and solution-oriented communication style to maintain transparency, foster collaborations, and keep all parties aligned on project status and outcomes.
• Project Oversight & Escalation:
  • Maintain full control of the project timelines, milestones, and resources, ensuring alignment with project objectives.
  • Proactively escalate issues requiring senior management engagement to ensure timely resolution.
• Client Engagement & Guidance:
  • Conduct discovery and readiness meetings with clients and internal stakeholders to establish project scope, clarify objectives, and assign responsibilities.
  • Facilitate client meetings to review project status, address questions, and confirm project alignment with client goals.
• Cross-Functional Collaboration:
  • Partner with Sales, Product, Onboarding, Service, Vendors, and Technology teams to ensure seamless execution.
  • Collaborate with dedicated project managers when joining in-progress projects, ensuring continuity and clarity.
• Documentation & Communication:
  • Produce high-quality documentation including project plans, meeting notes, implementation guides, and client communications.
  • Demonstrate excellent verbal and written communication skills across all levels of the organization.
• Continuous Improvement & Process Optimization:
  • Identify opportunities to enhance onboarding processes and improve client experience.
  • Contribute to process optimization initiatives and promote best practices in project management.
  • Assist in modifying training materials, procedural documentation, and process guides to support ongoing improvement.

Basic Qualifications:

• Bachelor’s Degree
• 4+ years of experience in treasury management and project management with a proven record of leading complex implementations.

Preferred Qualifications:

• Excellent written and verbal communication skills, including professional grammar, tone, and presentation in both face-to-face and virtual environments.
• Strong project management capabilities with the ability to drive initiatives forward, maintain focus, and deliver results.
• Highly meticulous with strong organizational, analytical, and problem-solving abilities.
• Exceptional interpersonal skills, with the ability to build trust and maintain strong client relationships.
• Proven ability to manage multi-stakeholder projects in a dynamic, fast-paced environment.
• Collaborative mindset with the ability to work effectively across multiple lines of business and functional teams.
• Proficiency in Microsoft Office Suite and other project management tools.

Exempt Status: (Yes= not eligible for overtime pay) (No = eligible for overtime pay)

Workplace Type:

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.