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Treasury Management Implementation Consultant

Company: MidFirst Bank
Location: Phoenix
Posted on: January 27, 2023

Job Description:


The Implementation Consultant is responsible to implement products and services sold to business clients, working closely with Commercial Services and Operations personnel, as well as Relationship Managers and Commercial Banking Officers to ensure that products and services are established as priced and documented. This position is responsible for, but not limited to, the
This newly created position will support two to three TMSOs with primary office location dependent upon selected candidate.
Job Responsibilities:


  • Implement and train customers on new TM services established and train new users of existing customers as requested
  • Works directly with TMSOs, Relationship Managers, Bank Operations, Customer Service and Treasury Support regarding available options for delivery of products
  • Coordinate with support personnel for more complex programming, when necessary, to provide services to customers with unique needs
  • Communicate with TMSOs on the status of all pending implementations and review all service set ups to ensure a smooth introduction to MidFirst Bank
  • Responsible for the preparation and/or coordination of agreements as well as making sure customers execute and return agreements
  • Review monthly billing to validate new services are implemented and billed correctly before introducing Commercial Services as a daily contact
  • Follow up with customers to ensure all newly implemented services are meeting expectations
  • Identify product improvements and solutions observed during implementation and training and communicate gaps and opportunities to Commercial Product Management
  • Coordinate with Treasury Management Sales Officers on all aspects of Remote Deposit installations

    The qualified candidate will possess a Bachelor degree or equivalent professional experience and a minimum of 5 years in Treasury Management sales, Commercial or Bank Operations. Incumbent must have demonstrated knowledge of treasury management products and related business, financial and risk management processes, bank operations and compliance. Proficiency with word processing, spreadsheet and presentation software required. Familiarity with various financial payment software applications desired.

Keywords: MidFirst Bank, Phoenix , Treasury Management Implementation Consultant, Executive , Phoenix, Arizona

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