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Treasury Management Implementation Specialist I

Simmons Bank
Little Rock, USA
Full-time
Junior · 1–2 years experience
Onsite
Discovered 3 days ago

Full Job Posting

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

The Treasury Management Implementation Specialist I is responsible for onboarding new clients and implementing Treasury Management products and services. This role involves working closely with clients, internal teams, and external partners to ensure a successful implementation of treasury services.

Essential Duties and Responsibilities

· Open new commercial accounts.

· Manage multiple implementation requests simultaneously, ensuring timely and successful completion.

· Coordinate with internal teams to obtain required business documentation.

· Prepare agreements and new account documentation relative to Treasury Management services.

· Work directly with clients to obtain signatures for new and existing Treasury Management services.

· Implement products and services for new and existing TM customers.

· Facilitate training to clients on all Treasury Management products and services.

· Complete Account Analysis for new implementation requests.

Qualifications

  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The skills listed below are needed to drive progress and decisions across various business lines.
  • Ability to follow internal policies and procedures
  • Excellent written and verbal communication skills
  • · Strong organizational skills and attention to detail
  • · Ability to prioritize tasks and manage time effectively.
  • Ability to work independently and as part of a team in a fast-paced environment
  • · Proficient with Microsoft Suite (Outlook, Word, Excel)
  • Education and/or Experience
  • · High School Diploma or equivalent.
  • Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.

Skills

  • Ability to follow internal policies and procedures
  • Excellent written and verbal communication skills
  • · Strong organizational skills and attention to detail
  • · Ability to prioritize tasks and manage time effectively.
  • Ability to work independently and as part of a team in a fast-paced environment
  • · Proficient with Microsoft Suite (Outlook, Word, Excel)

Education and/or Experience

  • · 1-2 years of applicable banking experience, Treasury Management experience preferred.
  • · Preferred: Bachelor’s degree in a business-related field.

Preferred Qualifications

  • · 1-2 years of applicable banking experience, Treasury Management experience preferred.
  • · Preferred: Bachelor’s degree in a business-related field.

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