Treasury Management Implementation Specialist

Treasury Management Implementation Specialist II

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.

Responsibilities

• Manage the delivery and success of small to mid-level complexity projects and Treasury Management product implementations.

• Organize and execute a large volume of customer implementations primarily focused on core Treasury Management service.

• Manage risk and customer-impacting issues during product implementations; includes tracking, mitigating, and problem resolution.

• Communicate effectively with customer and stakeholders.

• Manage the integration of client-dependent tasks and review deliverables with clients.

• Provide technical and analytical guidance to customers and internal partners.

• Manages timeline, quality, and customer expectations throughout the life of implementation projects.

• Manage a portfolio of customer requests varying in size, volume, and complexity.

• Serve as a subject matter expert of low-complexity/core Treasury Management products and how they operate.

• Offer creative solutions to the increasingly complex problems faced by customers in the Treasury Management industry.

• Be knowledgeable about how common accounting/ERP systems interact with Comerica's products in order to determine compatibility.

• Ability to work independently and also provide positive contributions in a team-environment.

• Demonstrate ability to follow tasks through to completion with minimum supervision.

• Possess the ability to simultaneously handle multiple tasks with flexibility and good judgment.

• Demonstrate well-developed time management and prioritization skills.

• Possess excellent written and verbal communication skills.

Qualifications

• Bachelor's degree from an accredited university or 4 years of relevant experience
• 3 years financial services operations or Treasury Management experience
• 3 years external customer service experience
• 3 years working with Microsoft Office products including Microsoft Teams
• 1 year of experience working with Treasury Management and/or Corporate Cash Management systems implementations preferred

San Jose Main8:00am

• 5:00pm Monday

• Friday