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Treasury Implementation Manager

Company: DISYS
Location: Irvine
Posted on: April 10, 2021

Job Description:

The Commercial Banking Client Onboarding (CBCO) Technical Implementations Group (TIM) is responsible for implementing TS Core Cash Management and Card products with a focus on integrating the clients' payments and receivables systems with the bank's processing systems through file-based transmissions. The role is client-based with 50% or more of the time being direct client interaction. Depending on the team, the concurrent work load is between 10 - 40 client projects. Additionally, with CBCO's focus on improving client satisfaction, employee satisfaction and efficiency, there will be expected participation on projects and initiatives outside of direct client work.
Core Responsibilities:

  • Lead implementations of electronic Treasury Services products, including ACH, Positive Pay, Check Print, and Lockbox
  • Provide consultative advice regarding the configuration of electronic payables and receivables solutions
  • Scope client requests, translating business requirements into technical specifications for electronic Treasury Services products
  • Own the client experience across the onboarding function
  • Strong and demonstrated collaboration, facilitation and conflict management skills
  • Manage clear expectations by establishing clear timelines, deliverables and milestones
  • Ownership of internal and external communication and status updates
  • Ensure deliverables are met and hold owners accountable
  • Demonstrate creative problem solving and solid judgment
  • Own and escalate risk issues when they occur on a timely basis
  • Be a leader: identify gaps, come up with solutions, and implement changes
  • Identify, implement and lead innovative complex, large scale client onboarding solutions focused on end to end ownership of the client experience
  • Provide subject matter expertise for implementations, products & services, and training requirements directly to external clients and internal stakeholders
  • Lead collaborate dialogue with the client, sales team and subject matter experts to develop an implementations project plan tailored to the complex and dynamic needs of multi - entity, multi- jurisdiction clients
  • Manage client relationships and partner with the sales team to present and communicate to clients Leverage technology and promote digital adoption to exceed client expectations
  • Maintain controls agenda to ensure policies and procedures serve the client and protect the firm
    Required Qualifications:
    • 10 Years of relevant work experience in a professional setting
    • 5 years of project / program management experience
    • Client-facing experience
    • Exhibit adherence to policy and procedures and meet or exceed established SLA
    • Ability to communicate effectively with clients and internal partners through verbal and written (primarily e-mail) channels
    • Comfortable using technology such as WebEx and virtual meetings to enhance client discussions
    • Comfortable interacting with technology teams (application development, Quality Assurance, Production Support)
    • Able to embrace change, and pilot process enhancements and new products
      Preferred Qualifications:
      • BA / BS Degree
      • Prior experience in implementations, client service, and / or treasury services
        Digital Intelligence Systems, LLC (DISYS)is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Keywords: DISYS, Irvine , Treasury Implementation Manager, Accounting, Auditing , Irvine, California

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