Treasury Management Implementation Specialist IV at Comerica
Comerica · Dallas, United States Of America · Onsite
- Professional
- Office in Dallas
Senior Treasury Management Implementation Specialist
The Treasury Management Implementation Specialist will be responsible for all aspects of the development and implementation of assigned projects and provides a single point of contact for those projects. Requires close collaboration across all Treasury Management Departments.
Successful incumbents possess customer-centricity, strong decision quality, robust technical experience, are good listeners, creative thinkers, effective negotiators, are willing to take command, and are able to build strong peer relationships.
The Treasury Management Implementation Specialist will be responsible for all aspects of the development and implementation of assigned projects and provides a single point of contact for those projects. Requires close collaboration across all Treasury Management Departments.
Successful incumbents possess customer-centricity, strong decision quality, robust technical experience, are good listeners, creative thinkers, effective negotiators, are willing to take command, and are able to build strong peer relationships.
Position Responsibilities:
- Plan, organize, and manage Treasury Management customer implementations of all levels of complexity using project schedules, status meetings, and email communication.
- Manage small to large projects from original concept through final implementation.
- Utilize Project Management methodology to effectively manage low, medium, and high-complexity product implementations and customer trainings.
- Manage risks and issues; this includes tracking, mitigating, resolving.
- Cultivate strong relationships with internal Bank partners and external customers to achieve excellent partnerships and delivery of successful product implementations and training.
- Collaborate with internal and external partners to provide SME assistance/consultations for TM products/services, ERP integration, implementation timelines, etc.
- Act as the customer advocate between TM, operations, vendors, and the customer, with the customer experience as the focal point.
- Provides technical and analytical guidance to project team.
- Manages timeline, scope and quality of projects can vary by scope, complexity, and size.
- Serve as a subject matter expert of Treasury Management products and how they operate
Skilled at managing the operational requirements of medium to large size commercial customers. - Knowledgeable about how customer systems relate and interact with Comerica's applications in order to determine compatibility.
- Provide quality training for TM products and ensure customer is comfortable with application(s).
- Assist customers with troubleshooting and resolving system related technical issues at all levels, including installation of bank software.
- Ensure a smooth transition from the Implementation team to the Relationship Center and/or Relationship Specialist upon completion of setup.
- Ability to work independently and still function well in a team environment.
- Demonstrate ability to follow tasks through to completion with minimum supervision and to simultaneously handle multiple tasks with flexibility and good judgment.
- Demonstrate well-developed time management and prioritization skills.
- Participate in projects related to process improvement, system conversions, implementation design, product knowledge, and changes that will affect individual and multiple customers.
- Strong analytical & technical skills.
