Treasury Management Implementations Specialist

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.

The Treasury Management Implementation Specialist for Commercial Payments is a pivotal role responsible for partnering with our internal Payments partners to coordinate post sale implementation of our commercial treasury management payment products. This individual will ensure the client’s requirements are being met while working efficiently and effectively to expedite the time to market for our client.

This role will lead end-to-end processes, manage dependencies, and liaise with stakeholders as part of a team at the front end of innovation. In addition, this individual will be responsible for consulting with and supporting the client while training them on FNBO’s online tools to ensure the clients’ success.

The Treasury Management Implementation Specialist enhances and optimizes the way products are delivered to our customers. As a key member of the team, this individual creates solutions and efficiencies that enable successful implementations in an expedient and organized way.

About This Role:

• Client implementation of services, training, and initial support.
• Serve as the primary point of contact while guiding them through the implementation process and training for commercial products and provide initial support.
• Coordinate with internal teams, including but not limited to Legal, Credit, Operations, and Customer Support, to ensure timely and seamless client setup.
• Manage the collection and review of necessary documentation, contracts, and agreements to facilitate the client implementation process.
• Anticipate customer implementation needs and operational expectations.
• Maintain open and proactive communication with clients throughout the implementation process, addressing any questions, concerns, or issues in a timely and professional manner.
• Serve as a liaison between clients and internal teams, facilitating communication and collaboration to resolve any challenges or obstacles to successful client implementation.
• Provide proactive problem solving and critical thinking with regards to client issues.
• Maintain clear, consistent, and concise internal communication across multiple teams.
• Training and Education
  • Coordinate training sessions for clients with new treasury management services, ensuring they have the knowledge and skills needed to effectively utilize the products post-implementation.
  • Educate commercial payment customers of the appropriate internal resources to develop training materials, guides, and resources to support client education and adoption of commercial products.
• Process Improvement and Optimization
  • Continuously assess and evaluate sales processes and procedures for commercial products post-sale, identifying opportunities for improvement and optimization.
  • Communicate potential process enhancements and best practices to streamline workflows, reduce friction, and enhance the overall client experience to leadership for consideration.
• Collaborate with other teams to conduct surveys and gather client feedback.
• Ensure clients have the necessary tools and knowledge to continue a successful program.
• Risk Management and Compliance
  • Identify and mitigate potential risks or issues that may impact client satisfaction or business outcomes.
  • Ensure compliance with Bank’s risk, controls, compliance policies, procedures, and regulatory requirements as well as contractual obligations in all client interactions and transactions.
• Professional Development
  • Stay abreast of industry trends, market developments, and best practices in sales.
  • Seek opportunities for professional development and skills enhancement to continuously improve performance and effectiveness in the role.
• Other duties as assigned by leadership

The Ideal Candidate for This Role:

Qualifications:

• Bachelor’s Degree preferred (Finance, or related field).
• Minimum 3+ years relevant experience in treasury management products, client implementation, or project management roles, preferably within the financial services or commercial banking industry.
• Strong organizational skills and attention to detail, with the ability to manage multiple tasks and priorities effectively.
• Excellent communication, interpersonal, and customer service skills.
• Ability to work independently and collaboratively in a fast-paced, dynamic environment.
• Knowledge of commercial products, financial services, or related industries is ideal.

Additional Requirements:

• Ability to work independently and collaboratively in a fast-paced, dynamic environment.
• Strong problem-solving skills and ability to navigate complex client and internal stakeholder relationships.
• Strong project management skills, with the ability to manage multiple projects and deadlines simultaneously.
• Flexibility to adapt to changing priorities and business needs.
• Commitment to delivering high-quality service and support to clients and internal stakeholders.
• Willingness to travel for client meetings or team events.
• Experience managing processes involving multiple stakeholders.
• Proficiency in Microsoft Office suite (Word, Excel, PowerPoint, Outlook) and CRM software.

Desired:

• Treasury, Global Banking, Merchant and FinTech experience
• Knowledge of applicable credit card Networks rules and regulations.
• Experience working with Salesforce.

Candidates must possess unrestricted work authorization and not require future sponsorship.

Compensation:

Compensation range (base pay): $62,047.00-$102,377.00

This role may have a specific starting pay within this range.

Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.

Work Environment:

It is anticipated that the incumbent in this role will work in a hybrid capacity, balancing in-person collaboration three (3) days a week with remote flexibility two (2) days a week. As part of our team, you'll experience the energy and relationship-building of face-to-face collaboration while still enjoying the flexibility of remote workdays. We provide the tools and technology to ensure seamless transitions between work environments, supporting your productivity wherever you are. Please note that work location is subject to change based on business needs.

Benefits Overview:

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

• Medical, Dental, Vision Insurance

• 401k, With Matching Contributions

• Time Off Programs

• Health Savings Account (HSA)/Dependent Care

• Employee Banking

• Growth Opportunities

• Tuition Assistance

• Short-Term/Long-Term Disability Insurance

Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.

For additional information regarding compensation and benefits, e-mail FNBO at [email protected]. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number: R-20251338

Equal Opportunity & Belonging:

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.

Learn more here.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

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FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)

Application Deadline:

All our jobs will be posted for a minimum of 5 calendar days.  Job postings may come down prior to 5 calendar days based on volume of applicants.