Process Manager

Senior Process Manager – Treasury Management Onboarding Specialist

Join a high-impact team driving client success through expert onboarding of Treasury Management products.

Role Highlights

Lead end-to-end onboarding for new and existing Treasury Management clients

Act as primary client contact from commitment to revenue generation

Customize implementation plans and manage cross-functional delivery teams

Provide product training and support to clients

Influence product enhancements through client feedback

Key Responsibilities

Operate independently with sound judgment

Deliver best-in-class client experience

Support sales officers on client calls and pre-sale planning

Facilitate kickoff and post-sale meetings

Track and manage implementation timelines and deliverables

Conduct client training sessions

Maintain active portfolio of implementations

Attend ongoing training to stay current on products and industry trends

Qualifications

Bachelor’s degree, military experience, or equivalent work experience

4+ years of Treasury Management product knowledge

4+ years of customer service experience

Strong leadership and technical skills

Ability to work under pressure and influence others

Pay Details : $ to $ per hour

Search managed by : Nicole Russ

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.