Treasury Solutions Onboarding Specialist

Treasury Solutions Onboarding Specialist

Job ID

2025-14836

Job Locations

US-GA-Atlanta | US-TN-Nashville | US-TN-Memphis | US-AL-Birmingham

Overview

The Treasury Solutions Onboarding Specialist will fulfill a key role for Renasant Bank's Treasury clients. This person must be motivated and passionate in creating legendary client experiences during the onboarding process of Treasury Solutions Services. This position will serve as the primary contact for Treasury Solutions client Onboarding which is the final step in the sales cycle. The Specialist will be responsible for managing the documentation, reviewing the system setup, as well as the training and installation of each service in a timely, efficient, and professional manner.

Location listed is preferred office location but other locations and working remotely within the Renasant footprint may be considered based upon convenience and business necessity.

RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER

Responsibilities

Must be a passionate advocate in creating superior quality onboarding experiences for all Treasury Solutions customers who enroll in new services thereby attaining client retention and referenceability

• Set the proper client expectation of each service's onboarding process, including timeline, mailings, and email notifications (pre, interim and post onboarding)
• Manage and execute on delivery and onboarding plans
• Documentation management

Receive executed Enrollment Forms and Maintenance Request

Regularly communicate onboarding status to the client, the TSO, appropriate Relationship Banker, and their manager

Qualifications

Work and collaborate with others as a team at all levels

Physical Demands

The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and / or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.

Work Environment

The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word " May ".

This job description is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and / or processes may be modified to reasonably accommodate persons with a disability as required by law.

This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.