Commercial Implementation Specialist II

Business Implementation Specialist

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply.

The Business Implementation Specialist is responsible for effectively implementing and providing maintenance on all aspects of the products assigned to Treasury Management which include but are not limited to : Lock Box Services, Positive Pay, Deposit Express, ACH Origination, Reporting, Account Analysis, Cash Vault, Sweep Accounts, and Commercial Online Banking. Assess hard charges as applicable for non-analyzed accounts. Provide internal phone support to Branch Sales staff, Treasury Management Officers, and Sales Support staff as needed. Compose and update documentation and training material for Business Clients and Employees. Support all department owned applications, including for purposes of Release, DR, system upgrades, and special projects.

Essential Functions / Responsibilities :

• Performs complex tasks to support the Commercial Implementation group.
• Responsible for new implementation request and a backup to maintenance requests.
• Medium to high skill set; May be called upon to mentor a new Associate.
• Handles escalated issues and Resolution needs.
• Determines Level 3 Escalation, if necessary.
• Ability to multitask.
• May be a backup to a Commercial Operations Specialist III.
• Provides telephone and email support for stated business products to Sales Staff and Branch Employees.
• Works to ensure consistent and accurate implementation of business services, systems and products. Implementation to include document fulfillment (client facing documentation including, but not limited to signature documents, various agreements, and online banking setups).
• Ensures that all customer paperwork is accurately transmitted to core operating system and that standard operating procedures are followed including providing quality reviews for other Commercial Implementation Specialists' implementations and Sales Support staff's documentation submissions.
• Admin Duties (i.e. reporting, escalation of issues)
• Level 2 Issue research and resolution
• Oversees the daily operations of stated business products, includes manuals, fees, etc. to staff as needed.
• Responsible for composing and providing documentation, forms, and manuals to business clients and sales staff as needed.
• Responsible for the setup, documentation, and monitoring of Commercial Sweep Accounts and Commercial Web Pay.
• Monitors overall product for maximum efficiency and effectiveness.
• Participates in problem solving to help address unique customer situations.
• Prepares a variety of reports; maintains logs, lists, and records; and maintains customer contact data and information.
• Balancing & reconciliation of accounts
• May be asked to participate in special projects (i.e. conversion, release, disaster recovery, system upgrades)
• Participates in acquisitions conversions or de-conversions as assigned.
• Other duties as assigned

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job :

Preferred Knowledge and Skills Level of Complexity and Scope :