TM Onboarding Specialist I

Cadence Bank
United States, Texas, Houston
Mar 31, 2025
Description What The Role Is: The Treasury Management (TM) Onboarding Specialist I is responsible for supporting a team of Treasury Management Sales Officers (TMO) and Relationship Managers (RM) ensuring the smooth implementation of all Treasury products, ACH, Wire, Positive Pay, Remote Deposit Capture, Lockbox, Bill Pay, File Mapping etc.. This position is expected to meet with assigned clients during the implementation to execute the agreed upon contract, build relationships, provide client training, and ensure client satisfaction. This position plays a key role in the end-to-end of customer implementation function for Treasury Management Services and is critical to a high-quality onboarding customer experience. How You will Make an Impact Identify clients requirements and provide subject matter expertise regarding product onboarding and file transmittal data mapping. Create and Manage project plans and timelines to ensure the client is in production by requested go live date. Provide matrix leadership to cross-functional teams to accomplish project tasks and timelines The ability to communicate and share information in a way that leads to meaningful conversations and to be efficient in addressing the real issue and finding the best path forward. Implement business processes and configuration necessary to meet client requirements. Execute all necessary onboarding agreements, contracts, and exhibits in order to adhere to all audit requirements. The ability to overcome new challenges, provide concrete results of your engagement and ability to anticipate and proactively take initiative to qualify a problem or challenge resulting in a (creative) solution. Proactively identifies, evaluates, recommends, and implements changes to operational processes/procedures resulting in departmental efficiencies. Manages and leads productive client onboarding and post Onboarding meetings with all involved parties. Work with vendors for third party services by managing expectations and monitoring deliverables. Must be able to work independently and manage workflow and expectations with little oversight. Some travel required for onsite client meetings. Maintains up-to-date knowledge of competitors' products and pricing in the market. Who You Are To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Knowledge of treasury management products, functions, support systems and related policies, procedures, and regulatory issues 3 + years of previous implementation/project management experience with ACH, Wire, Positive Pay, Remote Deposit Capture, Lockbox, Bill Pay, File Mapping etc. Ability to work independently with an analytical aptitude Attention to detail and the ability to manage multiple priorities Excellent written and verbal communication skills a must; candidate should be able manage internal and external relationships effectively A track record of gaining an understanding of client needs and delivering excellent customer service Ability to self-prioritize and excellent time management skills Strong planning, project organization skills and attention to detail Proficient with Microsoft Word, Excel, Outlook, Salesforce and Commercial Center Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)