Treasury Management Fulfillment Specialist

First Horizon - Orlando, FL

Full-time - Mid Level

Onsite - Orlando, FL

5,001-10,000 employees

Credit Intermediation and Related Activities

About the position

The Treasury Management Fulfillment Specialist at First Horizon Bank is responsible for the accurate and timely implementation of Treasury Management products. This role is crucial for ensuring a high-quality onboarding experience for clients, involving the verification of incoming information, data entry into backend systems, and coordination with the Client Implementation team. The specialist plays a key role in enhancing customer satisfaction and driving new revenue flow through efficient operations.

Responsibilities

• Receive incoming product setups and maintenance through the iFocus queue.
• Verify incoming information for accuracy and completeness.
• Enter setup information or maintenance in backend systems for Online Banking, Remote Deposit Capture, and other services.
• Assist the Client Implementation team with file mapping and testing of various financial files.
• Coordinate efficient department operations while maintaining confidentiality.
• Fast-track new revenue flow and enhance customer satisfaction through superior onboarding experiences.
• Maintain a high-level understanding of the bank's internal and customer-facing systems.
• Demonstrate professionalism and clear communication in all interactions.
• Attend meetings and training to enhance knowledge of TM products and processes.
• Perform other duties as assigned.

Requirements

• Bachelor's degree (BA/BS) from a four-year college or university and 5-7 years of related experience or training; equivalent combination of education and experience may be substituted for a four-year degree.
• Previous implementation/fulfillment experience is a plus.
• Knowledge of treasury management products, functions, support systems, and related policies and procedures.
• Strong commitment to client satisfaction.
• Excellent written and verbal communication skills.
• Ability to self-prioritize tasks effectively.
• Strong planning, project organization skills, and attention to detail.

Nice-to-haves

• Certified Treasury Professional (CTP) is desirable.

Benefits

• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match