Treasury Management Fulfillment Specialist

First Horizon - Birmingham, AL

Full-time - Mid Level

Onsite - Birmingham, AL

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 collaboration with the Client Implementation team. The specialist plays a key role in enhancing customer satisfaction and driving new revenue flow through efficient operations and professional communication.

Responsibilities

• Receive incoming product setups and maintenance through the iFocus queue.
• Verify incoming information for accuracy and completeness.
• Enter setup information or maintenance in the correct backend system for various Treasury Management services.
• Assist the Client Implementation team with file mapping and testing of various financial files.
• Coordinate the efficient operation of the department while maintaining confidentiality.
• Fast-track new revenue flow and positively influence customer satisfaction by delivering a superior onboarding experience.
• Maintain a high-level understanding of the bank's internal and customer-facing systems.
• Demonstrate professionalism and communicate clearly and concisely.
• Attend meetings and training to enhance knowledge of Treasury Management products and processes.
• Perform other duties as assigned.

Requirements

• Bachelor's degree (BA/BS) from a four-year college or university and five to seven years of related experience and/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, procedures, and regulatory issues.
• Strong commitment to client satisfaction.
• Excellent written and verbal communication skills; ability to manage internal and external relationships effectively.
• Ability to self-prioritize tasks.
• Strong planning, project organization skills, and attention to detail.

Nice-to-haves

• Certified Treasury Professional (CTP) 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