Client Delivery Specialist - Treasury Management

Job Title

This is a full-time career opportunity that can be hybrid within the Fulton Bank footprint as follows: DC, DE, MD, NJ, PA, VA.

Job Description

This role is responsible for leading the end-to-end onboarding and implementation of treasury management products and services for commercial clients. The specialist serves as the primary client-facing contact throughout the implementation lifecycle, coordinating with internal partners and third party vendors to ensure accurate, timely, and compliant setup of treasury solutions. Success in this role requires strong knowledge of treasury management products, the ability to manage multiple implementations simultaneously, and exceptional communication and relationship building skills. The specialist delivers a seamless client experience by providing proactive communication, technical support, and hands on training while ensuring all implementations meet defined service level agreements and regulatory requirements.

Responsibilities

• Manage the end-to-end implementation of treasury management products, including cash concentration, disbursements, fraud protection, and electronic funds transfer solutions. Collaborate with clients, internal partners and vendors to obtain required information, documentation, and file testing as required. Ensuring setup is completed accurately and within defined service level agreements meeting or exceeding customer expectations.
• Serve as the primary point of contact for clients during the implementation phase, providing regular updates and ensuring clear communication on project timelines and deliverables. Conduct onboarding sessions with clients to review requirements, provide system training, and ensure a clear understanding of treasury product functionality.
• Build strong relationships with clients by delivering high-quality, personalized service and ensuring that client needs are met promptly. Conduct regular check-ins with clients to ensure ongoing satisfaction with onboarding of products and address any concerns. Provide proactive communication regarding system setups, product updates, or potential delays that may affect the onboarding timeline.
• Provide technical assistance, including hyper-care support for all newly implemented services. Serves as an escalation point for Cash Management support staff on cash management products (Tier II Support) resolving challenges regarding technical issues raised by staff or customer.
• Maintain accurate documentation for all implementation activities, including client communications, system configurations, and troubleshooting steps. Ensure all documentation and procedures comply with industry regulations and internal policies.
• Maintain a strong understanding of cash management services and products, ensuring accurate and thorough responses to client inquiries. Stay up to date with product enhancements, system updates, and new cash management offerings to provide relevant information and guidance to clients.

Qualifications

Education

High School Diploma or equivalent. Specialty: general studies. (Required)

Bachelor's Degree or the equivalent experience. Specialty: general studies. (Preferred)

Experience

3 or more years cash management or commercial banking or related experience with a focus on client implementations or technical support. (Required)

1 or more years proven experience in customer service, preferably in a banking or financial services environment. (Required)

2 or more years proficiency in using MS Office Suite and familiarity with banking software or CRM systems. (Preferred)

Knowledge, Skills, and Abilities

• Strong organizational skills with the ability to manage multiple client implementations simultaneously (Required)
• Proven ability to manage timelines and meet deadlines. (Required)
• Excellent communication skills, both verbal and written, with a customer-centric approach. (Required)
• Strong knowledge of cash management principals, banking products and financial systems (Required)
• Familiarity with project management tools and practices. (Required)

Other Duties as Assigned by Manager

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Pay Transparency

To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location. The hourly rate for this position is $22.16 - $36.92.

Benefits

Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.

EEO Statement

Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.

Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.