Treasury Solutions Onboarding Specialist

Treasury Solutions Onboarding Specialist

The Treasury Solutions Onboarding Specialist will fulfill a key role for Renasant Bank's Treasury clients. This person must be motivated and passionate in creating legendary client experiences during the onboarding process of Treasury Solutions Services. This position will serve as the primary contact for Treasury Solutions client Onboarding which is the final step in the sales cycle. The Specialist will be responsible for managing the documentation, reviewing the system setup, as well as the training and installation of each service in a timely, efficient, and professional manner.

Location listed is preferred office location but other locations within the Renasant footprint may be considered based upon convenience and business necessity.

RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER

Responsibilities

• Must be a passionate advocate in creating superior quality onboarding experiences for all Treasury Solutions customers who enroll in new services thereby attaining client retention and referenceability
• Set the proper client expectation of each service's onboarding process, including timeline, mailings, and email notifications (pre, interim and post onboarding)
• Manage and execute on delivery and onboarding plans
• Documentation management
  • Receive executed Enrollment Forms and Maintenance Request
  • Review documents to ensure proper completion and execution
  • Initiate workflow to Treasury Operations and/or other bank partners for service implementation
  • Verify and troubleshoot final system setups to ensure features/options selected are functional
  • Ensure all new and existing services are properly linked for applicable service charge (via Account Analysis Charges or direct charges) and have the appropriate exception approvals if applicable
• Customer-facing responsibilities
  • Regularly communicate onboarding status to the client, the TSO, appropriate Relationship Banker, and their manager
  • Provide training and end-user support during and after the onboarding process until turned over to Treasury Solutions Support Team
  • Perform quality assurance on onboardings
  • Manage the resolution of client issues via phone and e-mail in a timely and accurate manner to complete the onboarding process
  • Arrange post-onboarding review with the client to ensure complete client delight and retention
• Assist with maintaining onboarding procedures, quality assurance procedures, and Treasury Solutions product guides
• Assist with training internal clients on all Treasury Solutions products
• Work on special projects as requested
• Adhere to Renasant Bank's Service Standards Policy and Core Values RNSTX
• Flexibility with work schedule, including possible nights and weekends
• Adhere to regulatory guidelines for customer authentication and product disclosures
• Maintain confidentiality and security of customer information according to regulatory guidelines and company policies
• Seek opportunities to differentiate the customer experience through identifying solutions suitable for client's current or future needs based on life events and risk tolerances
• Perform other related duties as assigned

Qualifications

• A high school diploma or equivalent required; Bachelor's degree is preferred
• At least 5 years of Banking experience with at least 3 years Commercial Banking or Treasury Management in a Client Support, Implementation Management, Product Management or Treasury Sales role
• A track record of gaining and understanding the client's needs and delivering superior customer service
• Exceptional written and verbal communication skills a must
• Manage internal and external relationships efficiently and effectively with the ability to articulate complex issues and solutions to both internal and external stakeholders
• Excellent planning, project organizing, and customer training skills
• Strong analytical and problem solving skills
• Demonstrated initiative and innovation to resolve issues effectively and efficiently ability to "think outside the box"
• PC Proficiency with various systems and software, including but not limited to Microsoft Office products
• Must be able to:
  • Work and collaborate with others as a team at all levels
  • Multitask effectively
  • Organize and prioritize tasks to achieve goals
  • Perform role with minimal supervision
  • Be committed to seeking opportunities for continuous improvement and possess the ability to achieve results despite challenges
• Ability to understand and apply policies and procedures of federal/state regulations

Physical Demands

The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.

Work Environment

The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.