We are seeking a Treasury Management Implementation Coordinator’s (TMIC). The primary role is to provide implementation and onboarding support to Treasury Management customers and internal bank team members. This position is responsible for partnering with Treasury Management Sales team, and Bank Operations for implementation of treasury products to new and existing clients of the bank. TMIC is responsible for prioritizing implementations and ensuring completion within published Service Level Agreements.
Key Accountabilities
- Performs a variety of assignments that range in complexity and require detailed knowledge of industry and/or company procedures.
- Receives product requests and must review, research, and setup products and/or services on the appropriate Treasury Management Systems meeting required Service Level Agreements.
- Proven project management experience: enabling the candidate to lead and direct a project from start to finish meeting required SLAs.
- Perform existing client product and service maintenance incorporating configuration changes
- Function as the primary Implementation lead between the client, bank operations, third party vendors, technical, and other areas throughout a complex implementation cycle.
- Participate in reviews on departmental procedures and ensure risk controls are followed.
- Recommend process design/revisions to manager as necessary to guarantee expedient and efficient implementation of services upon sale.
- Maintain up to date knowledge on products, services, departmental systems and related technology, policies, and procedures.
- Responsible for setup and maintenance of client pricing on the bank’s Extended Account Analysis system.
- Ensure that the implementation process is compliant with regulatory and risk requirements.
Key Competencies for Position
Compelling Communication – Openly and effectively communicates with others.
- Effectively and transparently shares information and ideas with others.
- Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain.
- Unites others towards common goal.
- Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.
Delights Clients – Continuously seeks and applies knowledge leading to a best-in-class client experience.
- Passionately serves internal/external clients with excellence.
- Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally.
- Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team.
- Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.
Makes Decisions & Solves Problems – Seeks deeper understanding and takes action.
- Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency.
- Collaborates and seeks to understands the root causes of problems.
- Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time.
- Takes action that is consistent with available facts, constraints and probable consequences.
Strategy in Action – Build your strategic mindset capability.
- Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal.
- Actively seeks to understand factors and trends that may influence role.
- Anticipates risk and develop contingency plans to manage risks.
- Identifies opportunities for improvement and seeks insights from other sources to generate potential solutions.
- Aligns activities to meet individual, team and organizational goals.
Qualifications and Education Requirements
- Bachelor's degree and/or H.S. Diploma/GED with equivalent work experience
- Previous banking experience; Treasury Management experience is preferred
- Demonstrated knowledge of standard Treasury Management products, and introductory understanding and/or desire to understand complex products and complex client relationships.
- An understanding of the TM sales process; sales, implementation & service functions
- Ability to be self motivated, take initiative work and to have the ability to work independently while solving problems and managing multiple tasks.
- Ability to cope with complexity, uncertainty, and adapt to new and different circumstances, including collaborating with team members and partners with different work styles.
- Superior communication skills –verbal, written and listening -including the ability to be proactive and adapt messaging based on the audience.
- Solid interpersonal skills including the ability to build relationships and leverage internal and external networks.
- Diligent, flexible, and detail-oriented, with excellent organizational skills.
- Ability to adapt strategically to evolving market demands, technology, and internal initiatives.
- Must be able to lead and direct multiple projects from start to finish and on time.
- Ability to identify and mitigate risks and issues during implementation.
- Proficiency with Treasury Management systems and banking platforms. (Word, Excel, Access, FIS, FiServe, Windows, internet browsers etc.) Data analysis and reporting skills are also preferred.
- Demonstrated willingness to learn, implement feedback, and take action.
- Ability to develop strong working relationships with clients and associates.
- Demonstrated client service experience required (phone and face-to-face)
- Position may require the need to travel to other branches or meeting locations.
TMIC Tier Level | General Progressive Experience |
Tier I | 5-7 Years |
Senior | 7-10 Years |
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team
