TM Implementations Manager

Location: Cincinnati
Posted on: October 19, 2024

Job Description:

GENERAL FUNCTION: Responsible for leading/managing project management resources associated with Treasury Management Implementations'' premiere projects. Working closely with RMs and TMOs, identify solutions to support the needs of clients andprospects.Responsible for involvement in sales planning, marketing initiatives, and product development/enhancement deployment.

ESSENTIAL DUTIES & RESPONSIBILITIES:

.Leads and manages a team that implements Treasury Management Products and Services.

.Perform trouble-shooting and problem identification for large customers engaging cross-functional teams to address, research, and resolve large customer issues.

.Responsible for understanding a client''s financial and operational processes, key decision criteria, technology, and competition in support of delivering powerful proposals and presentations resulting in winning new business. Consult with SalesandProduct to provide best practice solutions for customer implementations.

.Consult with and provides leadership in reviewing and developing solutions for customer''s Treasury Management service needs.

.Coordinate adherence to defined processes for launch of new TM products and services including certification of training prior to release from the business lines.

.Represent Operations in meeting with vendors and business partners to select business applications, develop training, and coordinate user acceptance testing for new products and services.

.Ensure proper communication with Business Partners of service level standards and adherence to them in an effort to provide confidence in service. Analyzes, creates and implements processes to continuously improve quality, efficiency and customerserviceto exceed our customer''s expectations.

.Perform testing for the Self-Risk Assessment department plan.

.Evaluate and recommend resources needed to accommodate increases in volume due to mergers, acquisitions, centralization, and new business.

.Meet with selected potential customers to give information/perspective about the implementation process and options.

.Participate in Sales/Orientation meetings providing information about the department and its functions.

.Promote open and regular dialogue with Product Development and Sales for feedback regarding how to provide consistent and excellent service.

.Maintain and promote relationships with Bank-wide departments and Affiliates with whom the team interacts in order to improve processes.

.Plan, assign and monitor the workflow of an entire department within an assigned functional area, maintaining optimum efficiency and cost effectiveness while ensuring that production standards and service level agreements are met and maintained.Utilizeseffective performance management tools to ensure staff performance meets business expectations.

.Perform any other duties as assigned.

SUPERVISORY RESPONSIBILITIES: Develop engaged workforce. Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhanceemployeecareer growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.

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