Treasury Merchant Solutions Experience Manager

Job Overview

This role involves directing and supporting the daily operations of the Banking Solutions support and implementation team, overseeing end-to-end onboarding, implementation, and servicing of Treasury Solutions, Merchant Solutions, and Credit Cards to ensure seamless customer transitions and meet strategic goals.

Responsibilities

• Manage and direct the Banking Solutions Specialist team, including performance reviews, coaching, and adherence to procedures.
• Oversee daily workflows of customer interactions and implementations to meet service level agreements.
• Serve as the point of internal escalation for complex customer issues and technical roadblocks.
• Manage the implementation pipeline for Treasury, Merchant, and Credit Card services, allocating resources appropriately.
• Design and implement training programs for team members and customers on Banking Solutions products.
• Create and monitor maintenance of databases and oversee authorization processes for high-limit approvals to mitigate risks.
• Lead system clean-up initiatives and project-based work to enhance departmental efficiency.

Qualifications

• 5–7+ years in Treasury Management or Banking Operations, with at least 2 years in a leadership capacity.
• Deep understanding of NACHA file formats, API integrations, and Treasury Management Systems.
• High School Diploma; AAP, APRP, or CTP certification highly recommended.