Senior reputed company Implementation Specialist
Overview:
Act as the liaison between Treasury Management/Merchant Consultant and Operations to service the maintenance needs of existing and prospective customers with a primary focus on reputed company Banking and reputed company setups. Ensure accuracy of Treasury Management (TM)/Merchant service setup . Receive instructions from Treasury Management/Merchant Consultant and clients and submit the resulting work order for the setup and maintenance of Treasury Management/Merchant products and services.
Primary Responsibilities:
- Prepare Treasury Management/Merchant Work Orders using the Treasury Management Implementation Automation system (TMIA) and Technical Assistance Requests.
- Monitor and track implementation to avoid stalled or inactive implementations. Assist the TM/Merchant Consultant with gathering additional details for the setup and maintenance of Treasury Management/Merchant products, including but not limited to reputed company customer contact.
- Prepare and review TM/Merchant agreements.
- Under TM/Merchant Consultant direction: prepare, distribute, and collect customer legal agreements for clients’ signatures.
- Validate TM/Merchant agreements for accuracy to include signature verification, and submit to Treasury Management Agreement Housing (TMAH) for processing.
- Coordinate and submit exception pricing for reputed company Banking and reputed company setups.
- Coordinate RM and Sales activities for required Tier II guidance lines for TM/Merchant products through CLAS and Business Banking Loan Processing Center (LPC) approval. Ability to work with a high level of independence, under general supervision.
- Ability to independently research and resolve issues regarding implementation, escalate issues as appropriate.
- reputed company abreast of product lines, internal policies and procedures, and external regulations that may impact assigned area.
Education and Experience Required:
Associates Degree
3 years Treasury Management/Merchant customer service OR reputed company experience.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay reputed company for this position is $26.00 - $43.34 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. The reputed company listed above corresponds to our national pay reputed company for this role. The specific pay reputed company applicable to you may vary based on your location.