The Treasury Services Client Delivery Associate leads the implementation of cash management solutions and provides consultancy & advice to the Bank’s corporate customers; adopts proven implementation methodologies to ensure solutions are delivered in a consistent and professional manner; and provides support to sales officers to secure the business of potential customers by working closely to refine customer solutions. In addition, the incumbent serves as a project lead/subject matter expert on enterprise-wide projects & initiatives and is the point person on the implementation of FTP/direct transmission set-ups. This role works independently, providing consultancy, expertise and problem-solving resources to the Bank’s internal relationship, support and product management teams regarding cash management solutions.

MAJOR RESPONSIBILITIES:  

• Leads customer implementation projects of varying complexity after a cash management proposal including multiple products and services has been accepted by a customer, including formulation of a customized project plan, coordination of sales, product management, customer service and operation teams, management of data migration processes and delivery of customer training; Supports the sales process by offering consultancy advice to prospective customers concerning cash management solutions and data migration.
• Provides technical assistance and file testing of all data files, including ACH, check issue files, BAI files & Image Cash Letter (ICL) transmitted to the bank/customer.
• Takes lead/SME role on enterprise-wide projects that align with cash management products and services, specifically those involving payment processing or online banking components.
• Coaches and provides feedback to Client Support Specialists to ensure consistent CX and increased command of online banking/payment solutions.
• Assists product managers to ensure the smooth launch of new products, as well as enhancement of existing services through active involvement in the product development cycles.

PROBLEM SOLVING & DECISION MAKING:  

The role of the Treasury Services Client Delivery Associate is primarily self-directed, requiring high-level problem-solving capabilities and the ability to independently communicate resolutions to both internal and external customers in a professional manner.

Education and Experience

• 10+ years banking experience, minimum 5 years working with cash management products and services

Skills/Knowledge

• Excellent working knowledge of corporate cash management products and services
• Extensive project management and/or process management experience
• Knowledge of payment systems, including strong knowledge of the ACH network and file specifications.
• Ability to work independently and manage multiple tasks under a high-volume workload; self-starter with strong organizational and planning skills; able to meet deadlines, provide continuous feedback and regularly follow up on outstanding items
• Comfort/experience with technologically complex set-ups; strong ability to relay technical questions in a way end clients can understand
• Strong understanding of corporate customer expectations and excellent communication and interpersonal skills
• Training and/or teaching experience, preferably in a corporate or college setting

Accredited ACH Professional (AAP) or Certified Treasury Professional (CTP) preferred

Working Conditions

The Treasury Services Client Delivery Associate is primarily remote with in-office for team collaboration on a regular cadence. Some travel to customer locations within the Bank’s geographic footprint is required.

Committed. Inclusive. Courageous. Eastern Bank has built a legacy of investing in the communities we serve and helping our customers, communities and employees thrive and grow. We pride ourselves in having knowledgeable and experienced professionals that can provide the expertise, personal attention and service our customers deserve.

As an inclusive company, we work to ensure that our valued employees are treated fairly, recognized for their individuality, and encouraged to reach their fullest potential. These values have earned us a reputation as a great place to work and provide a strong reason why you should consider a career with us.