Treasury Management Implementation Specialist Job Listing at Kelly Services in Dallas, TX (Job ID US3587154_BH9909853)

Description

Treasury Management Implementation Specialist
Work Location: Phoenix, AZ, Dallas, TX, City of Industry, CA  or Century City, CA
Full-Time | Monday- Friday 8am-5pm
Payrate: $36.00 an hour
About the Role:
We are seeking a Treasury Management Implementation Specialist to lead and manage the implementation process for core Treasury Management products. This highly visible, customer-facing role serves as the primary point of contact for both internal stakeholders and commercial/small business clients throughout the onboarding process. You will ensure a seamless transition by coordinating timelines, managing risks, resolving issues, and providing product training and support. Key Responsibilities:

• Lead the end-to-end implementation of Treasury Management products for commercial and small business clients.
• Coordinate with internal teams (Operations, Sales, Product, IT) to ensure a successful onboarding experience.
• Serve as the single point of contact for clients during implementation, training, testing, and documentation.
• Prepare and manage DocuSign envelopes for Service Agreements and other onboarding documentation.
• Communicate regularly with Controllers and high-level business clients to gather requirements and deliver solutions.
• Track project scope, schedule, and quality; escalate issues and propose creative resolutions.
• Understand client systems and their compatibility with our bank's Treasury Management platforms.
• Provide training and guidance to clients on product functionality and best practices.
• Maintain detailed documentation and deliver status updates to stakeholders.

Qualifications:

• Minimum 3 years of financial services operations or Treasury Management experience
• At least 3 years of experience in a client-facing role, supporting external customers
• Proven expertise with Microsoft Office tools (Excel, Word, Outlook)
• Experience preparing and sending documents via DocuSign
• Strong knowledge of Cash/Treasury Management services and onboarding processes
• Excellent verbal and written communication skills
• Strong time management, organization, and problem-solving skills
• Ability to manage multiple projects simultaneously and independently

Why Join Us?

• Opportunity to work with a highly collaborative and experienced team
• Direct impact on the client experience and Treasury Management success
• Room for growth and advancement in a dynamic and innovative environment

Ready to bring your expertise to a client-centered implementation team?
Apply now and help us continue to deliver exceptional Treasury Management solutions. Send your resume to daid740@kellyservices.com or call Daisy at 562-471-7322.
 

As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.

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About Kelly

Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life—just ask the 300,000 people we employ each year.

Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

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