Treasury Management Implementation Specialist

Dallas, TX
Full-Time

Job Description

Location: On site at location listed in job posting. 

Schedule: Monday through Friday, 9:00am to 5:00PM

Summary

The Treasury Management (TM) Implementation Specialist is responsible for supporting a team of TM Sales Officers by turning TM revenue opportunities sold by Treasury Management Sales and RMs into realized revenue. This position plays a key role in the end-to-end complex customer implementation function for Treasury Management Services and is critical to a high quality on-boarding customer experience.  

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Responsible for playing a key role and leading the end-to-end client implementation process including initial client training for Treasury Management Services
  • Candidates should have working knowledge of complex TM products and services, such as Lockbox, Positive Pay, Image Cash Letter, and ACH NACHA files
  • Ability to convey technical information in a way that is easy for others to understand
  • Assist sales team in their business development efforts by providing product implementation expertise, develop project implementation plans and lead all phases of the implementation process including pre and post implementation support
  • Ability to define project scope and deliverables from a business and data/IT perspective that support business goals
  • Assist in direct bottom line impact by fast-tracking new revenue flow and positively influencing customer satisfaction by delivering a superior on-boarding experience
  • Analyzes training requests and proposes solutions
  • Partner with Treasury Management Sales, Relationship team (Relationship Managers (RMs), Customer Relationship Assistants (CRAs) and Support) and TM Operations to ensure a smooth hand-off of service implementation
  • Maintain a high level understanding and ability to navigate across the bank’s internal and customer facing systems
  • Sets, manages and effectively communicates project expectations to team members in a timely and clear fashion
  • Proactively manages changes in project scope, identify potential crises and devise contingency plans
  • Possess and demonstrate a high level of professionalism and communicate in a clear, concise manner
  • Attend meetings and training as required to continue development and to enhance knowledge of TM products, processes and technologies
  • Other duties as assigned

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required.

  • Must have Undergraduate College Degree (BS/BA)
  • 4-7 years related experience in a relevant environment (Treasury Management Sales, Implementation, Product, or Support)
  • Previous implementation/project management experience a plus
  • Knowledge of treasury management products, functions, support systems and related policies, procedures and regulatory issues
  • A track record of gaining and understanding customers’ needs and delivering excellent customer service
  • Excellent written and verbal communication skills a must; candidate should be able manage internal and external relationships effectively
  • Ability to self-prioritize
  • Strong planning, project organization skills and attention to detail

LANGUAGE SKILLS

  • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
  • Ability to write reports, business correspondence, and procedure manuals
  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public

REASONING ABILITY

  • High Skills:Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form

COMPUTER AND OFFICE EQUIPMENT SKILLS

Microsoft Office Suite including Word, Excel and PowerPoint

About Us

First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.  

Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.PDN-a0947c43-daf3-4e23-b29c-f5bd8d79e52e

Location: On site at location listed in job posting. 

Schedule: Monday through Friday, 9:00am to 5:00PM

Summary

The Treasury Management (TM) Implementation Specialist is responsible for supporting a team of TM Sales Officers by turning TM revenue opportunities sold by Treasury Management Sales and RMs into realized revenue. This position plays a key role in the end-to-end complex customer implementation function for Treasury Management Services and is critical to a high quality on-boarding customer experience.  

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Responsible for playing a key role and leading the end-to-end client implementation process including initial client training for Treasury Management Services
  • Candidates should have working knowledge of complex TM products and services, such as Lockbox, Positive Pay, Image Cash Letter, and ACH NACHA files
  • Ability to convey technical information in a way that is easy for others to understand
  • Assist sales team in their business development efforts by providing product implementation expertise, develop project implementation plans and lead all phases of the implementation process including pre and post implementation support
  • Ability to define project scope and deliverables from a business and data/IT perspective that support business goals
  • Assist in direct bottom line impact by fast-tracking new revenue flow and positively influencing customer satisfaction by delivering a superior on-boarding experience
  • Analyzes training requests and proposes solutions
  • Partner with Treasury Management Sales, Relationship team (Relationship Managers (RMs), Customer Relationship Assistants (CRAs) and Support) and TM Operations to ensure a smooth hand-off of service implementation
  • Maintain a high level understanding and ability to navigate across the bank’s internal and customer facing systems
  • Sets, manages and effectively communicates project expectations to team members in a timely and clear fashion
  • Proactively manages changes in project scope, identify potential crises and devise contingency plans
  • Possess and demonstrate a high level of professionalism and communicate in a clear, concise manner
  • Attend meetings and training as required to continue development and to enhance knowledge of TM products, processes and technologies
  • Other duties as assigned

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required.

  • Must have Undergraduate College Degree (BS/BA)
  • 4-7 years related experience in a relevant environment (Treasury Management Sales, Implementation, Product, or Support)
  • Previous implementation/project management experience a plus
  • Knowledge of treasury management products, functions, support systems and related policies, procedures and regulatory issues
  • A track record of gaining and understanding customers’ needs and delivering excellent customer service
  • Excellent written and verbal communication skills a must; candidate should be able manage internal and external relationships effectively
  • Ability to self-prioritize
  • Strong planning, project organization skills and attention to detail

LANGUAGE SKILLS

  • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
  • Ability to write reports, business correspondence, and procedure manuals
  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public

REASONING ABILITY

  • High Skills:Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form

COMPUTER AND OFFICE EQUIPMENT SKILLS

Microsoft Office Suite including Word, Excel and PowerPoint

About Us

First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.  

Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.PDN-a0947c43-daf3-4e23-b29c-f5bd8d79e52e

About First Horizon National Corporation

First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation’s best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.

Related Jobs

Apply For This Job
Treasury Management Implementation Specialist
First Horizon National Corporation
Dallas, TX
Dec 13, 2025
Full-time
Your Information
First Name *
Last Name *
Email Address *
This email belongs to another account. Please use a diferent email address or Sign In.
Zip Code *
Password *
Confirm Password *
Create your Profile from your Resume
By clicking the Apply button, you agree to the terms of use and privacy policy and consent to receive emails from us about job opportunities, career resources, and other relevant updates. You can unsubscribe at any time.
Supercharge Your Resume with AI

Boost your resume with AI-driven enhancements. The tool analyzes and refines your content, highlighting your strengths and tailoring it for maximum impact. Get personalized suggestions and apply improvements instantly to stand out in the job market.

©2025 International Association of Women.
Powered by TalentAlly.