Find & Apply For Financial Analyst Jobs in Willow Park, Texas

Position Summary The Treasury Management Implementation Specialist is responsible for the successful onboarding, implementation, training, and ongoing support of treasury management products and services for business, and municipal customers. This position serves as the primary project manager and client liaison during implementation, ensuring a seamless customer experience while coordinating with Treasury Management Sales, Commercial Banking, Operations, Deposit Operations, Electronic Banking, and Information Technology teams. The ideal candidate possesses strong project management, relationship management, and technical skills with a customer-first mindset. This role is critical to supporting the growth of treasury management fee income and deepening commercial banking relationships for First Bank Texas. Essential Duties and Responsibilities Manage end-to-end implementation of treasury management products and services, including: ACH Origination, Positive Pay, Remote Deposit Capture (RDC), Wire Transfer Services, Business Online Banking, Lockbox Services, Merchant Services, Account Analysis, Fraud Prevention Solutions, Commercial Card Services. Develop implementation timelines and coordinate all onboarding activities. Conduct implementation kickoff meetings with customers and internal stakeholders. Monitor implementation progress and ensure all milestones are completed on time. Perform quality assurance reviews prior to customer launch. Job Description Customer Training and Support Provide in-person and virtual customer training on treasury management systems and products. Create customized training materials and user guides. Serve as the primary point of contact during implementation and onboarding. Resolve customer issues and coordinate solutions with internal departments. Conduct follow-up reviews after implementation to ensure customer satisfaction and product utilization. Relationship Management Partner with Treasury Management Sales Officers and Commercial Bankers during the sales and onboarding process. Participate in customer calls and prospect meetings as a subject matter expert. Identify opportunities to expand treasury management services within existing relationships. Compliance and Risk Management Ensure treasury management services are implemented in compliance with bank policies and regulatory requirements. Verify customer documentation and service agreements are completed accurately. Adhere to BSA/AML, OFAC, NACHA, UCC, and bank security requirements. Maintain proper controls related to implementation and user access management. Operational Excellence Assist with system testing, upgrades, and product rollouts. Recommend process improvements to enhance efficiency and customer service. Participate in treasury management product development initiatives. Performance Expectations Success in this role will be measured by: Treasury implementation completion times Customer onboarding satisfaction Treasury product adoption rates Customer retention Treasury fee income growth support Accuracy and compliance of implementations Equal Opportunity Employer