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Treasury Management Client Implementation Consultant

Company: Fulton Financial Corporation
Location: Lancaster
Posted on: July 9, 2019

Job Description:

# of Openings


Location Name

Corporate Headquarters


Treasury Management


Our values define us and our culture inspires us to Change lives for the better. Our employees are the heart and soul of our company and every success we experience begins with them. We hire team members who raise the bar, who are collaborative and inclusive, who build relationships, and who are looking for a long-term career with Fulton. We strive to promote a culture of Work-life balance, to unplug and recharge to be your best self, at work and at home.


This position is responsible for implementing and managing a smooth and efficient process to handle all aspects of onboarding a client so that they can begin using treasury management products and services. This involves working with the sales analyst and sales officer to collect the necessary customer information to ensure all contracted services are set-up properly and clients are informed of the product operating procedures. This position serves as the primary point person during the implementation of treasury management products and services for commercial and small business clients. This position will manage all aspects of the client onboarding process to meet the required service level agreement (SLA) for completing new product set-up and billing requirements.


Essential Duties

* Responsible for completion of implementation forms, customer agreements, product terms and conditions for delivery to the client. Serves as the primary contact person during the implementation of services and identifies cross sell opportunities while assisting the clients with new service requests. Provides demonstrations and completes scheduled training sessions for clients on product usage, as well as with implementing new hardware and software. Provides demonstrations and online WebEx product training for clients. Ensures necessary customer agreements and customer information are obtained. Schedule training in order to complete the product implementation within the required timeline to ensure the billing cycle is completed to maximize revenue. Accurately process and record client implementations. Stay current with system release updates and product changes.

* Become a subject matter expert for all products and services with the ability to act as a resource for internal departments. Maintain good working relationships and open communication within the department and bank. Answer incoming calls within the required service level agreement that is established for key call metrics for the department. Educate and train clients on multiple systems applications. Troubleshoot over the phone and utilize the Internet to host WebEx sessions to provide remote access to resolve technical issues for clients. Able to use and understand multiple systems to support incoming customer requests.

* Process various incoming customer requests that are received by phone and email for updating the client s product set up requirements. Supports the team by completing client requests for product modifications within the required service level agreement timeline that is established for the department. Establish a good understanding of the various internal banking departments in order to route requests to the appropriate areas to complete client modifications. Prepares/completes documentation for product set-up changes, agreements, and product terms and conditions to send to clients.



High School Diploma or the Equivalent Experience. (Required)

Associate Degree or the Equivalent Experience. Specialty: Business or other applicable. (Preferred)


2 or more years Banking or similar position with a Financial Technical or Software Company. (Required)

1 or more years Working knowledge of operating systems and Internet Browsers, including Windows, Apple, IE Explorer, Chrome, FireFox and Safari. (Preferred)

2 or more years Experience with online banking applications, mobile banking and knowledge of multi factor risk based authentication. (Preferred)

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.


As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Financial Corporation currently or in the future.


Fulton Financial Corporation ( Fulton ) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status..

Keywords: Fulton Financial Corporation, Lancaster , Treasury Management Client Implementation Consultant, Executive , Lancaster, Pennsylvania

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