AI Implementation Engineer at LeapXpert developing and deploying AI agents and solutions. Collaborating with diverse teams to enhance business communication through innovative AI strategies.
About the role
- Implementation Specialist responsible for the complex implementation of Treasury Management products at South State Bank. Coordinating client training and supporting teammates in product implementations.
Responsibilities
- Responsible for the complex implementation of all Treasury Management products/services for the clients of South State Bank
- Coordinates and provides training to clients on how to effectively utilize Treasury Management products in accordance with their business needs
- Supports the sales cycle by serving as the subject matter expert on Treasury Management products and services
- Provides guidance and support to teammates on the Treasury Management Implementation team for less complex client implementations
- Develops and maintains extensive technical knowledge of Treasury Management and Bank products, services and pricing
- Manages Implementation queue workflow to ensure workload parity across Implementation team
- Receives, validates, records and images Treasury Management implementation documentation for setup and maintenance to clients’ TM products
- Creates, maintains and executes project plans and implementation for complex Treasury Management inclusive of client conversions during mergers
- Implements TM products/services as required
- Performs testing of ACH file uploads (both CSV and NACHA formats) and Positive Pay file uploads as needed
- Communicates with clients regarding file testing and any format changes needed
- Coordinates installation and testing for Remote Deposit Capture clients
- Ensures that all quality service level agreements related to implementation tasks and timelines are met
- Advises clients on potential improvements to online security, product/service utilization and enhancements
- Maintains ownership of problem resolution on any Treasury Management implementations
- Ensures client Treasury Management documentation, internal processes and procedures are compliant with regulatory guidelines
- Provides clients with all necessary startup materials (user guides, manuals, instructions, token activation, etc.)
- Provides clients with walk-through and training on services as required, either by telephone or WebEx
- Follows up with clients to ensure all products/services are implemented and functioning correctly, that pricing is accurate and that any additional client needs are met
- Assists Treasury Management Sales Officers in identifying additional client needs and offering/providing additional TM products/services
- Be available for occasional on-site client visits as required
- Maintain appropriate tracking logs, based on client additions/changes/deletions.
- Provide subject matter expertise to internal bank staff as required
- Acts as back-up to Treasury Management Client Support team
- Assists with special projects as required
- Participates in data mapping, testing and other conversion projects related to Bank mergers
Requirements
- Associates degree or higher preferred
- 3-5 years Treasury Management Support experience; 5 years previous banking experience preferred (Commercial Call Center, Client Service, Operations)
- Experience with and advanced technical knowledge of account analysis, TM products/services and online banking systems preferred
- MS office expertise (MS Excel, Word, Outlook, Project)
- Ability to read, write, speak and understand English
- Proven understanding of the technical aspects of Treasury Management products i.e. file formats, file transmissions
- Excellent written/oral communications skills
- Proven success in problem analysis and resolution
- Strong attention to detail and accuracy
- Strong organization skills
- Ability to manage multiple detailed work assignments with a high degree of accuracy.
Benefits
- Required annual compliance training
- New Employee Orientation
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