Treasury Implementation Engagement Lead

Tru Treasury is a credit union service organization (CUSO) providing Treasury Management advisory, product, and integrated sales and support to credit unions and community banks. Our Mission is to provide these organizations with the expertise and scalability to launch and grow a competitive Treasury Management program for their clients and business members. Our Vision is for community financial institutions to be the primary financial provider for small businesses and the emerging middle market. Our Values that drive our purpose and engagement are Winning Together, having an Entrepreneurial Spirit, Performance with Purpose, and Continuous Improvement.

We offer a competitive compensation package, a dynamic and experienced team, and the opportunity to help us build a truly unique organization in this market.

We are seeking an Implementation Engagement Lead to oversee projects from initiation to completion. The Engagement Lead will manage timelines and deliverables, ensure effective communication among stakeholders, execute specific project tasks, and implement strategies for successful project execution :

Key Responsibilities :

• Define project scope, objectives, and deliverables in collaboration with senior management and stakeholders.
• Develop detailed project plans, including schedules, and resource allocation.
• Coordinate cross-functional teams and ensure efficient collaboration to meet project milestones.
• Manage project risks and issues, proactively developing mitigation strategies and solutions.
• Execute on various project tasks including but not limited to completing market opportunity assessments, creating referral forms in CRM tool, etc.
• Monitor and report project progress regularly to senior management and stakeholders.
• Ensure projects are delivered on time and aligned with business goals and quality standards.
• Facilitate meetings and presentations, ensuring clear communication of project status and outcomes.
• Perform project evaluations, documenting lessons learned, and recommending improvements for future projects.

Qualified candidates will possess many, if not all, of the following experience, knowledge, and skills.

Job Posted by ApplicantPro