Talent.com
Treasury Management Product Implementation Specialist
Treasury Management Product Implementation SpecialistBankTalent HQ • Indianapolis, IN, United States
Treasury Management Product Implementation Specialist

Treasury Management Product Implementation Specialist

BankTalent HQ • Indianapolis, IN, United States
4 days ago
Job type
  • Full-time
Job description

Are you a service-oriented professional who enjoys blending client interaction, problem-solving, and hands-on implementation? The National Bank of Indianapolis is seeking a Treasury Management Implementation Specialist to join our Treasury Management team. You'll play a key role in delivering tailored cash management solutions, working directly with clients to ensure smooth onboarding, training, and ongoing support.

What You'll Do

  • Partner with Treasury Management Bankers to meet or exceed sales and portfolio goals.
  • Serve as the primary liaison between clients, Bank vendors, and internal departments.
  • Support both new and existing clients by resolving issues, answering questions, and proactively identifying needs.
  • Coordinate product and service implementations, including scheduling and conducting client training sessions (on-site, virtual, or phone-based).
  • Provide on-site installation and training for Treasury Management hardware and software solutions.
  • Assist with proposals, product comparisons, and documentation for new business opportunities.
  • Maintain and update client-facing user guides, operating procedures, and training materials.
  • Collaborate with Treasury Management Support and Operations teams to ensure accurate and timely maintenance requests for new and existing clients.
  • Facilitate the relationship between Elavon and the Bank, coordinating monthly meetings, reviewing reports, and supporting merchant services.
  • Generate and maintain monitoring reports for Treasury Management applications.
  • Lead and support projects involving system upgrades and product enhancements, including client communications.
  • Monitor daily client compliance related to Positive Pay and ACH Positive Pay deadlines, ensuring exceptions are handled promptly.

What We're Looking For

  • Bachelor's degree or equivalent relevant experience required.
  • 4+ years of customer service and sales experience in banking, ideally within Treasury Management or Merchant Services.
  • Strong knowledge of Treasury Management products, financial services, and operational processes. Proficiency in Microsoft Office (especially Excel and Word).
  • Excellent customer service mindset with a proactive, problem-solving approach.
  • Strong communication skills, both written and verbal, with a professional and engaging demeanor.
  • High attention to detail and accuracy, with solid accounting or balancing skills.
  • Ability to prioritize, manage multiple projects, and meet deadlines in a fast-paced environment.
  • Analytical thinker with the ability to evaluate needs and develop practical solutions.
  • Why Join Us

    The National Bank of Indianapolis is the city's only locally owned national bank committed to building long-term client relationships and supporting our local community. As part of our Treasury Management team, you'll help businesses streamline their operations, enhance security, and achieve financial success.

    You'll find a workplace that values collaboration, professional growth, and service excellence. Here, your expertise will make a tangible difference for our clients-and for your career.

    In Summary

    Bring your technical knowledge. Bring your customer focus. Bring your best.

    We'll provide the culture, resources, and trust to help you succeed.

    Create a job alert for this search

    Treasury Management Specialist • Indianapolis, IN, United States

    Related jobs
    Implementation Specialist

    Implementation Specialist

    VirtualVocations • Southport, Indiana, United States
    Full-time
    A company is looking for an Implementation Specialist (West Coast).Key Responsibilities : Manage the end-to-end onboarding process for partners, from initial planning to launch Configure partner ...Show more
    Last updated: 30+ days ago • Promoted
    Implementation Configuration Specialist

    Implementation Configuration Specialist

    VirtualVocations • Southport, Indiana, United States
    Full-time
    A company is looking for an Implementation Configuration Specialist to ensure data integrity and accuracy in benefits administration. Key Responsibilities Participate in raw materials review and v...Show more
    Last updated: 3 days ago • Promoted
    Finance Technology Enablement Lead

    Finance Technology Enablement Lead

    VirtualVocations • Southport, Indiana, United States
    Full-time
    A company is looking for a Finance Technology Enablement Lead to guide the design and implementation of data-driven solutions that support finance transformation initiatives.Key Responsibilities ...Show more
    Last updated: 2 days ago • Promoted
    Senior Implementation Consultant

    Senior Implementation Consultant

    VirtualVocations • Southport, Indiana, United States
    Full-time
    A company is looking for a Senior Implementation Consultant for WorkForce Software.Key Responsibilities Project planning and analysis Configure WorkForce Software per specifications and facilita...Show more
    Last updated: 30+ days ago • Promoted
    Product Support Specialist

    Product Support Specialist

    VirtualVocations • Southport, Indiana, United States
    Full-time
    A company is looking for a Product Support Specialist to guide customers and provide support through their journey.Key Responsibilities Respond to technical customer inquiries and requests throug...Show more
    Last updated: 30+ days ago • Promoted
    Project Implementation Specialist

    Project Implementation Specialist

    VirtualVocations • Southport, Indiana, United States
    Full-time
    A company is looking for a Project Implementation Specialist responsible for the setup of projects and ensuring client requirements are met. Key Responsibilities Develops or amends Operational Spe...Show more
    Last updated: 2 days ago • Promoted
    Bilingual Implementation Specialist

    Bilingual Implementation Specialist

    VirtualVocations • Indianapolis, Indiana, United States
    Full-time
    A company is looking for an Implementation Specialist (Bilingual).Key Responsibilities Collaborate with account owners to ensure seamless customer onboarding experiences Conduct training session...Show more
    Last updated: 2 days ago • Promoted
    Product Manager - Enrichment

    Product Manager - Enrichment

    Relativity • Indianapolis, IN, United States
    Full-time
    AtRelativity, we make software to help users organize data, discover the truth, and act on it.Our e-discovery platform is used by more than 13,000 organizations around the world to manage large vol...Show more
    Last updated: 30+ days ago • Promoted
    Stripe Implementation Specialist

    Stripe Implementation Specialist

    VirtualVocations • Indianapolis, Indiana, United States
    Full-time
    A company is looking for a Stripe Implementation Specialist to lead the configuration and integration of Stripe payment solutions. Key Responsibilities Lead configuration of advanced Stripe featur...Show more
    Last updated: 4 days ago • Promoted
    Treasury Management Sales Support Associate

    Treasury Management Sales Support Associate

    Northwest Bank • Fishers, IN, United States
    Full-time
    The Treasury Management Sale Support Associate supports their designated Treasury Management Advisors and works as a liaison between sales and operations. The Treasury Management Sales Support Assoc...Show more
    Last updated: 11 days ago • Promoted
    Programmatic Partnerships Specialist

    Programmatic Partnerships Specialist

    VirtualVocations • Southport, Indiana, United States
    Full-time
    A company is looking for a Proximic Specialist, Programmatic Partnerships.Key Responsibilities Support partnership managers in maintaining strong relationships with ad platform partnerships Driv...Show more
    Last updated: 3 days ago • Promoted
    Product Strategy Manager

    Product Strategy Manager

    VirtualVocations • Southport, Indiana, United States
    Full-time
    A company is looking for a Manager, Product Strategy & Operations.Key Responsibilities Set product strategies and execute the roadmap for app development and publishing platforms Lead the end-to...Show more
    Last updated: 30+ days ago • Promoted
    Principal Product Manager, Finance

    Principal Product Manager, Finance

    VirtualVocations • Indianapolis, Indiana, United States
    Full-time
    A company is looking for a Principal Product Manager, Finance Platform (Remote).Key Responsibilities Define product vision, strategy, and roadmaps for fintech capabilities including payment proce...Show more
    Last updated: 2 days ago • Promoted
    Accounting Product Support Specialist

    Accounting Product Support Specialist

    VirtualVocations • Indianapolis, Indiana, United States
    Full-time
    A company is looking for a Customer Support Specialist- Accounting Product.Key Responsibilities Develop deep expertise in the Puzzle platform to provide authoritative guidance and anticipate cust...Show more
    Last updated: 4 days ago • Promoted
    Product Specialist, Senior

    Product Specialist, Senior

    Capital Group • Indianapolis, IN, United States
    Full-time
    I can succeed as a Senior Product Specialist - Separately Managed Accounts.As a Senior Product Specialist, you'll demonstrate in-depth knowledge in assigned area and as an experienced sole contribu...Show more
    Last updated: 30+ days ago • Promoted
    API Implementation Specialist

    API Implementation Specialist

    VirtualVocations • Southport, Indiana, United States
    Full-time
    A company is looking for an API Implementation Onboarding Specialist to ensure successful product launches for API customers. Key Responsibilities Lead end-to-end API onboarding and implementation...Show more
    Last updated: 2 days ago • Promoted
    Implementation Consultant

    Implementation Consultant

    VirtualVocations • Indianapolis, Indiana, United States
    Full-time
    A company is looking for an Implementation Consultant.Key Responsibilities Manage complex projects to ensure client onboarding to the Black Diamond Wealth Solutions Trust Suite Collaborate with ...Show more
    Last updated: 30+ days ago • Promoted
    Technical Software Implementation Specialist

    Technical Software Implementation Specialist

    VirtualVocations • Southport, Indiana, United States
    Full-time
    A company is looking for a Technical Software Implementation Specialist - Meter Data Management (MDM).Key Responsibilities Lead the setup, configuration, and testing of third-party Advanced Meter...Show more
    Last updated: 26 days ago • Promoted