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Banking Product Specialist

  • Full Time, onsite
  • OpTech
  • Hybrid2 days per week required onsite in Dallas Office, United States of America
Salary undisclosed

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Why work at OpTech?

OpTech is a woman-owned company that values your ideas, encourages your growth, and always has your back. When you work at OpTech, not only do you get health and dental benefits on the first day of employment, but you also have training opportunities, flexible/remote work options, growth opportunities, 401K and competitive pay. Apply today! To view our complete list of openings, please visit our website at ;/p>

The Treasury Management Implementation Specialist will be responsible for all aspects of the implementation of assigned products and provides a single point of contact for internal and external customers throughout the implementation process. Requires close collaboration across all Treasury Management departments, Operations, and other internal Bank colleagues.

Position Competencies:
Successful incumbents are customer focused, have strong decision quality, drive for results, are good listeners and creative thinkers, negotiate well, take command of the situation, and build strong peer relationships.

Position Responsibilities:

  • Manage the delivery and success of core Treasury Management product implementations
  • Plan, organize and manage commercial and small business customer implementations including documentation
  • Manage risks and issues; this includes tracking, mitigating, problem resolution
  • Communicates effectively with internal and external stakeholders
  • Manage timeline, scope and quality of projects that can vary by scope, complexity, and size
  • Manage the operational requirements of small to medium size commercial customers
  • Understand Treasury Management products and how they operate
  • Offer creative solutions to the common problems faced by customers in the treasury management industry
  • Knowledgeable about how the customer's system relates to Comerica's system in order to determine compatibility
  • Possess strong analytical & technical skills
  • Ability to work independently and also function in a team environment
  • Demonstrated ability to follow tasks through to completion with minimum supervision and to simultaneously handle multiple tasks with agility and good judgment
  • Demonstrate well-developed time management and prioritization skills
  • Excellent written and verbal communication skills

Position Qualifications:

  • 3 years financial services operations or Treasury Management experience
  • 3 years working in external customer service environment
  • 3 years working with Microsoft Office products

OpTech is an EOE, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. _self_identification/

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
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