Treasury Management Implementation Specialist II

Overview

First Western is seeking a Treasury Management Implementation Specialist II to join our team!

Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.

As a Treasury Management Implementation Specialist II at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Treasury Management team to deliver comprehensive solutions that exceed client expectations.

If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.

• Coordinate client onboarding, implementation, training, and transition to service for new and existing commercial treasury clients across all TM products, ensuring accuracy, timeliness, and high-quality client experience to ensure clients are ready to begin servicing with Profit Centers.
• Manage the transition from Middle Office to Profit Centers by ensuring a smooth handoff, clear ownership, and timely resolution of open items. Serve as the primary point of contact for Profit Center associates during onboarding, proactively resolving issues, setting expectations, and ensuring a smooth handoff from sales to service.
• Provide client training and guidance to help clients understand processes, tools, and product capabilities. Act as a Treasury Management expert across TM products, digital banking platforms, implementation workflows, and client experience.
• Serve as the primary support contact ("help desk") for ongoing Profit Center servicing questions, issues, and coordination across internal teams. Deliver consistent TM training for internal teams and clients covering documentation, product functionality, onboarding requirements, and best practices.
• Support new product setups for existing clients, ensuring changes are implemented accurately and communicated clearly.
• Partner with internal teams to identify process improvements and improve the overall client and operational experience.
• Develop, maintain, and continuously improve internal procedures, client guides, and product support materials to standardize implementations and enhance the client experience.

• Familiar with FIS: IBS Insight, BST, Extended Account Analysis (XAA)
• Baker Hill Next Gen a plus
• Detailed knowledge of business banking regulations and compliance as it relates to business banking operations
• Proficient in MS Office Tools:
  Outlook, Excel, PowerPoint and Word
• Exceptional verbal and written communication skills
• Excellent interpersonal skills to effectively liaise with clients and internal teams
• Proficient in creating SOPs and training material
• Keen attention to detail
• Aptitude to learn documentation and risk requirements
• Initiative-taking approach

Education
:
Bachelor s Degree in Business or related area of emphasis;
Required

Experience
: 3-5 years Private Banking experience; 3-5 years Treasury Management/Business Banking/Cash management products and services; 3-5 years Bank Operations/Implementations experience;
Required

Licenses / Certifications
:
Certified Treasury Professional (CTP) Within 1 year of hire;
Accredited ACH Professional (AAP), Certified Payments Professional (CCP), or similar certification;
Preferred

At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.

Pay Range: $71,000 - $107,000/YR

Job Classification: Full-Time Exempt

* Actual offer will be based on experience, location, education, and/or skills*

Applications should be submitted for consideration no later than 02/28/2026.

Benefits
:

• Strong Bonus Potential
• 401(k) Plan with Match
• Paid Parking/Transportation Benefits
• Access to Training & Professional Development Programs
• Sponsorship for Obtaining Professional Certifications
• Flex Spending Accounts
• Health Savings Account
• Health & Wellness Benefits
• Paid Time-Off + Bank Holidays

Interested in learning more and seeing how we connect? Visit us today at:

Questions? Contact us at

First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.

First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western…