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Treasury Management Strategic Advisor

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: First Horizon Bank
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Risk Manager/Analyst
  • Management
    Risk Manager/Analyst
Job Description & How to Apply Below

Description

Location:

On site at location listed in job posting.

Schedule:

Monday through Friday,

Summary

The Treasury Management (TM) Implementation Strategic Advisor manages projects related to the overall success of the TM Implementation teams.

Essential Duties and Responsibilities
  • Responsible for managing the workflow efficiencies of end to end client implementation processes for Treasury Management Services

  • Lead, mentor and coach teams with new functionality, releases and testing related functions of nCino and other implementation systems.

  • Build process and procedures related to implementations as well as keep them up to date.

  • Ensure direct bottom line impact by insuring projects create fast-tracking new revenue flow and positively influencing customer satisfaction

  • Partner with Treasury Management Head of Client Implementation & Fulfillment, TM Fulfillment Lead and TM Implementation Manager on projects

  • Maintain a high level understanding and ability to navigate across the bank’s internal and customer facing systems

  • Partner with Sales, Operations, Technical Support and client service group to document workflow, define/re-engineer the service delivery process with a focus on simplicity and ease of doing business; establish key SLAs and metrics to measure success

  • Evaluate/enhance client implementation documentation and create workflow tools to improve and automate the implementation process

  • Possess and demonstrate a high level of professionalism and communicate in a clear, concise manner

  • Other duties as assigned

Supervisory Responsibilities
  • None
Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required.

  • Must have Undergraduate College Degree (BS/BA)

  • 3-5 years related experience in a relevant environment (Treasury Management Sales, Implementation, Product, or Support)

  • Previous implementation/project management experience required

  • Thorough knowledge of treasury management products, functions, support systems and related policies, procedures and regulatory issues

  • Demonstrates initiative and innovation to resolve issues rapidly, able to influence others and committed to make change

  • Excellent written and verbal communication skills a must; candidate should be able to manage internal and external relationships effectively with the ability to articulate complex solutions to all stakeholders

  • Strong planning, project organization skills and attention to detail

Computer and Office Equipment Skills

Microsoft Office Suite

Certificates, Licenses, Registrations (Ex: CPA, Series 6 or 7 license, etc)

Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) or PMP (project management certified) preferred

About Us

First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.

First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at

Benefit Highlights
  • Medical with wellness incentives
  • HSA with company match
  • Maternity and parental leave
  • Tuition reimbursement
  • Mentor program
  • 401(k) with 6% match
  • More --
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Equal Opportunity Employer

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.

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