Project Specialist - Treasury Management Operations

Value Proposition

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our  local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

Overview

This is a full-time, remote  career opportunity based out of one of our Fulton Bank locations within our 5-state footprint of PA, NJ, DE, MD, VA.

 

Responsible for leading, driving, or collaborating on Treasury Management projects impacting the bank, that require operational expertise. Incumbents in this role will provide operational expertise by improving and enabling a customer centric, efficient, and compliant operating environment, and are responsible for the oversight of strong operational performance within assigned financial areas or their assigned area of the business.

Responsibilities

• Leads, collaborates, or drives Treasury Management process improvement and moderate sized projects.  Representing the line of business for cross-functional projects, leads LOB projects internally and/or with a cross-functional team.  Assesses and determines line of business impact and requirements.  Ensures project outcomes are customer-centric and meet all regulatory and compliance requirements.  Develop or partner with Learning & Development on training initiatives, procedures, and processes associated with the projects or changes.  Provides day-to-day leadership for additional responsibilities and project work assigned to Treasury Management teammates.

• Serves as an operational subject matter expert and resource for Treasury Management.  Provides guidance and expertise for simple to complex operational issues.  May research or escalate more complex issues to provide resolution.  Conducts regular reviews of Treasury Management operations and monitors controls (both remote and in-person).   Champions a culture of customer experience, compliance, and operational integrity.  Remains informed and up to date with all bank and regulatory requirements.

• Assesses Treasury Management of the business for operational and regulatory compliance.  Coaches and ensures area of responsibility to meet expectations by appropriately balancing operations, sales, and customer experience.  Designs materials and host trainings for assigned Treasury Management or area of the business on important changes and/or hot topics in operations and compliance.  On a quarterly basis, reviews control certifications for assigned Treasury Management or areas of responsibility and prepares memos summarizing identified issues for leadership.

   

Qualifications

Education

Bachelor's Degree or the equivalent experience. Specialty: business management, accounting, or other relevant degree pertaining to the essential duties of this role. (Required)

Experience

3 or more years Treasury Management Onboarding experience. (Required)

 

1 or more years cross-functional project experience. (Required)

 

3 or more years supervisory/management experience. (Preferred)

 

1 or more years experience with interacting with vendors to execute project initiatives. (Preferred)

Knowledge, Skills, and Abilities

• Basic working knowledge of Microsoft Word, Excel, PowerPoint (Required)

• Ability to work in a team environment, lead cross-functional partners, and adhere to tight deadlines (Required)

• Strong verbal and written communication skills (Required)

• Organization, planning, and multi-tasking skills (Required)

 

 

 Other Duties as Assigned by Manager

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates.  This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

• Travel within assigned market

• Travel including overnight travel within Fulton Footprint

   

Pay Transparency

To provide greater transparency to candidates, we share base