Treasury Management Implementation Specialist II at First Western

Denver, Colorado, United States -

Full Time

Start Date

Immediate

Expiry Date

01 May, 26

Salary

107000.0

Posted On

31 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Onboarding, Implementation, Training, Treasury Management Products, Digital Banking Platforms, Issue Resolution, Process Improvement, SOP Creation, FIS: IBS Insight, BST, Extended Account Analysis (XAA), Baker Hill Next Gen, Business Banking Regulations, MS Office Proficiency, Verbal Communication, Written Communication

Industry

Financial Services

Description

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. What You Will Do: 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. What You Bring: 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 Level Education/Degree Details Required or Preferred Bachelor's Degree Business or related area of emphasis Required Experience Length Experience Details Required or Preferred 3-5 years Private Banking experience Required 3-5 years Treasury Management/Business Banking/Cash management products and services Required 3-5 years Bank Operations/Implementations experience Required License/ Certification Details Time Frame Required or Preferred Certified Treasury Professional (CTP) Within 1 year of hire Preferred Accredited ACH Professional (AAP), Certified Payments Professional (CCP), or similar certification Preferred What You Receive: 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. - 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: https://myfw.com/careers/ Questions? Contact us at Talent.Management@myfw.com 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 Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com. Region A Pay Range Pay Range $71,000—$107,000 USD

Responsibilities

The specialist will coordinate client onboarding, implementation, training, and transition for commercial treasury clients across all TM products, ensuring accuracy and a high-quality client experience. They will also serve as the primary point of contact for internal associates during onboarding and act as a Treasury Management expert for ongoing support questions and internal team training.