Cash Management Specialist

UT - Cottonwood Heights · FL - Jacksonville · 3-5 years experience · Full-time · Hybrid · Posted Sep 29, 2026

At a glance

The Cash Management Implementation Manager is responsible for onboarding commercial clients into treasury and cash management products, ensuring a smooth transition from sales to full operational setup.
This role sits at the intersection of client service, operations, and product delivery.

Lead end-to-end implementation of cash management solutions for commercial clients, including documentation and system training
Translate client requirements into operational setups (accounts, services, entitlements)
Coordinate kickoff calls and establish implementation timelines
Serve as the primary point of contact for treasury and cash management inquiries, onboarding, and troubleshooting
Coordinate with operations and technology teams to resolve service issues and improve processes
Maintain accurate records of client interactions, agreements, and service changes
Manage multiple client implementations simultaneously
Maintain detailed project plans, milestones, and status updates
Escalate risks, delays, or client issues proactively
Ensure implementations meet internal SLAs and client expectations

Bachelor’s degree in Finance, Business, or related field
3–5+ years of experience in treasury services / cash management, commercial banking operations, or implementation or onboarding roles
Strong understanding of payment systems (ACH, wires, SWIFT), commercial banking products, and project management (often Agile or waterfall hybrid)
Client-facing communication and stakeholder management
Problem-solving and issue resolution
Attention to detail (critical for entitlements and setup accuracy)
Ability to manage multiple priorities in a deadline-driven environment

We are unable to accommodate remote work from Hawaii, Alaska or Puerto Rico at this time.