Treasury Solutions Implementation Specialist

First Merchants Corporation

3d

About The Position

First Merchants Bank is seeking a Treasury Solutions Implementation Specialist
to join our team! This position will lead end‑to-end service implementation for
commercial clients adopting treasury services. This role scopes requirements,
builds and manages implementation plans, configures services and entitlements,
coordinates cross‑functional resources, and delivers client training to ensure
timely, compliant service enablement and smooth handoff to support.

As part of this role you will:

Serve as the primary point of contact for clients throughout the
implementation lifecycle, ensuring a clear, organized, and
confidence‑building experience.
Review TM applications/agreements and required documentation; confirm
services, limits, approvals, and controls.
Orchestrate onboarding tasks across stakeholders providing communication and
status updates as required.
Configure and validate setups such as: Commercial Online Banking (Q2)
entitlements and roles, ACH origination profiles/limits, wire
agreements/controls (incl FX), RDC deployment and user access, Positive Pay
and reconciliation settings, account analysis setups, sweeps, SFTP, Lockbox
and Integrated Payables/Receivables, Cash Vault/Smart Safe, and bill pay.
Execute quality checks, assist with client UAT if needed, and ensure service
delivery in line with client expectations.
Deliver engaging training for administrators and end users; provide reference
materials, recordings, and “day‑1” quick guides.
Complete a structured handoff to support with final configuration, contact
roles, and known nuances captured.

Requirements

• High school diploma or equivalent (GED).
• A minimum of two (2) years in treasury management, treasury operations, or a closely related commercial banking role.
• A minimum of two (2) years of customer service experience.

Nice To Haves

• Bachelor’s degree in business, finance, information systems, or related field.
• Experience with treasury implementations or project management.

Responsibilities

• Serve as the primary point of contact for clients throughout the implementation lifecycle, ensuring a clear, organized, and confidence‑building experience.
• Review TM applications/agreements and required documentation; confirm services, limits, approvals, and controls.
• Orchestrate onboarding tasks across stakeholders providing communication and status updates as required.
• Configure and validate setups such as: Commercial Online Banking (Q2) entitlements and roles, ACH origination profiles/limits, wire agreements/controls (incl FX), RDC deployment and user access, Positive Pay and reconciliation settings, account analysis setups, sweeps, SFTP, Lockbox and Integrated Payables/Receivables, Cash Vault/Smart Safe, and bill pay.
• Execute quality checks, assist with client UAT if needed, and ensure service delivery in line with client expectations.
• Deliver engaging training for administrators and end users; provide reference materials, recordings, and “day‑1” quick guides.
• Complete a structured handoff to support with final configuration, contact roles, and known nuances captured.

Benefits

• Base Pay PLUS Bonuses
• Medical, Dental and Vision Insurance
• 401k
• Health Savings and Flexible Spending Accounts
• Vacation/Sick Time
• Paid Holidays
• Paid Parental Leave
• Tuition Reimbursement
• Additional Benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees