CM Implementation Spec 1

Job Description
The Cash Management Implementation Specialist I has primary responsibility for facilitating and coordinating the
implementations for TD Bank Customers. The job will manage both Customer and internal support areas during the
implementation of all products and services, serve as a technical resource to Sales and Implementation Specialists, and
provide Sales assistance with low end sales opportunities.
Job Requirements
Facilitates the implementation of all new Customer applications and agreements; creates, maintains and updates Customer
databases.
In conjunction with more experienced Implementation staff, assists with implementation calls with Cash Management Sales
Team Members, Branch Managers, and Loan Officers when implementation expertise is required.
Cross‐sells other Cash Management products at the Customer's sight filling our agreement, contracts and applications.
Trains Customers in the use of cash management systems, ensuring efficient overall operations and Customer awareness of full
system capabilities.
Helps create and distribute system manuals and other documentation and informs Customers of additional Customer service
availability and resources.
Prepares, analyzes, and maintains reports related to implementation of all products and services required for Cash
Management Customers.
Responsible for implementing cash management services to expedite time to revenue meet or exceeds SLA's.
Ensures compliance and controls are followed and understood
Qualifications
Facilitates the implementation of all new Customer applications and agreements; creates, maintains and updates Customer
databases.
In conjunction with more experienced Implementation staff, assists with implementation calls with Cash Management Sales
Team Members, Branch Managers, and Loan Officers when implementation expertise is required.
Cross‐sells other Cash Management products at the Customer's sight filling our agreement, contracts and applications.
Trains Customers in the use of cash management systems, ensuring efficient overall operations and Customer awareness of full
system capabilities.
Helps create and distribute system manuals and other documentation and informs Customers of additional Customer service
availability and resources.
Prepares, analyzes, and maintains reports related to implementation of all products and services required for Cash
Management Customers.
Responsible for implementing cash management services to expedite time to revenue meet or exceeds SLA's.
Ensures compliance and controls are followed and understood