• Design and develop training programs for Treasury Management products, services, systems, and processes, including curriculum, job aids, and supporting materials • Deliver engaging training sessions through instructor-led, virtual, and self-paced formats to support onboarding and ongoing associate development • Assess training needs by partnering with TM leadership, sales and relationship, support and operations, and product teams to identify knowledge gaps and performance improvement opportunities • Evaluate training effectiveness using feedback, assessments, and performance metrics, making enhancements to continuously improve learning outcomes • Maintain and update training content to reflect changes in products, systems, regulatory requirements, and business processes • Support new product launches and system implementations by developing and delivering targeted training programs and resources • Serve as a subject matter resource on Treasury Management products and processes, providing guidance and support to associates as needed • Promote knowledge retention and application through reinforcement strategies such as follow-up sessions, coaching, and reference materials • Collaborate with cross-functional teams, including Product, Operations, Compliance, and Risk, to ensure training content is accurate, relevant, and aligned with business objectives • Leverage learning technologies and tools to enhance delivery, track participation, and measure training effectiveness • Ensure training aligns with regulatory and compliance standards, reinforcing risk awareness and adherence to internal policies • Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks • Deliver a consistent, high level of service within our Serving More standards

• Supports the development, delivery, and continuous improvement of global POCUS educational programs and community learning resources. • Focus on operational execution, content coordination, and stakeholder engagement. • Assist in the development and coordination of educational offerings ensuring timely delivery and content accuracy. • Manage day-to-day communications, application processing, data tracking, and reporting for the PEP program. • Support outreach and promotional efforts to engage educational partners. • Collaborate with subject matter experts and marketing teams to maintain educational materials. • Collect and analyze program metrics and prepare summary reports for decision-making.

• Serve as system administrator for AMS, LMS, and CRM platforms, configuring access, managing permissions, and overseeing day-to-day functionality • Conduct regular system audits to identify issues with data syncs, platform updates, integrations, and platform performance • Support yearly event registration, collaborating with colleagues, tracking registration and vendors attendance, printing badges, and managing all registration needs • Provide timely support to members and staff who are experiencing access issues, navigation challenges, and system errors • Serve as a liaison between end users and technology vendors to translate functional needs into technical solutions • Deliver systems walkthroughs and internal documentation to ensure consistent and accurate use across departments • Administer role-based access controls, user authentication settings, and permission structures • Identify and escalate any potential data security concerns and coordinate with vendors on system updates, patching and vulnerability resolution, including testing after completion • Follow best practices in data governance, privacy protocols, and audit documentation across platforms • Develop and maintain dashboards, reports, and system records for internal use and member-facing metrics • Maintain system documentation, process flows, SOPs, and user guides to support consistent use across departments • Manage all council, committee, accreditation, and member rosters, ensuring data accuracy and report automation • Coordinate with third-party vendors and managed service providers for platform support, issue resolution, updates, and enhancements • Document system needs and use cases, participate in discovery and implementation projects, and manage update/upgrade timelines; Represent membership system needs in broader organizational discussions around platform optimization and adoption • Support system related projects small-scale system projects from discovery to implementation, including vendor coordination, documentation, testing, and user communication

• Accountable to obtain prior authorization for medications. • Complete benefit investigation to determine coverage for prescribed treatment and act as a liaison for all medication prior authorization matters to insurance companies, departments, and patients. • Act as subject matter expert for patient medication assistance foundations, free drug and drug replacement programs for uninsured, under-insured, indigent population. • Completes prior authorization and documents referrals for all medications reviewed using appropriate third-party payer criteria. • Conducts research and follow-up activities within established timeframes. • Communicates with care team to provide details on authorization status. • Maintains knowledge of all available patient assistance programs and eligibility requirements. • Identifies available appropriate medication assistance programs upon discussing with patient the affordability of the prescribed treatment. • Ensures accurate completion necessary signatures of appropriate paperwork for enrollment in assistance program(s). • Tracks fund award end dates and exhaustion, re-apply as necessary to avoid lapse in therapies. • Educate providers and patients on specialty services and how this improves overall patient care. • Grow the specialty pharmacy’s patient population. • Floats from areas of low workload to areas of heavy workload as needed to provide optional patient services. • Accountable for satisfying all job specific obligations and complying with all organization policies and procedures.