Serve as a primary point of contact for business and commercial clients using Treasury Management products;
Handle frequent inbound calls and emails related to: Business Online Banking inquiries and password resets
ACH and wire origination support, including temporary limit increases
Positive Pay and fraud-prevention tools
Internal/external sweep accounts
Remote Deposit Capture (RDC) questions and troubleshooting
Research and resolve account issues accurately and efficiently;
Process daily incoming commercial wires;
Monitor RDC deposit activity and review daily system reports;
Assist with treasury product documentation, approvals, and client setups;
Coordinate closely with Treasury Management Officers and Implementation staff;
Escalate complex questions or opportunities appropriately;
Maintain strict adherence to security, compliance, and risk management standards.

3+ years of experience in banking, treasury management, commercial operations, or a related financial services role
Experience supporting ACH, wires, online banking platforms, or business cash management tools
Strong communication skills and professional phone presence
Ability to learn and navigate multiple banking systems
High attention to detail and comfort working in a regulated environment
Proficiency with Microsoft Word, Excel, Outlook, and digital banking platforms.

Benefits package including Health (starts on 1st of month after start date)
Dental, and Vision Insurance
Free/low cost supplemental health insurance programs for orthopedic/imaging services and high cost prescriptions
401K with up to 4% employer match
Generous PTO package plus eleven (12) Bank paid holidays
Career growth and ongoing training and development opportunities
Team environment where relationships matter
Employee recognition & service awards.

Treasury Management Specialist

Key skills