Treasury Management Service Specialist II

Role Overview

• The Treasury Management Service Specialist II delivers high-touch onboarding, implementation, maintenance, and advanced service support for Business Banking and Commercial clients with complex treasury needs
• Manage end‑to‑end onboarding, implementation, and product maintenance for clients
• Serve as onboarding coordinator and project manager for implementations
• Review and validate entitlement structures, user roles, dual controls, ACH and wire limits, and approval workflows
• Conduct post‑implementation reviews to ensure stability and proper usage
• Provide advanced product and service support for treasury management solutions
• Troubleshoot payment exceptions, file errors, entitlement issues, and Positive Pay decisioning
• Partner with internal teams to resolve escalated issues
• Ensure adherence to all bank policies, procedures, and applicable banking laws and regulations

Requirements

• Bachelor’s degree in business, finance, or a related field
• 3+ years of experience in treasury management, banking operations, or a related client implementation or service role
• 3+ years experience with core treasury products and services, including payments, receivables, electronic banking, and depository solutions
• 3+ years experience leading implementations, resolving escalations, and working directly with clients and senior internal partners
• 3+ years experience managing multiple complex onboarding projects and extended timelines
• 3+ years project management and analytical experience
• 3+ years experience with Microsoft Office applications (Excel, Word, PowerPoint, Outlook)

Benefits

• Flexible work arrangements
• Professional development opportunities