Treasury Management Operations Specialist Job at New Edge Associates a Talent Acquisition Firm, Fort Lauderdale, FL

OXo4d0JsdXZCWnl6ZjRBaGdnYVFpeTArN0E9PQ==
  • New Edge Associates a Talent Acquisition Firm
  • Fort Lauderdale, FL

Job Description

Summary:

Seeking a detail-oriented and customer-focused Treasury Management Operations Specialist with a solid understanding of treasury products, strong technical skills, and the ability to work in a fast-paced environment. This role supports business clients with online banking, ACH, wires, and remote deposit services.

Key Responsibilities:

  • Ensure compliance with all bank policies and regulatory requirements (e.g., BSA, OFAC, CIP, KYC).
  • Provide high-quality customer service via phone and email.
  • Troubleshoot issues with online banking, Zelle, BillPay, remote deposits, and other services.
  • Assist clients with account access issues, transfers, and fraud concerns.
  • Set up new treasury management services including online banking, ACH, wires, and positive pay.
  • Train business clients on ACH and wire origination, scanner installation, and system use.
  • Manage scanner inventory and coordinate shipping.
  • Review and process new account documentation.
  • Support onboarding and work with compliance for required documentation.
  • Collaborate with internal departments to resolve service issues and support daily operations.

Requirements:

  • Minimum 3 years of treasury or banking operations experience.
  • High School Diploma or GED required.
  • Proficient in Microsoft Outlook, Word, Excel.
  • Strong organizational, communication, and multitasking skills.
  • Ability to troubleshoot issues and resolve client concerns independently.
  • Experience with ACH, wires, and remote deposit capture preferred.

Job Tags

Remote job,

Similar Jobs

David Yurman

Seasonal Sales Support | 57th Street Flagship Job at David Yurman

 ...Flexibility needed to work non-traditional hours, especially nights, weekends and holidays. Responsibilities Enters sales...  ...clients needs. Maintains consistent visual merchandising and housekeeping standards reflecting current visual guidelines and priorities... 

Thomas B. Mansfield

Service Support Specialist Job at Thomas B. Mansfield

 ...Your role The Service Support Specialist provides essential administrative and operational support to the service department. This role is responsible for delivering exceptional customer service, assisting with technician time entry, managing invoices, and supporting... 

Addison Kenway.

Dermatology Physician - Dermatologist Job at Addison Kenway.

 .... Established and expanding practice is looking for a Dermatologist to join the team. Practice offers both clinical and cosmetic dermatology services. Join a team of three dermatologists and several Advanced Practice Providers, contributing to a growing and thriving practice... 

Indotronix Avani Group

PLC Programmer Job at Indotronix Avani Group

 ...2 Education: BS or MS in Electrical/Computer Engineering, Computer Science or related...  ...troubleshooting robotic, PLC, and vision system programs for new automation equipment within the...  ...or related Software Controls: High Level Language(s) (C#, VB, Java or C++)... 

KMA Human Resources Consulting

Senior Director of Philanthropy Job at KMA Human Resources Consulting

 ...responsible for developing and implementing a comprehensive fundraising strategy to support NRCMs mission and goals. This position manages...  ...environmental sustainability. KMA Human Resources Consulting has been engaged to manage this search. NO PHONE CALLS OR RECRUITERS...