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,