Business Banking Treasury Operations Specialist

Farmers Insurance Federal Credit Union • Burbank, CA

28d

About The Position

Farmers Insurance Federal Credit Union (FIGFCU) is building a best-in-class business banking platform—and we’re looking for a dynamic, operations-minded individual to help bring it to life. As the Business Banking & Treasury Operations Specialist, you’ll be the resident expert on how our core banking system (Fiserv DNA) powers treasury and cash management services for our growing business member base. This is a rare opportunity to help shape the operational backbone of a high-impact program. You’ll partner across teams to deliver digital-first, scalable, and member-centric treasury solutions like ACH origination, wires, positive pay, and escrow/IOLTA accounts. If you’re a systems-savvy operations pro who thrives on building from the ground up—this is your moment.

Requirements

• 5+ years of experience in financial institution operations with a focus on business banking, treasury services, or commercial deposits.
• Strong working knowledge of core banking platform (Fiserv DNA preferred), including product configuration, data fields, and back-office processing.
• Experience supporting digital delivery of business banking services—especially ACH, wires, RDC, and positive pay.
• Strong knowledge of business account types and requirements
• Familiarity with business member needs and the unique operational aspects of escrow and IOLTA accounts.
• Ability to translate business needs into technical and process requirements.
• Self-starter who thrives in a build-from-scratch environment.
• Creative problem-solver who navigates ambiguity with confidence and care.
• Member-first mindset—you design with the business member in mind at every step.
• Data-driven and detail-oriented—you look for patterns, optimize for scale, and catch what others might miss.
• Collaborative communicator—you work across teams with clarity, purpose, and a get-it-done attitude.

Responsibilities

• Serve as the internal operations expert for our core banking platform as it relates to business account products and treasury services.
• Lead operational development and implementation for cash management features, including: ACH origination and file processing Wire transfers and investigations Positive pay and fraud mitigation tools Sweep accounts and business account hierarchies Escrow and IOLTA account management
• Partner with digital banking teams (e.g., Lumin) to ensure front-end functionality is aligned with core capabilities.
• Develop and refine SOPs and workflows for business account onboarding, servicing, and exception handling.
• Ensure operational compliance with relevant regulations (e.g., Reg E, BSA/AML, NACHA, crow compliance)
• Support business banking initiatives including new product design, operational scalability, and systems integration.
• Lead or contribute to operational readiness for post-digital conversion features such as activity billing and account analysis.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed