Business Banking Treasury Specialist
About The Position
The Business Banking Treasury Specialist provides advanced operational and client support to the Business and Community Banking team, with a primary focus on customer service and cash management (treasury) functions. The role is a key point of contact for business members, supporting treasury services, account maintenance, and complex client requests. It operates with a high level of independence and accountability and partners with internal teams, vendors, and clients to resolve issues promptly and deliver cash management solutions effectively. The specialist is also cross-trained in loan servicing, loan closing, and portfolio management to provide flexible support across the business banking platform. The position is full-time and hybrid, based at the City Center office in Newport News, Virginia. The targeted salary range is $57,100–$72,000.
Requirements
- A bachelor’s degree in business or a related field, or an equivalent combination of education, work experience, and/or training.
- At least three years of experience administering treasury or cash management products, such as ACH, wire transfers, remote deposit capture, or online banking platforms, in a financial institution.
- Hold or be able to obtain the Cash Management Professional (CMP) Tru Treasury certification within nine months of hire.
Nice To Haves
- Previous experience cross-selling financial products.
Responsibilities
- Serve as a primary point of contact for business members, providing customer service and resolving complex inquiries and requests.
- Support and administer cash management services, including onboarding, maintenance, and troubleshooting for ACH, wires, remote deposit capture, and online banking.
- Manage cash management vendor relationships and coordinate issue resolution, escalations, and service enhancements.
- Partner with business banking officers on client onboarding and support a seamless experience across deposit and treasury products.
- Open and maintain business deposit accounts in accordance with internal policies and regulatory requirements.
- Handle business member service requests, including account maintenance, transaction research, and problem resolution.
- Identify service issues proactively and drive solutions that improve client experience and prevent future disruptions.
- Provide clients with guidance on treasury services and best practices.
- Support loan servicing, loan closing, and portfolio management functions, including documentation, servicing requests, and portfolio requirement tracking.
- Ensure compliance with applicable laws and regulations, including BSA/AML policies and procedures.
- Maintain accurate records and documentation to support audit readiness and data integrity.
- Collaborate with internal departments and external partners to improve processes, enhance efficiency, and reduce operational risk.
- Assist leadership with reporting, tracking, and administrative functions as needed.
- Perform other related duties as assigned.
Benefits
- Affordable medical, dental, and vision plans.
- Educational assistance, including books, lab fees, and registration costs.
- Student loan repayment support.
- Career growth opportunities.
- Paid vacation that accrues from the first day and increases with service, subject to a maximum cap.
- 13 paid holidays, including the employee’s birthday and the day after Thanksgiving, plus floating holidays.
- Paid sick time.
- 401(k) plan with a 6% company match, immediate vesting, and a Roth IRA option.
- Company-covered short- and long-term disability insurance.
- Complimentary life insurance and the option to purchase additional voluntary life insurance.
- Flexible health care and dependent care benefits.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
