Treasury Client Relationship Specialist IV (Lead)

Glacier Bancorp, Inc.•Fort Collins, CO

14h

About The Position

The Treasury Client Relationship Specialist IV (Lead) serves as the senior operational and technical lead for Treasury Management client support. This role is responsible for managing escalated client issues, overseeing complex onboarding and implementations, and acting as a subject matter expert (SME) across Treasury Management products and services. In addition to direct client support, this position provides leadership, guidance, and oversight to Treasury Client Relationship Specialists Levels I, II, and III, ensuring high service quality, operational accuracy, regulatory compliance, and adherence to service level agreements (SLAs). The Lead partners closely with Treasury Management Operations Manager, TMSO’s, Lenders, Operations, Risk, and Fraud teams to deliver consistent, high-quality service to business clients. The compensation pay range for this position is $70,061.15-$79,328.50 per year. All compensation offers are analyzed individually and take into consideration multiple factors including but not limited to geographic location, years of experience, and educational background.

Requirements

High school education or equivalent
5+ years of banking experience, with a strong focus on Treasury Management, cash management, or commercial banking support.
Strong understanding of treasury and online banking platforms.
Working knowledge of file transmission formats such as NACHA.
High level of comfort troubleshooting software, system, and configuration issues.
Experience handling complex treasury implementations, escalations, and client relationships.
Exceptional verbal and written communication skills.
Ability to communicate effectively with clients, senior management, auditors, and regulators.
Ability to explain complex concepts clearly and professionally.
Strong problem-solving and analytical skills.
Ability to research issues, analyze data, and make sound decisions.
High attention to detail and accuracy.

Nice To Haves

Associate or bachelor’s degree preferred.
Prior leadership, mentoring, or senior-level support experience preferred.

Responsibilities

Serve as the primary escalation point for complex client service, technical, or operational issues that cannot be resolved by first-level support.
Research, troubleshoot, and resolve advanced issues related to Treasury Management systems, account configurations, ACH, Wires, RDC, sweeps, and other electronic services.
Coordinate issue resolution with internal teams and third-party vendors as necessary.
Manage and oversee end-to-end onboarding and implementation of Treasury Management products for new and existing commercial clients.
Ensure accurate system setup, agreement execution, testing, and client training.
Review and approve implementation documentation prepared by lower-level staff.
Support complex or high-risk client implementations and conversions.
Act as a subject matter expert on Treasury Management products, including but not limited to: Business Online Banking, Remote Deposit Capture (RDC), ACH and Wire services, Sweep and Repo accounts, Positive Pay and electronic payment solutions.
Stay current on treasury product updates, regulatory changes, and industry trends.
Provide product guidance, troubleshooting support, and training to internal partners.
Provide daily leadership, mentoring, and guidance to Level I, II, and III Treasury Client Relationship Specialists.
Assign and prioritize work to ensure timely and accurate completion of client requests.
Monitor service quality, accuracy, and SLA performance.
Assist with onboarding and training of new team members.
Serve as an escalation and decision resource for junior staff.
Partner with Treasury Management Sales Officers, Associates, and Relationship Managers to ensure seamless client onboarding and ongoing service.
Participate in client meetings or calls for complex implementations or escalated service issues.
Assist with relationship reviews, proposals, and account analysis comparisons as needed.
Identify, assess, and mitigate operational, compliance, and fraud-related risks associated with Treasury Management services.
Maintain up-to-date knowledge of fraud prevention techniques, including ACH and Wire fraud trends.
Support annual ACH credit reviews and ensure proper documentation and controls.
Ensure compliance with all applicable policies and regulations, including BSA/AML, OFAC, and GLBA/privacy requirements.
Act as a control point for high-risk service requests and account changes.
Review account analysis statements for accuracy prior to month-end processing.
Oversee service charge entries for Repo and Sweep accounts.
Support Treasury Management reporting, audits, and special projects.
Recommend process improvements to enhance efficiency, accuracy, and client experience.