Treasury Implementation Specialist

Five Star Bank, Ca•Walnut Creek, CA

17h

About The Position

The Treasury Implementation Specialist processes electronic banking and treasury service requests, including ACH origination, remote deposit capture, personal online banking enrollments, bill pay, mobile banking and mobile capture, cash management, positive pay, business online banking, and E-Statements. The specialist manages implementations from start to finish, provides training and support, and handles related online banking transactions while meeting service-level agreements and supporting revenue generation. The role requires high-quality service to internal and external customers, timely and compliant execution of electronic banking requests, and knowledge of applicable banking rules, regulations, laws, and policies, including the Bank Secrecy Act. The specialist also screens electronic transactions for fraud, assists with testing and validating new Customer Experience Department products, and completes required training. This position has no supervisory responsibility. This is a full-time role with standard hours Monday through Friday, 8 a.m. to 5 p.m. Occasional overtime may be required. Travel is primarily local during the business day, with very rare out-of-area or overnight travel. A valid driver’s license and transportation are required for visiting client sites and branches.

Requirements

High school diploma or equivalent.
At least two years of operational or electronic banking experience.
Valid driver’s license and transportation to visit client sites and other branches.

Nice To Haves

Bachelor’s degree in business or a related field.
Specialized training or information technology experience.

Responsibilities

Provide high-quality service to internal and external customers.
Manage each implementation end to end as a project, meeting defined SLAs and focusing on expediting revenue generation.
Maintain knowledge of banking rules, regulations, laws, and related policies and procedures, including the Bank Secrecy Act.
Process electronic banking requests in a timely manner and in compliance with applicable laws.
Implement, train, and support remote deposit capture, mobile deposit capture, mobile banking, consumer online banking, cash management services, bill pay services, positive pay, E-Statements, interbank transfers, online tax payments, and other developing services or channels.
Set up and service E-Statements and other online banking-related transactions.
Screen electronic banking transactions for fraud using core-provided or other tools.
Assist in testing and validating new products introduced by the Customer Experience Department.
Complete all training modules by established due dates.
Perform other tasks as assigned.
Travel to client sites and other branches as needed.