Treasury Implementation Specialist
About The Position
TowneBank is seeking a Treasury Services Implementation Specialist to onboard members into Treasury Services, including ACH Origination, Wire Transfers, Account Analysis, Corporate Online Banking (including Bill Pay), Positive Pay, Remote Deposit Capture (RDC), and other Cash Management products. The role supports members through implementation, training, service maintenance, and issue resolution, while ensuring service setups are accurate and completed within established service level agreements. The expected good-faith compensation range is $48,000–$60,000, based on the role, market, internal equity, and candidate qualifications.
Requirements
- At least 1 year of bank operations experience within the most recent 10 years.
- At least 2 years of experience working with PC-based software applications.
- Excellent verbal and written communication skills, including the ability to communicate professionally and tactfully and present information clearly and effectively.
- Intermediate proficiency with Microsoft Word, Excel, and Outlook.
- Accuracy and attention to detail, with the ability to multitask, prioritize, and manage time effectively.
- Motivation, organization, and the ability to manage multiple priorities.
- Ability to troubleshoot issues politely, patiently, and thoroughly with members, primarily by phone.
- Ability to work independently and in team environments, with good interpersonal skills.
- Flexibility and adaptability to change.
Nice To Haves
- Knowledge and understanding of Treasury/Cash Management products and services, including online banking platforms, ACH Origination and Receiving, Wire, and Bank Operations.
- Previous experience training others.
- At least 3 years of bank operations experience, preferably in a Treasury/Cash Management area of a financial institution.
Responsibilities
- Provide members with a superior onboarding experience for Cash Management products, ensuring accurate, high-quality setup of service parameters and entitlements.
- Schedule and conduct member training on the setup and use of cash management services by video conference, phone, or in person.
- Fulfill service maintenance requests, including modifications to service entitlements, limits, user permissions, and accounts.
- Adhere to established service level agreements to ensure services are implemented in a timely manner.
- Understand Treasury Management products and their operations, and stay current on system functionality changes, enhancements, and releases; participate in testing, training, and meetings as applicable.
- Support members through incoming phone calls, emails, and tickets submitted through the Bank’s ServiceNow ticketing system.
- Resolve problems or issues effectively and escalate them promptly to optimize the member experience.
- Perform other duties and departmental functions as assigned.
- Adhere to applicable federal laws, rules, and regulations, including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
