Treasury Management Customer Experience Specialist II

Huntington National Bank•Easton, OH

1d•Hybrid

About The Position

Description Key Responsibilities Client Onboarding & Implementation (NDG / HOA Focus) Manage end‑to‑end onboarding and ongoing maintenance of treasury management products and services for NDG and HOA clients, including property mgmt. firms and community associations. Serve as onboarding coordinator for implementations involving high‑volume operating accounts, assessment collections, disbursement activity, and multiple association or property structures. Review treasury management agreements, account documentation, and onboarding requests to ensure accuracy, completeness, and compliance with internal policy and client requirements. Coordinate client testing and implementation activities, including ACH collections and disbursements, wires, Positive Pay, remote deposit, lockbox (where applicable), and reporting solutions. Support onboarding efforts that may involve large numbers of accounts or repetitive structures, ensuring efficiency, consistency, and a smooth transition to ongoing service and support teams. Product & Service Support Provide advanced product and service support for treasury management solutions used by NDG and HOA clients, researching and resolving complex onboarding or servicing issues. Act as a subject matter expert for treasury products and workflows commonly used in HOA and property mgmt. business models, including operating accounts, payment collections, disbursements, and reporting. Partner with internal teams (Relationship Management, Sales, Operations, Technology, Risk, Legal, and Product) to deliver coordinated solutions and resolve escalated client issues. Support the full product lifecycle from implementation through service activation, stabilization, and handoff to ongoing support teams. Risk Management & Compliance Ensure adherence to all bank policies, procedures, and applicable banking laws and regulations related to treasury management services, including those applicable to fiduciary or association‑related funds. Identify, assess, and escalate operational, compliance, or client risk issues, including those related to payment controls, fraud mitigation, account entitlements, and segregation of funds. Maintain a high standard of integrity, discretion, and confidentiality when handling client, association, and member‑related information. Process Improvement & Collaboration Identify opportunities to improve onboarding workflows, enhance efficiency, and strengthen the client experience for NDG and HOA clients, particularly in high‑volume or repeatable account structures. Participate in cross‑functional meetings and initiatives to support new products, process enhancements, and evolving client needs within the NDG and HOA segments. Gather data and prepare summaries or reports for management, audit, or internal stakeholders related to onboarding volume, service performance, or risk items. Leadership & Development Serve as a mentor and resource for less experienced Treasury Management Service Specialists, sharing product knowledge and best practices. Demonstrate a collaborative, service‑focused approach that supports a high‑performance team environment. Basic Qualifications: High School Diploma required 3+ years of experience in treasury management, banking operations, or a related role supporting Commercial Banking, NDG, HOA, or property mgmt. focused clients. 3+ years experience knowledge of treasury management products and services, including payments, receivables, electronic banking, and depository solutions. 3+ years experience with analytical, problem‑solving, and organizational skills with the ability to manage high‑volume onboarding activity and multiple concurrent implementations. 3+ years experience with Microsoft Office applications (Excel, Word, PowerPoint, Outlook). Preferred Qualifications: Excellent verbal and written communication skills, with the ability to interact directly with clients and internal partners. Experience supporting HOA mgmt. companies, property managers, or national deposit clients. Familiarity with HOA operating models, assessment collections, vendor disbursements, and high‑transaction payment environments. Account analysis experience and understanding of analyzed and hybrid account structures. Experience with treasury and banking platforms supporting ACH, wires, Positive Pay, remote deposit, lockbox, and online banking portals. Demonstrated ability to collaborate across functions and contribute to process improvement initiatives in a high‑volume, service‑oriented business environment. The position requires a high level of professionalism, adaptability, and commitment to delivering excellent client experiences in a fast‑paced, evolving environment.

Requirements

High School Diploma required
3+ years of experience in treasury management, banking operations, or a related role supporting Commercial Banking, NDG, HOA, or property mgmt. focused clients.
3+ years experience knowledge of treasury management products and services, including payments, receivables, electronic banking, and depository solutions.
3+ years experience with analytical, problem‑solving, and organizational skills with the ability to manage high‑volume onboarding activity and multiple concurrent implementations.
3+ years experience with Microsoft Office applications (Excel, Word, PowerPoint, Outlook).

Nice To Haves

Excellent verbal and written communication skills, with the ability to interact directly with clients and internal partners.
Experience supporting HOA mgmt. companies, property managers, or national deposit clients.
Familiarity with HOA operating models, assessment collections, vendor disbursements, and high‑transaction payment environments.
Account analysis experience and understanding of analyzed and hybrid account structures.
Experience with treasury and banking platforms supporting ACH, wires, Positive Pay, remote deposit, lockbox, and online banking portals.
Demonstrated ability to collaborate across functions and contribute to process improvement initiatives in a high‑volume, service‑oriented business environment.

Responsibilities

Manage end‑to‑end onboarding and ongoing maintenance of treasury management products and services for NDG and HOA clients, including property mgmt. firms and community associations.
Serve as onboarding coordinator for implementations involving high‑volume operating accounts, assessment collections, disbursement activity, and multiple association or property structures.
Review treasury management agreements, account documentation, and onboarding requests to ensure accuracy, completeness, and compliance with internal policy and client requirements.
Coordinate client testing and implementation activities, including ACH collections and disbursements, wires, Positive Pay, remote deposit, lockbox (where applicable), and reporting solutions.
Support onboarding efforts that may involve large numbers of accounts or repetitive structures, ensuring efficiency, consistency, and a smooth transition to ongoing service and support teams.
Provide advanced product and service support for treasury management solutions used by NDG and HOA clients, researching and resolving complex onboarding or servicing issues.
Act as a subject matter expert for treasury products and workflows commonly used in HOA and property mgmt. business models, including operating accounts, payment collections, disbursements, and reporting.
Partner with internal teams (Relationship Management, Sales, Operations, Technology, Risk, Legal, and Product) to deliver coordinated solutions and resolve escalated client issues.
Support the full product lifecycle from implementation through service activation, stabilization, and handoff to ongoing support teams.
Ensure adherence to all bank policies, procedures, and applicable banking laws and regulations related to treasury management services, including those applicable to fiduciary or association‑related funds.
Identify, assess, and escalate operational, compliance, or client risk issues, including those related to payment controls, fraud mitigation, account entitlements, and segregation of funds.
Maintain a high standard of integrity, discretion, and confidentiality when handling client, association, and member‑related information.
Identify opportunities to improve onboarding workflows, enhance efficiency, and strengthen the client experience for NDG and HOA clients, particularly in high‑volume or repeatable account structures.
Participate in cross‑functional meetings and initiatives to support new products, process enhancements, and evolving client needs within the NDG and HOA segments.
Gather data and prepare summaries or reports for management, audit, or internal stakeholders related to onboarding volume, service performance, or risk items.
Serve as a mentor and resource for less experienced Treasury Management Service Specialists, sharing product knowledge and best practices.
Demonstrate a collaborative, service‑focused approach that supports a high‑performance team environment.