Treasury Management Operations Specialist 1

Summit Credit Union • West Bend, WI

78d

About The Position

As a Treasury Management Operations Specialist, you'll be the go-to expert for our suite of business banking services, including Enhanced Business Online Banking, Business Bill Pay, Remote Deposit Capture (RDC), and Wire & ACH Origination. You'll work directly with members to set up services, conduct audits, and provide ongoing support - all while delivering exceptional service with a smile. You'll also collaborate with our deposit sales team, core providers, and third-party vendors to ensure seamless operations and member satisfaction.

Requirements

• High School Diploma or GED
• 1+ year of experience in financial services, banking operations, or treasury payments
• Strong understanding of digital banking and treasury management tools
• Excellent communication and organizational skills
• Tech-savvy and comfortable navigating Microsoft Office and other platforms
• Detail-oriented, positive, and thrives in a fast-paced environment

Responsibilities

• Set up treasury management services for members
• Conduct audits of treasury services
• Provide ongoing support to members
• Collaborate with deposit sales team and third-party vendors
• Ensure seamless operations and member satisfaction

What This Job Offers

• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED