Treasury Management Service Specialist I

Huntington National Bank•Indianapolis, IN
•$24 - $45•Onsite

About The Position

The Treasury Management Service Specialist I provides onboarding, maintenance, and day-to-day service support for Business Banking and Commercial clients. As the foundational entry point in the Treasury Management Service Specialist career path, the role handles core to moderately complex treasury needs, executes standard implementations, supports client adoption, and resolves routine service issues while building skills for more complex treasury work. The specialist partners with Relationship Managers, Treasury Sales, Operations, and Product teams to deliver accurate implementations, timely service, and a positive client experience. The role supports treasury management onboarding, implementation, product maintenance, client training, and first-level product service. It researches and resolves routine issues, troubleshoots payment exceptions and file errors, and escalates complex or higher-risk matters appropriately. It also ensures that service activities comply with bank policies, procedures, and applicable regulations, and that controls, documentation, and risk escalation standards are maintained. This is an office workplace position. The posting notes that certain positions outside the branch network may be eligible for a flexible work arrangement, with specific arrangements provided by the hiring team. The position is non-exempt and eligible for overtime pay. Applicants must be authorized to work in the United States on a full-time basis; Huntington will not sponsor applicants for immigration benefits.

Requirements

  • Bachelor’s Degree.
  • At least 1 year of experience in banking operations, treasury support, or a related client service role.

Nice To Haves

  • Experience supporting Business Banking or Commercial Banking clients.
  • Familiarity with NACHA file formats and basic fraud-prevention tools.
  • Experience with treasury and banking platforms supporting ACH, wires, Positive Pay, remote deposit, BAI reporting, and online banking portals.
  • Demonstrated ability to collaborate across functions and contribute to process improvement initiatives in a fast-growing specialty business.
  • Demonstrated attention to detail and commitment to high-quality, customer-focused client service.

Responsibilities

  • Execute standard treasury onboarding, implementation, and product maintenance for Business Banking and Commercial clients, including planning, quality review, testing, and go-live readiness.
  • Review and validate treasury management agreements and internal onboarding forms for accuracy, completeness, and compliance with policy, procedure, and regulatory requirements.
  • Coordinate implementation activities involving ACH files in CSV and NACHA formats, Positive Pay, BAI reporting, standing transfer orders, and transmissions.
  • Schedule, coordinate, and deliver client training on treasury platforms, payment workflows, and foundational fraud-prevention tools.
  • May support checking and savings account opening, including identity verification, documentation review, and account setup in compliance with KYC/AML requirements.
  • Maintain accurate data and communicate effectively with clients and internal partners to support efficient onboarding and a positive client experience.
  • Serve as first-level support for core treasury management solutions.
  • Research and resolve routine onboarding, maintenance, and servicing issues within established procedures and service-level agreements.
  • Troubleshoot payment exceptions, file errors, entitlement issues, and Positive Pay decisioning.
  • Support the product lifecycle from implementation through service activation and stabilization.
  • Provide clear, timely verbal and written communication with clients, cross-functional partners, and stakeholders.
  • Proactively resolve customer issues and build and maintain positive client relationships.
  • Identify and escalate non-standard requests, complex issues, and higher-risk items to a TM Service Specialist II or appropriate service partners.
  • Follow bank policies, procedures, and applicable banking laws and regulations related to treasury management services.
  • Enforce controls around entitlements, segregation of duties, dual approvals, fraud-prevention tools, and documentation standards.
  • Identify, assess, and escalate operational or client risks in accordance with policy.
  • Ensure implementations and service activities are audit-ready and properly documented.
  • Maintain integrity, discretion, and confidentiality when handling sensitive client and bank information.
  • Maintain onboarding and service documentation, checklists, and case notes.
  • Identify basic process gaps or improvements and provide feedback to improve onboarding efficiency and client service quality.
  • Partner with Relationship Managers, Treasury Sales, Operations, Risk, and Product teams to coordinate solutions and manage client expectations.
  • Perform other duties as assigned.

Benefits

  • Health insurance coverage.
  • Wellness program.
  • Life and disability insurance.
  • Retirement savings plan.
  • Paid leave programs.
  • Paid holidays.
  • Paid time off (PTO).
  • Eligible to participate in an applicable incentive compensation plan.
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