Treasury Management Service Specialist I

Huntington National Bank•Atlanta, GA
•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. This foundational role supports core to moderately complex treasury needs by executing standard implementations, supporting client adoption, and resolving routine service issues while developing 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 executes standard treasury onboarding, implementation, and product maintenance; reviews agreements and onboarding forms for accuracy and compliance; coordinates implementation activities; and schedules and delivers client training. It provides first-level support for core treasury solutions, researches and resolves routine service issues, and escalates complex, non-standard, or higher-risk matters to appropriate colleagues. The specialist also ensures compliance with bank policies and applicable regulations, maintains audit-ready documentation, identifies basic process improvements, and collaborates across teams. Other duties may be assigned. This is an office workplace position. Some positions outside the branch network may be eligible for flexible work arrangements, with specific arrangements provided by the hiring team. Applicants must be currently 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 policies, procedures, and regulatory requirements.
  • Coordinate implementation activities, including 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, communicate effectively with clients and internal partners, and balance risk controls with a positive client experience.
  • Serve as first-level support for core treasury management solutions and research and resolve routine onboarding, maintenance, and servicing issues within established procedures and SLAs.
  • Troubleshoot payment exceptions, file errors, entitlement issues, and Positive Pay decisioning.
  • Support the product lifecycle from implementation through service activation and stabilization.
  • Communicate clearly and promptly with clients, cross-functional partners, and stakeholders, and proactively resolve customer issues while maintaining positive client relationships.
  • Identify and escalate non-standard requests, complex issues, and higher-risk items to a TM Service Specialist II or service partners as appropriate.
  • Follow bank policies, procedures, and applicable banking laws and regulations related to treasury management services.
  • Enforce controls involving entitlements, segregation of duties, dual approvals, fraud-prevention tools, and documentation standards.
  • Identify, assess, and escalate operational or client risk issues in accordance with policy; ensure implementations and service activities are audit-ready and properly documented.
  • Handle sensitive client and bank information with integrity, discretion, and confidentiality.
  • Maintain accurate 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 deliver coordinated solutions and manage client expectations.
  • Perform other duties as assigned.
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