Treasury Management Service Specialist II
About The Position
The Treasury Management Service Specialist II provides high-touch onboarding, implementation, maintenance, and advanced service support for Business Banking and Commercial clients with complex treasury needs. The role manages multi-entity implementations, resolves escalations, mentors junior specialists, and partners closely with Relationship Managers and Treasury Sales while building depth across the core treasury product suite. The specialist leads end-to-end onboarding and implementation, including planning, quality review, testing, and go-live readiness. They coordinate complex implementations involving multi-entity structures, centralized treasury models, and specialty industry requirements; validate client entitlements and documentation; coordinate testing and cutover; and conduct post-implementation reviews. The role may also support checking and savings account opening activities, including identity verification and documentation review. The position provides advanced product support and serves as a subject matter expert and escalation point for complex treasury workflows and issues. It partners across internal teams to resolve problems and deliver coordinated solutions throughout the product lifecycle. The specialist ensures compliance with bank policies and regulatory requirements, maintains audit-ready documentation, identifies operational or client risks, and contributes to process improvements. They also mentor less experienced specialists and perform other duties as assigned. The position is designated as an office workplace type. The posting notes that certain positions outside the branch network may be eligible for flexible arrangements combining in-office and work-from-home work; specific arrangements are 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.
- 3–5+ years of experience in treasury management, banking operations, or a related client implementation or service role.
Nice To Haves
- Experience supporting both Business Banking and Commercial Banking client portfolios.
- Familiarity with NACHA rules, entitlement best practices, and fraud-prevention frameworks.
- Experience with advanced treasury services, such as lockbox and integrated payables.
- Account analysis experience and understanding of analyzed and hybrid account structures.
- 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.
Responsibilities
- Manage end-to-end onboarding, implementation, and product maintenance for Business Banking and Commercial clients, including planning, quality review, testing, and go-live readiness.
- Coordinate and project-manage implementations involving multi-entity structures, centralized treasury models, and specialty industry requirements.
- Review and validate entitlements, user roles, dual controls, ACH and wire limits, approval workflows, treasury management agreements, and internal onboarding forms.
- Coordinate treasury implementation activities, including ACH files, Positive Pay, BAI reporting, standing transfer orders, and transmissions.
- Support specialized onboarding processes that may require extended timelines due to approvals, diligence, and system integrations.
- Coordinate testing and cutover for ACH, wires, Remote Deposit Capture, Positive Pay, and reporting services.
- Conduct post-implementation reviews to confirm stability and proper usage.
- May support checking and savings account opening, including identity verification, documentation review, and account setup consistent with KYC/AML requirements.
- Provide advanced product and service support for treasury management solutions and serve as a subject matter expert for complex workflows and business models.
- Serve as an escalation point for complex onboarding and servicing issues; troubleshoot payment exceptions, file errors, entitlement issues, and Positive Pay decisioning, and implement durable solutions.
- Partner with Relationship Management, Sales, Operations, Technology, Risk, Legal, and Product teams to deliver coordinated solutions and resolve escalated issues.
- Support the full product lifecycle from implementation through service activation and stabilization.
- Communicate clearly and effectively with clients, cross-functional partners, and external stakeholders; proactively resolve customer issues and maintain positive client relationships.
- Ensure compliance with bank policies, procedures, and applicable banking laws and regulations related to treasury management services.
- Enforce controls for entitlements, segregation of duties, dual approvals, fraud prevention, and documentation; identify, assess, and escalate operational or client risks.
- Ensure implementations and service activities are audit-ready and properly documented, and protect sensitive client and bank information.
- Identify opportunities to improve onboarding workflows, reduce manual processes, and enhance accuracy and efficiency.
- Support sequencing of additional treasury services as clients grow or become more complex.
- Participate in cross-functional meetings and initiatives to strengthen product capabilities, address operational gaps, and improve client experience.
- Mentor and support less experienced Treasury Management Service Specialists by sharing product knowledge and best practices.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
