Treasury Management Specialist

Pinnacle Bank/Bank of Colorado•Fort Collins, CO

1d•$27 - $32•Onsite

About The Position

The Treasury Management Admin Specialist provides essential support to the Treasury Management team by assisting with onboarding and troubleshooting for business clients using online banking services. This role ensures smooth implementation of treasury products, accurate data input, and exceptional customer service. Additional responsibilities include sales assistance and performing other duties as assigned to maintain operational efficiency and client satisfaction.

Requirements

Knowledge of bank operations, especially treasury management services.
Knowledge of Word, spreadsheet, and database software.
Skills in problem solving and decision-making.
Ability to communicate effectively with management, customers, and coworkers.
Ability to work with accuracy and attention to detail.
Ability to create an organized and efficient work environment.
Ability to meet deadlines and multi-task.
High School diploma or equivalent experience in banking.

Nice To Haves

Previous experience with computer software and bookkeeping preferred.

Responsibilities

Assist in setting up business clients on online banking platforms, ACH, wires, remote deposit capture, and fraud prevention tools.
Provide troubleshooting for technical issues related to online banking, security tokens, and file transmissions.
Coordinate with internal teams (E-banking, Operations) to resolve client issues promptly.
Accurately enter client and product setup information into treasury systems.
Maintain detailed records of onboarding activities, service requests, and compliance documentation.
Respond to client inquiries via phone and email with professionalism and clarity.
Provide training and guidance on treasury services and online banking features.
Support Treasury Management Officers in cross-selling and upselling treasury products.
Assist with preparation of proposals, RFPs and client presentations as needed.
Ensure adherence to BSA, KYC, and internal audit requirements during onboarding and maintenance processes.
Maintain confidentiality and compliance with all banking regulations.
Participate in special projects, process improvements, and departmental initiatives as assigned.
Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary.

Benefits

8 paid holidays
17 PTO days each year for the first five years of employment
16 hours of paid sick time upon hire date
health, dental, prescription drug card, vision, and voluntary life insurance plans
health savings account with employer contributions
flexible medical and dependent care spending plans
401K plan after 3 months and start of next quarter with employer contributions and profit sharing
$50,000 group term life insurance
long term disability insurance
employee assistance program