Treasury Management Specialist

Climate First Bank

1d • Remote

About The Position

Climate First Bank is seeking a Treasury Management Specialist to support the implementation, servicing, and ongoing maintenance of commercial Treasury Management and Business Online Banking clients. The role ensures that products and services are established accurately and efficiently in accordance with customer authorization, bank approvals, operational procedures, and internal controls.

The specialist configures and maintains client profiles, companies, accounts, users, roles, entitlements, transaction limits, and payment services within applicable banking systems. They review documentation and verify that system setups match approved customer instructions, troubleshoot client and system issues through resolution, maintain implementation and maintenance records, follow dual-control and security procedures, and contribute to process improvements. The position also provides backup support to other Treasury Management team members.

This is a remote role within the United States, working Eastern Standard Hours, with occasional U.S. travel for company events or leadership sessions. The employer is tobacco-free; employees must affirm they are nonsmokers or commit to cessation within 90 days of offer acceptance.

Requirements

• At least one year of hands-on Jack Henry banking system experience.
• Working knowledge of ACH, wires, Positive Pay, Remote Deposit Capture, commercial online banking, user access, permissions, transaction limits, and dual-control concepts.
• Experience with banking-system setup and maintenance, client implementation, and translating approved documentation into accurate system configurations.
• Strong analytical, organizational, problem-solving, client-service, written communication, and verbal communication skills.
• Ability to manage multiple implementations, maintenance requests, and service issues while maintaining accurate documentation, clear priorities, and follow-through.
• Ability to communicate clearly and professionally with commercial clients, bankers, branch personnel, internal operations teams, and third-party vendors.
• Ability to work collaboratively across Treasury Management, banking, branch, operations, and vendor teams, share knowledge, provide backup support, and contribute to process improvement.
• Must affirm being a nonsmoker or commit to cessation within 90 days of offer acceptance.
• Must have valid work authorization; visa sponsorship is not offered.
• Ability to meet the stated physical demands, including sustained sitting and standing, frequent speaking and listening, computer use and typing, sustained attention to a monitor, and occasional lifting up to 20 pounds.

Nice To Haves

• SilverLake experience.
• Jack Henry Treasury Management experience.
• At least five years of experience in Treasury Management, business banking, electronic banking, deposit operations, or a related banking operations environment.
• AAP, CTP, or a related certification.
• Working knowledge of NACHA requirements.
• Familiarity with Treasury Management Back Office v2 and Jack Henry digital banking solutions.

Responsibilities

• Implement and maintain Treasury Management and Business Online Banking relationships for new and existing commercial clients.
• Set up and maintain client profiles, companies, accounts, users, roles, entitlements, transaction limits, and payment services in applicable banking systems.
• Perform customer- and account-level maintenance in Jack Henry systems and support ACH origination, domestic and international wires, Positive Pay, Remote Deposit Capture, Mobile Deposit, Business Bill Pay, and dual-control services.
• Review enrollment and maintenance documents for completeness, accuracy, authorization, approved services, accounts, limits, users, and entitlements.
• Perform quality-control reviews to verify system setups against approved customer documentation and bank approvals.
• Identify and resolve incomplete documentation, conflicting instructions, and system discrepancies before services are implemented or changed.
• Troubleshoot client access, entitlement, payment, and system issues and take ownership through resolution.
• Partner with clients, bankers, branch personnel, internal operations teams, and third-party vendors to resolve Treasury Management issues.
• Escalate system issues to Jack Henry or other vendors when appropriate and assist clients and internal partners with product and system questions.
• Maintain accurate records of implementations, maintenance requests, approvals, and completed system changes.
• Follow dual-control, information security, risk management, and operational procedures.
• Maintain procedures, job aids, and checklists, and participate in initiatives to improve efficiency, accuracy, controls, and the client experience.
• Provide backup and support to other Treasury Management team members as business needs require.
• Manage competing implementations, maintenance requests, and service issues in a collaborative environment.
• Stay informed about applicable regulatory requirements and complete mandatory compliance and IT training.
• Follow Bank policies, procedures, and regulations; question suspicious activity and collaborate with relevant departments to help prevent fraud.
• Adopt a commitment to environmental, social, economic, and racial justice.

Benefits

• Medical, dental, and vision insurance.
• 100% employer-paid health coverage for employees, with an employer contribution for dependents.
• Health Savings Account (HSA).
• Free telemedicine access via Teladoc.
• 401(k) with a 6% employer match and no vesting period.
• Employee stock options.
• Exclusive employee banking perks.
• 0% financing for employee solar loans.
• Employee-only mortgage product with exclusive interest rates and terms.
• 0% financing for eligible electric vehicles.
• Referral incentives.
• Two to four weeks of vacation based on officer level, plus additional tenure-based time.
• 64 hours of paid sick time for full-time employees.
• Company-paid life insurance.
• Short- and long-term disability insurance.
• Voluntary life, accident, and critical illness coverage.
• Employee Assistance Program with free counseling, legal, and financial services.
• The position may be eligible for an annual bonus, incentives, and equity.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed