Treasury Management Specialist

International Finance Bank•Miami, FL

About The Position

At International Finance Bank (IFB), employees are supported in a purpose-driven environment that values growth, well-being, and meaningful contributions. The Treasury Management Specialist supports the implementation, maintenance, and ongoing servicing of Treasury Management products and services for business clients. The role ensures accurate client setup, timely issue resolution, effective client training, regulatory and procedural compliance, and a consistent, high-quality client experience. The position works with clients and internal departments to support onboarding, service delivery, troubleshooting, and operational follow-through. It also participates in product testing, implementations, conversions, departmental projects, cross-training, and process-improvement initiatives. Applicants must be currently authorized to work in the United States on a full-time basis; IFB does not provide or assume visa sponsorship. Candidates selected for hire must complete a pre-employment background check and drug screening.

Requirements

Technical studies education; possible areas of study include Business Administration or Finance.
One to two years of experience in the position.
Strong knowledge of Treasury Management products, services, systems, and banking operations.
Knowledge of banking regulations, internal controls, risk, and departmental procedures.
Strong analytical, problem-solving, technical, and organizational skills.
Strong written, verbal, and interpersonal communication skills.
Must be currently authorized to work in the United States on a full-time basis; visa sponsorship is not available.
Successful completion of a pre-employment background check and drug screening is required.

Nice To Haves

Certifications in Treasury Management, RDC, or ACH.
English and Spanish language skills are preferred.

Responsibilities

Implement and maintain Treasury Management products and services, including reviewing agreements, validating approvals, establishing client access, and processing service, limit, and permission changes.
Coordinate onboarding and ongoing servicing of Treasury Management clients to ensure accurate setup and a consistent client experience.
Provide client support and resolve service issues through troubleshooting, technical assistance, documentation, and timely follow-up with clients and internal partners.
Deliver client training and education on Treasury Management products and services through recorded calls, virtual sessions, onsite visits, and other approved communication channels.
Collaborate with Relationship Managers, Operations, Information Technology, Compliance, Risk, and other departments to support client relationships, service delivery, and operational follow-through.
Follow Bank policies, procedures, regulatory requirements, security standards, and internal controls to protect client information and support fraud and loss prevention.
Participate in product testing, implementations, conversions, departmental projects, cross-training, and process-improvement initiatives to improve operational performance and Treasury Management service delivery.
Perform other duties as assigned by leaders.