Treasury Service Specialist

Kendall Bank•Overland Park, KS

About The Position

The Treasury Services Specialist serves as both a front‑line brand ambassador for the Bank and a key support resource for the Treasury Services Manager. This dual‑capacity role provides comprehensive support to the Treasury Services Department, assisting with onboarding new TS clients, opening accounts, setting up digital and treasury products, performing risk reviews, preparing documentation, and supporting ongoing client needs. The Specialist plays a critical role in delivering an excellent client experience, strengthening TS sales efforts, and maintaining operational integrity. In addition, this position ensures exceptional client service by greeting and assisting clients and prospects and answering the main phone line. Leads and encourages a positive working environment with a can-do and collaborative focus which fosters our Mission, Vision and growth plans. Adheres to all bank established policies, procedures, and overall banking/compliance regulations.

Requirements

Proactive, friendly, and persuasive.
Ability to move fast and juggle several projects.
Ability to produce excellent, polished work.
Enjoy ensuring that every client has a completely positive experience.

Responsibilities

Serve as a front-line brand ambassador for the Bank.
Act as a key support resource for the Treasury Services Manager.
Provide comprehensive support to the Treasury Services Department.
Assist with onboarding new TS clients.
Open accounts.
Set up digital and treasury products.
Perform risk reviews.
Prepare documentation.
Support ongoing client needs.
Deliver an excellent client experience.
Strengthen TS sales efforts.
Maintain operational integrity.
Ensure exceptional client service by greeting and assisting clients and prospects.
Answer the main phone line.
Lead and encourage a positive working environment with a can-do and collaborative focus.
Adhere to all bank established policies, procedures, and overall banking/compliance regulations.