Treasury Servicing Specialist I
About The Position
The Treasury Servicing Specialist I is responsible for providing concierge service to Business Banking relationships by ensuring accurate setup, maintenance, and servicing of Treasury products and small business digital banking services. This role acts as the primary point of contact for business banking clients and internal partners, resolving inquiries efficiently while maintaining a high standard of customer service, accuracy, and compliance. The specialist plays a critical role in ensuring that Treasury products such as Business Zelle, Cashflow Central, Remote Deposit Capture, and Treasury Express are functioning smoothly and aligned with client needs. Along with the key functions listed below, each position will be expected to uphold the value that Washington Federal places on simply being kind when servicing our co-workers and clients.
Requirements
- Position requires a High School diploma; or approved equivalent.
- 1-2 years' experience in banking/accounting/finance.
- Strong knowledge of Treasury/cash management products and services.
- Excellent communication, interpersonal, and problem-solving skills.
- High attention to detail and accuracy in processing.
- Ability to work effectively in a fast-paced, deadline-driven environment.
- Proficient in Microsoft Office Suite (Excel, Outlook, Word).
- Customer service–oriented with a collaborative, team-based approach.
- Must have good typing and clerical skills and a strong math aptitude.
- Position requires clear and concise verbal and written communication skills including good customer relations skills.
Responsibilities
- Serve as the point of contact for small business Cash Management clients, providing prompt and professional assistance on products, systems, and services
- Process new client setups, maintenance requests, and service changes for small business digital products (Business Zelle, Cashflow Central, Remote Deposit Capture, Treasury Express, etc.)
- Troubleshoot and resolve client issues, coordinating with internal departments as needed
- Provide technical support and client training for Treasury systems
- Accurately process documentation and requests in accordance with bank policies, procedures, and regulatory requirements
- Maintain detailed records of client interactions and service requests in Salesforce engaging relationship team appropriately
- Monitor system alerts, error reports, and exception items to ensure timely resolution
- Assist with Treasury system testing, upgrades, and implementations as requested by the Product teams
- Partner with Branch colleagues, Business Banking Treasury Relationship Managers, and support teams to ensure seamless client onboarding and ongoing service
- Communicate updates, changes, and enhancements to clients and internal stakeholders appropriately
- Support cross-functional initiatives to improve Treasury client experience and operational efficiency
- Adhere to all security procedures, audit standards, and compliance requirements related to Treasury
- Identify potential risk exposures and escalate issues to management as appropriate
- Maintain confidentiality of sensitive financial and client information
- Other duties may be assigned.
Benefits
- Paid time off for vacation, sick days and holidays
- Health insurance
- Stock options
- Bonus programs
- Generous 4% 401(k) matching plus a generous 3% annual contribution, 7% total employer contribution
- Paid Parental Leave
- Life and AD&D insurance
- Long-term disability
- Tuition Reimbursement
- Employee assistance programs
- Pre-tax health and dependent-care spending plans
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
