Treasury Servicing Specialist II

WaFd Bank•Boise, ID

About The Position

The Treasury Servicing Specialist II provides expert support for the bank’s Treasury Management clients and colleagues by ensuring accurate setup, maintenance, and servicing of Treasury products and corporate digital banking services. This role acts as the primary point of contact for commercial 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 ACH, Wires, Remote Deposit Capture, and Treasury Prime 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 WaFd Bank places on simply being kind when servicing our co-workers and clients.

Requirements

High School diploma; or approved equivalent
2-4 years' experience in banking/accounting/finance
Good typing and clerical skills
Accuracy and attention to detail
Strong math aptitude
Proficiency in Microsoft Office
Clear and concise verbal and written communication skills including good customer relations skills
Strong knowledge of Treasury 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

Responsibilities

Serve as the point of contact for Treasury Management clients, providing prompt and professional assistance on products, systems, and services
Process new client setups, maintenance requests, and service changes for Treasury Management products (ACH, Wires, Remote Deposit, Online Banking, Positive Pay, Lockbox, 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 Deposit Coordinators, Treasury Relationship Managers, 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.