Treasury Support Specialist

Luminate Bank • Minneapolis, MN

1d

About The Position

The Treasury Support Specialist supports the Treasury Management team by assisting with client onboarding, business account setup, and ongoing service support for treasury products. This entry-level role works closely with Treasury Officers and internal teams to help ensure smooth onboarding experience for new clients and provide responsive support for treasury services. The Associate will develop knowledge of treasury products and banking systems while assisting clients with basic training, troubleshooting, and service requests.

Requirements

• 1+ year of experience in banking, financial services, or customer service.
• Strong communication and interpersonal skills.
• Basic proficiency in Microsoft Office (Excel, Word, Outlook).
• Ability to learn new banking systems and treasury platforms.
• Strong attention to detail and organizational skills.
• Ability to manage multiple tasks in a fast-paced environment.

Nice To Haves

• Exposure to business banking or treasury services.
• Familiarity with business accounts or financial documentation.
• Interest in developing a career in treasury management or commercial banking.

Responsibilities

• Assist with opening and maintaining business accounts in accordance with internal policies and regulatory requirements.
• Prepare and review account documentation to ensure completeness and accuracy.
• Work with internal departments to resolve documentation questions and support timely account setup.
• Support Treasury Officers with onboarding calls and follow-up tasks for new clients.
• Assist with implementation of treasury management products and services.
• Provide basic training and guidance to clients on treasury platforms and tools.
• Assist with departmental and cross-functional initiatives that improve processes, systems, and client experience.
• Provide feedback and support for treasury product updates and internal process improvements.
• Respond to client inquiries related to treasury services via phone or email.
• Troubleshoot basic client issues and escalate more complex concerns as needed.
• Maintain a professional and responsive approach in all client interactions.

Benefits

• Competitive compensation reliant on ability and experience
• Excellent benefits package including health, pre tax HSA, FSA accounts and dental & vision
• Life and AD&D Insurance, as well as additional voluntary benefit possibilities
• 401K with robust company match
• Flexible PTO program
• Earned Sick & Safe Time (ESST)
• The opportunity to work for the Midwest’s fastest growing lender

What This Job Offers

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