Remote Treasury Onboarding & Operations Specialist

Financial Additions, Inc.; Washington; Remote; USD 70,000 - 90,000; Full time

Job summary

Financial Additions, Inc. is seeking a Treasury Management Operations Associate for a remote, nationwide bank client. Excellent client support and a solid knowledge of treasury products used by commercial clients are required.

The candidate must reside in the United States and have full authorization to work here. Responsibilities include planning and executing setups in multiple systems for commercial Treasury services, reviewing client documentation, collaborating with IT on onboarding,

Qualifications

• 2-5 years in a bank with Treasury Management Operations or commercial client interfacing role
• Experience with ACH, Wires, Positive Pay, and Remote Deposit Capture setup and training CRM experience for tracking tickets/workflow
• Familiarity with treasury admin systems such as Fiserv, Q2, Salesforce or comparable platforms
• Working knowledge of NACHA requirements
• Strong organizational skillset with attention to detail
• Excellent communicator with the ability to simplify technical training
• Degreed or some college a plus

Responsibilities

• Plan and execute setups in multiple systems for all commercial Treasury services (Online Banking, Wires, ACH, Positive Pay, etc.)
• Review and validate all commercial client documentation and agreements prior to set-up
• Partner with IT/Security teams on implementations for commercial client onboarding
• Train clients on all treasury services
• Maintain audit-ready notes and adhere to compliance requirements
• Track onboarding progress and report on turnaround times, quality metrics, and backlog status

Skills

Excellent communication

Organizational skills

Attention to detail

Client support

Education

Some college or degreed

Tools

CRM systems

Salesforce

Q2

Fiserv

Job description

Financial Additions, Inc. is seeking a Treasury Management Operations Associate for a remote, nationwide bank client. Excellent client support and a solid knowledge of treasury products used by commercial clients are required.

The candidate must reside in the United States and have full authorization to work here. Responsibilities include planning and executing setups in multiple systems for commercial Treasury services, reviewing client documentation, collaborating with IT on onboarding,