Remote Treasury Operations & Client Onboarding Specialist

Financial Additions, Inc.; Frisco (TX); Remote; USD 65,000 - 90,000; Full time

Job summary

Financial Additions is seeking a Treasury Management Operations Associate for a remote role focused on onboarding commercial clients to treasury services, including Online Banking, Wires, ACH, and Positive Pay. You will coordinate setups and training across multiple systems from Frisco, Texas.

The ideal candidate has 2–5 years in bank treasury operations, strong client communication, and CRM workflow experience.

Qualifications

• 2–5 years at 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.
• Strong organizational skills with attention to detail.

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

Treasury management

Client support

Onboarding

CRM systems

NACHA knowledge

Attention to detail

Communication skills

Education

Bachelor's degree preferred

Some college

Tools

Fiserv

Q2

Salesforce

Job description

Financial Additions is seeking a Treasury Management Operations Associate for a remote role focused on onboarding commercial clients to treasury services, including Online Banking, Wires, ACH, and Positive Pay. You will coordinate setups and training across multiple systems from Frisco, Texas.

The ideal candidate has 2–5 years in bank treasury operations, strong client communication, and CRM workflow experience.