Remote Treasury Operations Specialist - Commercial Banking

Financial Additions, Inc.; Frisco (TX); Remote; USD 70,000 - 100,000; Full time

Job summary

Financial Additions, Inc. is seeking a Treasury Management Operations Associate for a remote, nationwide bank client. The role requires strong client support skills and solid knowledge of treasury products used by commercial clients.

You must reside in the United States with full work authorization. Responsibilities include setting up treasury services across systems, reviewing client docs, collaborating with IT/security on onboarding, training clients, and maintaining audit-ready notes while

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 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

Client support

Communication

Attention to detail

Training

Education

Degreed or some college a plus

Tools

Salesforce

Fiserv

Q2

Job description

Financial Additions, Inc. is seeking a Treasury Management Operations Associate for a remote, nationwide bank client. The role requires strong client support skills and solid knowledge of treasury products used by commercial clients.

You must reside in the United States with full work authorization. Responsibilities include setting up treasury services across systems, reviewing client docs, collaborating with IT/security on onboarding, training clients, and maintaining audit-ready notes while