Remote Treasury Ops Associate Onboarding and Training

Financial Additions, Inc.; Plano (TX); Remote; USD 55,000 - 75,000; Full time

Job summary

Financial Additions, Inc. is seeking a Treasury Operations Associate for a remote, temp-to-hire role with a nationwide bank. You will support commercial clients by setting up treasury services and ensuring accurate onboarding.

The role requires 2–5 years of banking experience in treasury operations, strong communication, and meticulous attention to detail. You will collaborate with IT and security teams, train clients, and maintain audit-ready records.

Qualifications

• 2–5 years of banking experience in Treasury Management Operations or commercial client-facing role.
• Experience with ACH, Wires, Positive Pay, and Remote Deposit Capture.
• Familiar with treasury admin systems and NACHA requirements.
• Strong organizational skills and clear communication.

Responsibilities

• Plan and execute setups in multiple systems for 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 operations knowledge

Client support

Attention to detail

Training ability

Bank experience

Education

Bachelor's degree or equivalent

Tools

CRM systems

Fiserv

Q2

Salesforce

Job description

Financial Additions, Inc. is seeking a Treasury Operations Associate for a remote, temp-to-hire role with a nationwide bank. You will support commercial clients by setting up treasury services and ensuring accurate onboarding.

The role requires 2–5 years of banking experience in treasury operations, strong communication, and meticulous attention to detail. You will collaborate with IT and security teams, train clients, and maintain audit-ready records.