Senior Treasury Management Specialist

Fremont Bank; Livermore (CA); On-site; USD 49,000 - 58,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

ESOP

401(k) with employer match

Performance-based bonuses or incent 0

Job summary

Fremont Bank in Livermore, CA seeks a Sr. Business Services Specialist to serve as a subject matter expert on Treasury Management products such as ACH Origination, Wire Transfers, Positive Pay, RDC, and BOB.

This role handles high-risk requests and supports Platinum Services and Labor & Trust teams with strict adherence to SLAs. The position emphasizes complex client support, regulatory compliance, and collaboration across departments to safeguard accuracy, efficiency, and confidentiality in a

Qualifications

• 4 years of sales, customer service, or back-end client support working with complex banking relationships or equivalent preferred.
• High school diploma or GED required; college degree preferred.
• Demonstrated leadership and training experience preferred.
• Strong knowledge of small business deposit, online banking and Treasury Management products preferred.
• Excellent listening and presentation skills; clear and professional written and verbal communication.

Responsibilities

• Serve as the primary escalation point for complex ACH, Wire, RDC, and Positive Pay issues.
• Provide advanced technical troubleshooting for file errors, mapping issues, ACH onboarding, file errors, and Business Online Banking.
• Support Platinum Services and Labor & Trust teams with specialized, time sensitive requests requiring high attention to detail and enhanced confidentiality.
• Manage and resolve client issues requiring in depth product knowledge or cross department coordination.
• Perform outbound follow up with clients and internal partners for complex cases, verifications, training, and exception handling.

Skills

Customer service

Banking relationships

Leadership

Communication

Attention to detail

Education

High school diploma or GED

College degree preferred

Tools

Microsoft Office

Job description

Fremont Bank in Livermore, CA seeks a Sr. Business Services Specialist to serve as a subject matter expert on Treasury Management products such as ACH Origination, Wire Transfers, Positive Pay, RDC, and BOB.

This role handles high-risk requests and supports Platinum Services and Labor & Trust teams with strict adherence to SLAs. The position emphasizes complex client support, regulatory compliance, and collaboration across departments to safeguard accuracy, efficiency, and confidentiality in a