Treasury Management Client Services Associate II

Jobtailor; California (MO); On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor is seeking a Treasury Management professional to train clients and support post-onboarding activities across Online Banking, ACH, Wires, Bill Pay, and related services.

You will respond to client inquiries, troubleshoot product issues, and help implement new Treasury Management offerings while following regulatory requirements and internal policies.

Qualifications

• High school diploma or equivalent.
• 2-4+ years of prior experience in Commercial Banking, Business Banking, Treasury Management or a similar role within a financial institution.
• Working knowledge of Treasury Management products and services.
• Excellent written and verbal communication skills with ability to interact professionally with clients.
• Excellent organizational and time management skills with ability to manage multiple client requests.

Responsibilities

• Provide client training and support for Treasury Management services post-onboarding, including Online Banking, ACH, Wires, Bill Pay, Remote Deposit Capture, Information Reporting, Positive Pay, Lockbox, and Commercial Cards under the direction of senior staff
• Respond to Treasury Management client inquiries via phone, email, and virtual channels in a timely, accurate, and professional manner; maintain detailed records of client interactions
• Support client service delivery by troubleshooting product functionality issues, diagnosing problems, and working to resolve issues while adhering to quality and turnaround time standards
• Coordinate and support the implementation of new Treasury Management services and products with guidance from senior staff, ensuring compliance with policies and regulatory requirements
• Review client documentation, onboarding materials, and service agreements for accuracy, completeness, and compliance with established standards
• Obtain required internal approvals for Treasury Management services and access as directed
• Proactively address client questions and needs by researching issues, gathering information, and developing solutions; escalation of complex matters to Senior Associates or management
• Maintain current knowledge of Treasury Management products, services, and internal procedures; stay informed of policy and process updates
• Support internal partners and team members in delivering excellent client outcomes; communicate issues and recommendations to management
• Assist with additional responsibilities as assigned by management, including documentation, reporting, data maintenance, and special projects

Skills

Treasury Management

Client Training & Support

Communication

Organizational Skills

Time Management

Problem Diagnosis

Client Onboarding

Education

High school diploma or equivalent

Job description

• Provide client training and support for Treasury Management services post-onboarding, including Online Banking, ACH, Wires, Bill Pay, Remote Deposit Capture, Information Reporting, Positive Pay, Lockbox, and Commercial Cards under the direction of senior staff
• Respond to Treasury Management client inquiries via phone, email, and virtual channels in a timely, accurate, and professional manner; maintain detailed records of client interactions
• Support client service delivery by troubleshooting product functionality issues, diagnosing problems, and working to resolve issues while adhering to quality and turnaround time standards
• Coordinate and support the implementation of new Treasury Management services and products with guidance from senior staff, ensuring compliance with policies and regulatory requirements
• Review client documentation, onboarding materials, and service agreements for accuracy, completeness, and compliance with established standards
• Obtain required internal approvals for Treasury Management services and access as directed
• Proactively address client questions and needs by researching issues, gathering information, and developing solutions; escalation of complex matters to Senior Associates or management
• Maintain current knowledge of Treasury Management products, services, and internal procedures; stay informed of policy and process updates
• Support internal partners and team members in delivering excellent client outcomes; communicate issues and recommendations to management
• Assist with additional responsibilities as assigned by management, including documentation, reporting, data maintenance, and special projects

Requirements

• High school diploma or equivalent
• 2-4+ years of prior experience in Commercial Banking, Business Banking, Treasury Management or a similar role within a financial institution
• Working knowledge of Treasury Management products and services
• Excellent written and verbal communication skills with ability to interact professionally with clients
• Excellent organizational and time management skills with ability to manage multiple client requests.

Core Competencies

Demonstrates expertise in Treasury Management services, including client training, support, and compliance with regulatory requirements. Proficient in managing client inquiries and delivering exceptional service outcomes while maintaining detailed records and documentation.

Highest-signal resume keywords

• Treasury Management Products Knowledge
• Client Training and Support
• Excellent Written and Verbal Communication
• Organizational and Time Management Skills
• Problem Diagnosis and Resolution

ATS Optimization Keywords

Hard Skills

• Treasury Management Services
• Commercial Banking
• Business Banking
• ACH
• Wires
• Bill Pay
• Remote Deposit Capture
• Information Reporting
• Positive Pay
• Lockbox

Soft Skills

• Excellent Communication
• Organizational Skills
• Time Management
• Client Interaction
• Problem-Solving

Industry Keywords

• Financial Institution
• Client Onboarding
• Service Agreements
• Compliance
• Quality Standards