Treasury Management & Client Services Specialist

Holiday Financial Services Corporation; Worthington (OH); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical, Dental, Vision & Life

401K with company match

Paid Time Off & Holidays

Job summary

FCBank in Worthington, OH is seeking an entry-level sales support specialist to assist with treasury management onboarding, client service, and account maintenance. You will coordinate documentation, participate in trainings, and support portfolio growth for commercial customers.

The role emphasizes accuracy, strong communication, and teamwork, with opportunities to learn treasury products and contribute to client satisfaction in a dynamic financial services environment.

Qualifications

• One (1) year certificate from college or six (6) months related experience and/or training, or equivalent combination of education and experience.
• Treasury Management, Banking or Financial Services background strongly preferred.
• Background screening will be conducted.

Responsibilities

• Provide enhanced client service for treasury management and merchant services.
• Assist in onboarding new services and training for customers.
• Coordinate documentation and maintenance of accounts with internal teams.
• Support portfolio growth with business development partners.

Skills

Detail orientation

Interpersonal skills

Communication skills

Digital literacy

Technical interpretation

Education

Certificate from college

Treasury/Financial Services background (preferred)

Tools

Treasury management software

Merchant services systems

CRM systems

Job description

FCBank in Worthington, OH is seeking an entry-level sales support specialist to assist with treasury management onboarding, client service, and account maintenance. You will coordinate documentation, participate in trainings, and support portfolio growth for commercial customers.

The role emphasizes accuracy, strong communication, and teamwork, with opportunities to learn treasury products and contribute to client satisfaction in a dynamic financial services environment.