Treasury Management, Commercial Client Experience Representative

Jobtailor; California (MO); On-site; USD 45,000 - 65,000; Full time

Job summary

Jobtailor is seeking a Banking Operations Specialist to support Commercial Banking clients with account maintenance, onboarding, and transaction processing. The role emphasizes accuracy, timely service, and compliance with ASA/AML policies.

The candidate should have 2+ years of banking experience, strong client service skills, and proficiency in Microsoft Office. Collaboration across teams and attention to detail are essential for success.

Qualifications

• 2+ years of related banking experience in a similar role.
• Experience with KYC-AML policies and ASA/AML.
• Strong client service and relationship management skills.

Responsibilities

• Process account and online banking maintenance, new account documentation, transactions, wires, transaction monitoring, and basic treasury servicing tasks.
• Ensure accuracy, completeness, and timeliness to support onboarding and client experience.
• Complete KYC activities in accordance with ASA/AML policies.
• Respond to routine inquiries from Commercial Banking clients with basic and complex banking products and account structures.
• Provide clear, courteous, service-oriented responses that reinforce sales and relationship team efforts.
• Issue research and escalation analyses client issues and research to respond accordingly; coordinate with other departments as needed.
• Ensure compliance with all regulatory and internal policies.

Skills

Client Service

Communication Skills

Attention to Detail

Organizational Skills

Collaborative Work

Analytical Thinking

Problem-Solving

Education

Associate degree (2 years)

Tools

Microsoft Office

Job description

• Process account and online banking maintenance, new account documentation, transactions, wires, transaction monitoring, and basic treasury servicing tasks.
• Ensure accuracy, completeness, and timeliness to support a smooth onboarding and client experience.
• Complete KYC activities in accordance with ASA/AML policies
• Respond to routine inquiries from a broad range of Commercial Banking clients with both basic and complex banking products and account structures.
• Provide clear, courteous, and service-oriented responses that reinforce sales and relationship team efforts.
• Issue Research and Escalation analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed.
• Ensure compliance with all regulatory and internal policies.

Requirements

• College, Vocational or Associates Degree (2 years or equivalent)
• 2+ Years related banking experience in a similar role
• Banking in a commercial bank environment
• Financial products, services, compliance KYC-AML
• Strong client service and relationship management skills
• Knowledge of treasury management and banking products
• Problem-solving and analytical thinking ability
• Strong verbal and written communication skills
• Attention to detail and operational accuracy
• Time management and organizational skills
• Ability to manage multiple priorities and deadlines
• Risk awareness and compliance discipline
• Ability to work collaboratively across teams
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)

Core Competencies

Demonstrates expertise in banking operations, including KYC compliance, treasury management, and client relationship management. Proficient in ensuring operational accuracy and regulatory compliance while delivering exceptional client service.

Highest-signal resume keywords

• KYC Compliance
• Treasury Management
• Client Relationship Management
• Banking Products Knowledge
• Regulatory Compliance

ATS Optimization Keywords

Hard Skills

• Banking Operations
• Transaction Monitoring
• Account Maintenance
• Financial Products Knowledge
• Analytical Thinking
• Problem-Solving
• Operational Accuracy
• Time Management

Soft Skills

• Client Service
• Communication Skills
• Attention to Detail
• Organizational Skills
• Collaborative Work

Industry Keywords

• Commercial Banking
• ASA/AML Policies
• Risk Awareness
• Client Experience
• Sales Support

Tools & Technologies

• Microsoft Office