Treasury Management Service Specialist I

Huntington National Bank; Charlotte (NC); On-site; USD 33,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Life and disability insurance

Retirement savings plan

Paid leave

Paid holidays

PTO

Job summary

Huntington National Bank is seeking a Treasury Management Service Specialist I to provide onboarding, maintenance, and day-to-day service support for Business Banking clients. The role focuses on executing standard implementations, supporting client adoption, and resolving routing service issues while building skills for progression within Treasury Management.

You will partner with Relationship Managers, Treasury Sales, Operations, and Product teams to deliver accurate implementations and timely

Qualifications

• 1+ years of experience in banking operations, treasury support, or a related client service role.
• 1+ years of account opening experience.

Responsibilities

• Client onboarding and implementation for business banking clients.
• Gather and review documentation to open new customer accounts, ensure compliance.
• Execute onboarding, planning, testing, and go-live readiness for treasury services.
• Coordinate ACH, Positive Pay, BAI reporting, standing transfers, and transmissions.
• Schedule and deliver client training on treasury platforms and workflows.
• Provide first-level support for core treasury management solutions.
• Identify and escalate non-standard or high-risk requests to senior staff.

Skills

Banking operations

Treasury support

Client service

Account opening

Education

Bachelor’s Degree

Job description

Summary

The Treasury Management Service Specialist I provides onboarding, maintenance, and day‑to‑day service support for Business Banking clients. This role supports clients with core to moderately complex treasury needs, is designed as the foundational entry point into the Treasury Management Service Specialist career path, and focuses on executing standard implementations, supporting client adoption, and resolving routing service issues while building the skills required to progress into more complex treasury work. The TM Service Specialist partners with Relationship Managers, Treasury Sales, Operations, and Product teams to deliver accurate implementations, timely service, and a positive client experience.

Description

Summary

The Treasury Management Service Specialist I provides onboarding, maintenance, and day‑to‑day service support for Business Banking clients. This role supports clients with core to moderately complex treasury needs, is designed as the foundational entry point into the Treasury Management Service Specialist career path, and focuses on executing standard implementations, supporting client adoption, and resolving routing service issues while building the skills required to progress into more complex treasury work. The TM Service Specialist partners with Relationship Managers, Treasury Sales, Operations, and Product teams to deliver accurate implementations, timely service, and a positive client experience.

Duties And Responsibilities

• Client Onboarding & Implementation

• Responsible for facilitating the opening of new customer accounts by gathering and reviewing required documentation, ensuring compliance with internal policies and regulatory requirements, and providing accurate and timely service.




• Execute standard treasury onboarding, implementation, and product maintenance for Business Banking and Commercial clients, including planning, quality review, testing, and go‑live readiness.


• Review and validate treasury management agreements and internal onboarding forms to ensure accuracy, completeness, and compliance with policy & procedure and regulatory requirements.


• Coordinate implementation activities, including but not limited to ACH files (CSV and NACHA formats), Positive Pay, BAI reporting, standing transfer orders, and Transmissions


• Schedule, coordinate, and deliver client training on treasury platforms, payment workflows, and foundational fraud‑prevention tools.


• May support checking and savings account opening activities, including identity verification, documentation review, and account setup in compliance with KYC/AML requirements. Ensure accurate data management, effective communication with clients and internal partners, and efficient onboarding that balances risk controls with a positive client experience.




• Product & Service Support




• Serve as first‑level support for core treasury management solutions.


• Research and resolve routine onboarding, maintenance, or servicing issues within established procedures and SLAs.


• Troubleshoot payment exceptions, file errors, entitlement issues, and Positive Pay decisioning.


• Support the full product lifecycle from implementation through service activation, and stabilization.


• Provide clear, timely, and effective verbal and written communication, ensuring productive engagement with clients, cross‑functional partners, and key stakeholders.


• Proactively resolve customer issues while building and maintaining positive client relationships.


• Identify and elevate non‑standard requests, complex issues, or higher‑risk items to TM Service Specialist II or service partners as appropriate.




• Risk Management & Compliance




• Ensure adherence to all bank policies, procedures, and applicable banking laws and regulations related to treasury management services.


• Enforce strong controls around entitlements, segregation of duties, dual approvals, fraud‑prevention tools, and documentation standards.


• Identify, assess, and elevate operational or client risk issues in accordance with policy.


• Ensure implementations and service activities are audit‑ready and properly documented.


• Maintain a high standard of integrity, discretion, and confidentiality when handling sensitive client and bank information.




• Process Improvement & Collaboration




• Maintain accurate onboarding and service documentation, checklists, and case notes.


• Identify basic process gaps or improvements and provide feedback to improve onboarding efficiency and client service quality.


• Partner with Relationship Managers, Treasury Sales, Operations, Risk, and Product teams to deliver coordinated solutions and manage client expectations.




• Performs other duties as assigned.

Basic Qualifications

• Bachelor’s Degree


• 1+ years of experience in banking operations, treasury support, or a related client service role.


• 1+ years of account opening experience

Preferred Qualifications

• Experience supporting Business Banking or Commercial Banking clients.


• Familiarity with NACHA file formats and basic fraud prevention tools.


• Experience with treasury and banking platforms supporting ACH, wires, Positive Pay, remote deposit, BAI reporting, and online banking portals.


• Demonstrated ability to collaborate across functions and contribute to process improvement initiatives in a fast growing specialty business.


• Demonstrated attention to detail and commitment to delivering high‑quality, customer‑focused client service.

Exempt Status

(Yes = not eligible for overtime pay) (No = eligible for overtime pay) No

Workplace Type

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in‑office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full‑time basis.

Compensation Range

24.00 - 44.50 USD Hourly

The compensation range represents the anticipated low and high end of the base compensation range for this position. Actual compensation will vary based on various factors including but not limited to location, experience, and education. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.

In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.