Treasury Management Specialist II

Blue-Sky-Bank; Tulsa (OK); On-site; USD 55,000 - 85,000; Full time

Job summary

Blue Sky Bank is seeking a Treasury Management Specialist II to support commercial deposit and treasury management relationships. You will assist with onboarding, implementation, and ongoing servicing for customers, acting as a liaison between clients and internal bank teams.

The role requires strong customer service, attention to detail, and a sales mindset to help deliver a seamless treasury management experience while collaborating across departments.

Qualifications

• Associate’s degree or equivalent required; Bachelor’s preferred.
• 1–3 years of banking experience, including 9 months–2 years of Treasury Management Services experience.
• Valid driver’s license and reliable transportation.
• Knowledge of banking products, computer systems, and software applications.
• Excellent customer service skills and ability to build client relationships.
• Strong written and verbal communication skills.
• Strong analytical and problem-solving abilities.
• Excellent organizational skills and ability to manage multiple tasks.
• Ability to work independently and in a team.
• High level of professionalism and integrity.

Responsibilities

• Build and maintain professional relationships with commercial clients and prospects using deposit and treasury management services.
• Support prospecting, marketing, selling, and cross-selling treasury management services and commercial deposit accounts.
• Open and maintain commercial deposit accounts (Commercial Analysis, Small Business, etc.).
• Perform treasury management onboarding, implementation, training, and ongoing servicing for customers.
• Prepare treasury management documents and ensure required documents are completed and signed.
• Serve as liaison between customers and internal bank departments to support implementation and resolve issues.
• Provide exceptional customer service via Treasury Management Inbox and TM Support Line.
• Support Mobile and Remote Deposit reviews and limit approvals as needed.
• Process manual domestic and international wire requests.
• Complete account maintenance and closures as requested by Relationship Managers or TM Officers.
• Assist customers with Virtual Vault deposits and other treasury services.
• Assist with treasury management audits, risk assessments, approvals, and related documentation.
• Build strong working relationships with internal partners across departments.
• Adapt between sales/custody and operational tasks.

Skills

Customer service

Analytical thinking

Problem solving

Attention to detail

Communication skills

Organization

Teamwork

Time management

Education

Associate’s degree or equivalent

Bachelor’s degree or equivalent

Tools

Banking software

CRM systems

Treasury management software

Job description

Description

Join Blue Sky Bank's dedicated team as a Treasury Management Specialist II!

At Blue Sky Bank, we help businesses manage their finances efficiently and securely through treasury management solutions and exceptional service. As a Treasury Management Specialist II (TMS II), you will support the growth and servicing of commercial deposit and treasury management relationships while providing hands‑on assistance to both customers and Treasury Management Officers.

This role serves as an important connection between our customers and internal Bank teams, supporting treasury onboarding, implementation, account servicing, and ongoing relationship management. The TMS II combines customer service, operational expertise, attention to detail, and a sales mindset to help deliver a seamless treasury management experience.

Why Blue Sky Bank?

• Benefits – Enjoy a comprehensive benefits package that includes a starting accrual of three weeks of paid time off, a 401(k) plan with employer matching, and medical, dental, and vision insurance. Additional benefits include a Health Savings Account (HSA), Flexible Spending Account (FSA), Dependent Care FSA, voluntary accident and critical illness coverage, and 100% employer-paid short-term disability, long-term disability, and group life/AD&D insurance, as well as optional voluntary life/AD&D coverage.
• Client Impact – Help business customers successfully implement and utilize treasury management services that support their day‑to‑day operations.
• Collaborative Environment – Partner closely with Treasury Management Professionals and teams across Retail, Deposit Operations, Fraud, and Wire Operations.

What You'll Do

• Build and maintain professional relationships with commercial clients and prospects utilizing deposit and treasury management services.
• Support the prospecting, marketing, selling, and cross‑selling of treasury management services and commercial deposit accounts.
• Open and maintain commercial deposit accounts, including Commercial Analysis, Small Business, Canna, Private Reserve, and Money Market accounts.
• Perform treasury management onboarding, implementation, training, and ongoing servicing for new and existing customers.
• Prepare treasury management documentation and ensure required documents are completed, signed, and properly maintained.
• Serve as a liaison between customers, Treasury Management Officers, and internal Bank departments to support implementation and resolve service issues.
• Provide exceptional customer service by responding to requests through the Treasury Management Inbox, Secure Messaging, and TM Support Line.
• Support Mobile and Remote Deposit reviews and limit approvals as needed.
• Process manual domestic and international wire requests.
• Complete account maintenance and closures as requested by Relationship Sales Managers or Treasury Management Officers.
• Assist customers with Virtual Vault deposits and other treasury management services.
• Assist with treasury management audits, risk assessments, approvals, and related documentation.
• Build strong working relationships with Retail, Deposit Operations, Fraud, Wire Operations, and other internal partners.
• Adapt between relationship‑focused sales and customer service responsibilities and detail‑oriented operational tasks.

Requirements

Requirements

• Education: Associate’s degree or equivalent experience required. Bachelor’s degree or equivalent experience preferred.
• Experience: 1–3 years of banking experience, including 9 months–2 years of Treasury Management Services experience.
• Valid driver's license, proof of insurance, qualifying motor vehicle record report, and reliable transportation.
• Knowledge of banking products, computer systems, and software applications.
• Excellent customer service skills with the ability to build and maintain professional client relationships.
• Strong written and verbal communication skills.
• Strong analytical and problem‑solving abilities.
• Exceptional organizational skills with the ability to prioritize and execute multiple tasks and projects simultaneously.
• Ability to work effectively both independently and as part of a collaborative team.
• High level of professionalism, integrity, and attention to detail.
• Strong work ethic with the flexibility and willingness to continuously learn and adapt.
• Ability to exercise appropriate discretion and make sound decisions in challenging or high‑pressure situations.