Treasury Onboarding & Implementation Specialist

bankatfirst; Cincinnati (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

First Financial Bank is seeking a TM Onboarding Specialist to onboard and train clients on treasury management services. You will coordinate with Treasury Management Advisors, Relationship Managers, and clients, acting as the initial point of contact for onboarding and implementation support.

Responsibilities include documentation, implementation, QA, cross-training, and providing project-based support during product updates.

Qualifications

• Bachelor's Degree or equivalent work experience with 5+ years in commercial banking support or TM support.
• Demonstrated service-oriented skill set and strong analytical abilities.
• Excellent verbal and written communication skills; proficient at presenting and training clients.

Responsibilities

• Onboard and support all TM services, including documentation, implementation, maintenance, updates, compliance, and risk reviews.
• Serve as the first point of contact for high-value commercial clients to resolve issues.
• Perform QA on implementations and ensure adherence to risk policies.

Skills

Service-oriented

Analytical skills

Verbal and written communication

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Education

Bachelor's degree or equivalent

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

First Financial Bank is seeking a TM Onboarding Specialist to onboard and train clients on treasury management services. You will coordinate with Treasury Management Advisors, Relationship Managers, and clients, acting as the initial point of contact for onboarding and implementation support.

Responsibilities include documentation, implementation, QA, cross-training, and providing project-based support during product updates.