Treasury Onboarding & Support Specialist

pinnbank; Fort Collins (CO); On-site; USD 37,000 - 44,000; Full time

Benefits offered by this job

8 paid holidays

PTO 17 days per year

Health and dental insurance

Job summary

Pinnbank is seeking a Treasury Management Admin Specialist to support onboarding and troubleshooting for business clients using online banking services. You will help ensure smooth implementation of treasury products, accurate data input, and excellent customer service across the onboarding lifecycle.

Responsibilities include data entry into treasury systems, training clients on online banking features, and assisting Treasury Management Officers with cross-selling messages and client proposals

Qualifications

• High School diploma or equivalent experience in banking.
• Previous experience with computer software and bookkeeping preferred.

Responsibilities

• Assist in onboarding business clients on online banking platforms, ACH, wires, remote deposit capture, and fraud prevention tools.
• Provide troubleshooting for technical issues related to online banking, security tokens, and file transmissions.
• Coordinate with internal teams (E-banking, Operations) to resolve client issues promptly.
• Accurately enter client and product setup information into treasury systems.
• Maintain detailed records of onboarding activities, service requests, and compliance documentation.
• Respond to client inquiries via phone and email with professionalism and clarity.
• Provide training and guidance on treasury services and online banking features.
• Support Treasury Management Officers in cross-selling and upselling treasury products.
• Assist with preparation of proposals, RFPs and client presentations as needed.
• Ensure adherence to BSA, KYC, and internal audit requirements during onboarding and maintenance processes.

Skills

Treasury management

Bank operations

Microsoft Office

Attention to detail

Communication skills

Education

High School diploma or equivalent

Bookkeeping experience (preferred)

Tools

Word

Spreadsheets

Databases

Job description

Pinnbank is seeking a Treasury Management Admin Specialist to support onboarding and troubleshooting for business clients using online banking services. You will help ensure smooth implementation of treasury products, accurate data input, and excellent customer service across the onboarding lifecycle.

Responsibilities include data entry into treasury systems, training clients on online banking features, and assisting Treasury Management Officers with cross-selling messages and client proposals