Treasury Operations & Onboarding Specialist

Investar Bank National As; Denham Springs (LA); On-site; USD 55,000 - 75,000; Full time

Job summary

Investar Bank National As in Denham Springs, LA is seeking a Treasury Management Operations Specialist to onboard Treasury Management customers, respond to product inquiries, and support online banking services. The role focuses on accurate documentation, agreement review, and timely service delivery to commercial clients.

Responsibilities include ACH processing and support, daily balance of ledgers, RDC and mobile deposits, wire setup, lockbox reporting, and adherence to all applicable laws and

Qualifications

• 5+ years of experience in bank operations.
• High School diploma or equivalent required.
• Associate's degree preferred.
• Knowledge of CRA, BSA, FCRA regulatory requirements.
• Knowledge of bank products and services.
• Familiarity with office procedures and terminology.
• Strong interpersonal and written communication skills.

Responsibilities

• On-boards new Treasury Management Customers and provides onboarding support.
• Reviews Treasury Management Agreements and documentation for accuracy.
• Monitors email and follows up with customers as needed.
• Processes daily requests for documentation, verifications, and exceptions.
• Provides ACH support and online banking origination support.
• Performs account corrections with the Federal Reserve and reports abandoned funds.
• Assists online banking customers with password resets and questions.
• Balances ACH General Ledgers, RDC and Mobile Deposits daily.
• Processes and monitors ACH transactions.

Skills

Customer service

Regulatory knowledge

Administrative procedures

Communication skills

Organizational skills

Education

HS Diploma

Associate degree

Tools

Word processing

Records management

Job description

Investar Bank National As in Denham Springs, LA is seeking a Treasury Management Operations Specialist to onboard Treasury Management customers, respond to product inquiries, and support online banking services. The role focuses on accurate documentation, agreement review, and timely service delivery to commercial clients.

Responsibilities include ACH processing and support, daily balance of ledgers, RDC and mobile deposits, wire setup, lockbox reporting, and adherence to all applicable laws and