Treasury Operations & Onboarding Specialist

Investar Bank, National Association

Denham Springs (LA)

On-site

USD 50,000 - 70,000

Full time

5 days ago
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Job summary

Investar Bank, National Association seeks a Treasury Operations professional to onboard Treasury Management customers and provide ongoing support across ACH, wires, and online banking platforms. The role includes reviewing agreements, balancing ledgers, and ensuring regulatory compliance.

The candidate should bring extensive bank operations experience, strong communication, and meticulous attention to detail to support daily transactional processing and customer service excellence.

Qualifications

  • 5+ years of experience in bank operations.
  • High School diploma or equivalent.
  • Associate's degree preferred.

Responsibilities

  • Onboards 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, agreement verifications, and modifications as necessary.
  • Provides ACH support and online banking origination support.
  • Performs account corrections with the Federal Reserve and reports abandoned funds as required.
  • Assists online banking customers with password resets and general online banking questions.
  • Balances ACH General Ledgers, RDC, and Mobile Deposits daily.
  • Processes and monitors ACH transactions.
  • Supports ACH and Check Positive Pay customers.
  • Assists with domestic and international wire setup for customers.
  • Processes Lockbox deposits and reporting.
  • Ensures compliance with laws, regulations, policies, and guidelines.
  • Performs all other duties as assigned.

Skills

CRA knowledge
BSA knowledge
FCRA knowledge
Interpersonal skills
Strong communication
Organizational skills
Problem solving

Education

High School diploma
Associate's degree preferred

Job description

Investar Bank, National Association seeks a Treasury Operations professional to onboard Treasury Management customers and provide ongoing support across ACH, wires, and online banking platforms. The role includes reviewing agreements, balancing ledgers, and ensuring regulatory compliance.

The candidate should bring extensive bank operations experience, strong communication, and meticulous attention to detail to support daily transactional processing and customer service excellence.

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