Treasury Operations & Onboarding Specialist

Paycom - ATS; Hilton Head Island (SC); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

401(k) & Company Match

Dental Insurance

Medical Insurance

Vision Insurance

Life Insurance

AD&D insurance

Flexible Spending Account

Health Savings Account

Paid Time Off

Paid Federal Holidays

Paid Family Medical Leave

Employee Assistance Program

Job summary

Coastal States Bank is seeking a Treasury Management Support Specialist to provide operational, onboarding, and servicing support for Treasury Management and Commercial Deposit products in the Lowcountry Region. The role emphasizes client service, accurate setup, and compliance rather than direct sales.

Travel across the Lowcountry is required; strong collaboration with Commercial/Private bankers and branches ensures seamless service delivery.

Qualifications

• High school diploma or equivalent required; two to five years in Treasury Management Support or Commercial Banking Support preferred.
• Proficient with Excel, Word, PowerPoint and related bank software.

Responsibilities

• Assist with implementation, onboarding, and servicing of Treasury Management products and services.
• Coordinate client onboarding, documentation collection, system setup, and training for Online Business Banking.
• Provide high-quality service to internal partners and clients; resolve issues and maintain records for compliance.
• Support deployment and maintenance of Treasury Management solutions across the Lowcountry region.
• Assist bankers with proposals, pricing requests, and product documentation as needed.
• Maintain knowledge of Treasury Management products, digital banking services, and internal processes.

Skills

Excel

Word

PowerPoint

Attention to detail

Customer service

Communication

Education

High school diploma or equivalent

Associate’s or Bachelor’s degree in Marketing/Business/Accounting

Tools

Fiserv

Bank systems (TM)

Job description

Coastal States Bank is seeking a Treasury Management Support Specialist to provide operational, onboarding, and servicing support for Treasury Management and Commercial Deposit products in the Lowcountry Region. The role emphasizes client service, accurate setup, and compliance rather than direct sales.

Travel across the Lowcountry is required; strong collaboration with Commercial/Private bankers and branches ensures seamless service delivery.