Treasury Operations Specialist

Financial Additions, Inc.; Frisco (TX); Remote; USD 41,000 - 69,000; Full time

Job summary

Financial Additions is seeking an experienced Treasury Operations Specialist for a 5+ month REMOTE contract based in the United States. The role focuses on implementing Treasury Management services for new customers and acting as the primary liaison between customers and internal teams.

The ideal candidate has 4–6 years in treasury operations or implementation, strong project management, and excellent communication skills, with proficiency in Microsoft Office Suite. U.S. residency required.

Qualifications

• 4-6 years of Treasury Ops/Implementation experience.
• Strong project management, customer service, and organizational skills.
• Ability to adapt to changing conditions and coordinate with customers and internal stakeholders.

Responsibilities

• Coordinate implementation of commercial Treasury Management services for new customers.
• Gather, document, and communicate project requirements and ensure implementation documentation is completed accurately.
• Serve as the primary customer contact and liaison between customers, Treasury Operations, and internal stakeholders throughout implementation.
• Coordinate service onboarding and installation with Treasury Operations.
• Provide customer training, ongoing support, and guidance throughout the implementation process.
• Assist the sales team with due diligence requirements for Remote Deposit and ACH services.

Skills

Project management

Customer service

Organizational skills

Adaptability

Education

Bachelor's degree or equivalent work experience

Tools

Microsoft Office Suite

Job description

Treasury Operations Specialist (BBBH26386) Frisco, Texas

Financial Additions is searching for an experienced Treasury Operations Specialist for a 5+ month REMOTE contract role based in Dallas, TX. All applicants must reside in the U.S.

Responsibilities Include:

• Coordinate implementation of commercial Treasury Management services for new customers.
• Gather, document, and communicate project requirements and ensure all implementation documentation is completed accurately.
• Serve as the primary customer contact and liaison between customers, Treasury Operations, and internal stakeholders throughout implementation.
• Coordinate service onboarding and installation with Treasury Operations.
• Provide customer training, ongoing support, and guidance throughout the implementation process.
• Assist the sales team with due diligence requirements for Remote Deposit and ACH services.
• Maintain regular project updates and ensure implementation milestones and deadlines are met.

Qualifications Include:

• 4-6 years of Treasury Ops/Implementation experience.
• Strong project management, customer service, and organizational skills, with the ability to manage multiple priorities and deadlines.
• Ability to adapt to changing conditions and effectively coordinate with customers and internal stakeholders.
• Proficiency in Microsoft Office Suite.
• Bachelor's degree or equivalent work experience.