Treasury Ops Specialist: Client Support & Digital Banking

Sunwest Bank; Meridian (ID); On-site; USD 65,000 - 80,000; Full time

Job summary

Sunwest Bank in Meridian, Idaho is seeking a Treasury Operations Specialist to provide comprehensive support for the bank’s treasury and online banking services.

You will handle client inquiries, ensure secure processing of online banking activities, monitor risk, perform data analyses for audits, and coordinate with IT, operations, and vendors to resolve issues while upholding policy and regulatory requirements.

Qualifications

• Two years minimum experience in banking operations or support.
• Strong troubleshooting and issue-resolution skills.
• Familiar with business banking accounts and payment processing.
• Excellent written and verbal communication.

Responsibilities

• Deliver exceptional client service via phone or email and resolve inquiries.
• Execute banking operations tasks and escalate issues as needed.
• Track inquiries in the ticketing system and ensure service levels.
• Provide support for online banking products like ACH, Remote/Mobile Deposit, and wires.
• Coordinate with vendors and internal teams to resolve client issues.
• Monitor for fraud and security issues and advise clients.
• Assist with client onboarding and servicing treasury needs.
• Maintain procedures and documentation for efficient processes.

Skills

Banking operations

Microsoft Office

Digital banking

Troubleshooting

Communication

Tools

Fiserv core

Job description

Sunwest Bank in Meridian, Idaho is seeking a Treasury Operations Specialist to provide comprehensive support for the bank’s treasury and online banking services.

You will handle client inquiries, ensure secure processing of online banking activities, monitor risk, perform data analyses for audits, and coordinate with IT, operations, and vendors to resolve issues while upholding policy and regulatory requirements.