Treasury Payments Specialist: Client Onboarding & Services

Five Star Bank; Roseville (CA); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

Five Star Bank is seeking a Treasury Payments Specialist to provide operational and customer support for treasury payment products, including merchant services and corporate cards. You will collaborate with Treasury Sales Officers, Operations, and branches to implement, maintain, and service these products.

Ideal candidates have a bachelor’s degree in accounting/finance and 1–3 years in banking, payments, or related fields. Travel to client sites is expected as needed.

Formación

• Bachelor’s degree in accounting, finance, or equivalent experience preferred.
• 1–3 years of banking, customer service, operations, accounting, treasury management, payments, or related experience preferred.
• Experience supporting electronic banking, payment services, deposit operations, or customer service functions is a plus.

Responsabilidades

• Assist with onboarding, setup, maintenance, and servicing of merchant services and corporate cards.
• Support customer implementation activities, including gathering required documentation and coordinating account setup with internal departments.
• Provide support for terminal installation and setup on an as-needed basis.
• Research and resolve payment-related issues, customer requests, and service inquiries in a timely manner.
• Process routine maintenance requests and updates for treasury-related products and services.
• Assist with monthly residual income reports for bank profitability and merchant activity optimization.
• Travel to client sites as needed.
• Other duties as assigned.

Conocimientos

Banking operations

Customer service

Treasury/payments knowledge

Electronic banking

Educación

Bachelor’s degree in accounting or finance

Descripción del empleo

Five Star Bank is seeking a Treasury Payments Specialist to provide operational and customer support for treasury payment products, including merchant services and corporate cards. You will collaborate with Treasury Sales Officers, Operations, and branches to implement, maintain, and service these products.

Ideal candidates have a bachelor’s degree in accounting/finance and 1–3 years in banking, payments, or related fields. Travel to client sites is expected as needed.