Treasury Services & Cash Management Expert

Navigant Credit Union; Smithfield (RI); On-site; USD 52,000 - 70,000; Full time

Job summary

Navigant Credit Union in Rhode Island is seeking a Treasury Services Specialist to deliver a broad range of account-opening, maintenance, and Cash Management services to members and business clients. You will support account analysis, sweeps, rate maintenance, and service requests with accuracy and efficiency, while upholding regulatory controls and strong customer service.

Collaborating with Commercial Lending and Support teams, you will help ensure smooth operations and positive member

Qualifications

• Two years of experience in member service or a related financial institution role.
• Knowledge of documentation standards, policies, procedures, and regulations.
• Familiarity with Cash Management products and services is preferred.

Responsibilities

• Provide prompt, professional service through in-person, phone, mail, email, and online channels.
• Open and service business and personal accounts; gather documentation and prepare opening forms and Cash Management agreements for signature.
• Process account maintenance including signer changes, ownership updates, and transfers.
• Adhere to applicable regulations, procedures, documentation standards, security requirements, and internal controls, including BSA requirements.
• Support daily account analysis administration, including pricing, billing reviews, and exception research under supervision.
• Assist with sweep setup, maintenance, and member support; monitor requests to completion.
• Perform rate maintenance for designated accounts and ensure supporting documentation.
• Maintain working knowledge of Cash Management products and services to address member inquiries and upsell solutions.
• Monitors department service requests and coordinates with members and internal departments to complete them accurately.

Skills

Member service

Account servicing

Regulatory compliance

Cash management knowledge

Microsoft Office

Education

High school diploma

Associate degree preferred

Tools

Microsoft Office Suite

Job description

Navigant Credit Union in Rhode Island is seeking a Treasury Services Specialist to deliver a broad range of account-opening, maintenance, and Cash Management services to members and business clients. You will support account analysis, sweeps, rate maintenance, and service requests with accuracy and efficiency, while upholding regulatory controls and strong customer service.

Collaborating with Commercial Lending and Support teams, you will help ensure smooth operations and positive member