Treasury Management Support Specialist

Job description:

Position Summary:

The Treasury Management Support Manager plays a key role in supporting the Treasury Management Officer by managing client relationships, overseeing technical implementations, and driving sales to grow the Bank’s Treasury Management portfolio. This position combines operational oversight with consultative sales support, ensuring high-quality service delivery and client satisfaction. The role is customer-facing, supporting client relationships with a hands-on approach, and includes travel for on-site client support, training, and troubleshooting.

Essential Duties & Responsibilities:

• Client Relationship Management: Serve as a primary point of contact for Treasury Management clients, managing onboarding, technical setup, and ongoing support. Build and maintain strong relationships to deepen client engagement and satisfaction.

• Product Expertise & Implementation: Act as a subject matter expert for Treasury Management products including ACH Origination, Remote Deposit Capture, Online Wire Transfers, Positive Pay, Merchant Services, Sweep Accounts, and Commercial Online Banking. Lead client training and troubleshooting efforts.

• Sales Support & Business Development: Partner with the Treasury Management Officer to identify and pursue new business opportunities. Support consultative selling efforts by understanding client needs and recommending appropriate Treasury solutions.

• Portfolio Management & Risk Oversight: Monitor client usage and performance of Treasury products. Identify and mitigate operational, regulatory, and reputational risks. Ensure compliance with internal policies and external regulations.

• Cross-Functional Collaboration: Work closely with Deposit Operations, IT, Compliance, and other departments to ensure seamless service delivery and issue resolution. Maintain open communication and foster a collaborative team environment.

• Reporting & Analytics: Utilize CRM and reporting tools to track client activity, identify trends, and support strategic decision-making. Provide insights to improve product positioning and client outcomes.

• Process Improvement & Leadership: Recommend and implement process improvements to enhance efficiency and client experience. May supervise or mentor junior staff as the team grows.

• Compliance & Ethics: Adhere to all Bank policies, procedures, and regulatory requirements including BSA/AML. Maintain confidentiality and integrity of client and Bank data. Attend required compliance and risk training sessions.

Qualifications:

• Bachelor’s degree in Business, Finance, or related field preferred; equivalent experience considered.

• Minimum 2–3 years of experience in Treasury Management, Banking Operations, or Client Relationship Management.

• Strong understanding of Treasury Management products and services.

• Proven ability to manage client relationships and drive business results.

Skills & Competencies:

• Excellent interpersonal and communication skills, with ability to present to clients and internal stakeholders.

• Strong organizational and time management skills.

• Proficiency in Microsoft Office Suite, especially Excel and Word; familiarity with banking systems and file formats (ACH, Positive Pay, etc.).

• Analytical mindset with attention to detail and problem-solving ability.

• Ability to travel locally for client meetings and installations.