Description
Title: Treasury Management Onboarding and Program Specialist
Reports to: Vice President Commercial Services
Supervises: None
Status: Exempt
Objective
The Treasury Management Onboarding and Program Specialist is a critical role responsible for supporting the sales, onboarding and servicing of treasury management products for commercial clients. This role ensures operational efficiency, client satisfaction, and strategic alignment between sales goals and service delivery acting as a key liaison between relationship managers, treasury sales specialists, operations, and clients to ensure seamless execution of treasury solutions.
Duties and Responsibilities
- Develops, implements, and maintains comprehensive policies and procedures for Treasury Management onboarding, servicing, and support functions
- Ensures timely and accurate onboarding and servicing of clients, maintaining high levels of client satisfaction; support educating clients on product functionality, usage, and best practices through virtual or in-person training sessions
- Provides post-sale support and ongoing consultation to optimize client satisfaction and product utilization
- Serves as a subject matter expert on treasury products including ACH, wire transfers, remote deposit capture, fraud prevention tools, and liquidity management
- Trains new hires and partner sales teams on products/services and identifying/referring Treasury Management opportunities
- Oversees the tracking, management, and reporting of Treasury Management referrals from internal partners; ensure timely follow-up, accurate documentation, and conversion tracking to support sales effectiveness and pipeline visibility
- Collaborates with Treasury Management Sales Specialists to develop customized solutions and proposals for clients
- Identifies and leads continuous improvement efforts; partnering with internal departments (Operations, Compliance, IT, Risk) to resolve issues and improve processes
- Maintains a deep understanding of treasury products, industry trends, and regulatory requirements
- Develops and maintain documentation, training materials, and process workflows to support team efficiency
- Analyzes service metrics and client feedback to identify areas for improvement
- Supports strategic initiatives and contribute to product development and enhancement discussions
- Assists in other areas as directed by Credit Union management
- Develops an understanding of credit union history, philosophy, organization, policies, and operational procedures
- On a self-directed basis, continues to improve individual level of competency through training and certification on established educational programs
- Relates to others beyond giving and receiving instructions:
Required Qualifications
- Bachelor's degree in Business, Finance, or related field required
- 2+ years of experience in treasury management, banking operations, or commercial client services
- Strong knowledge of treasury products and banking systems
- Excellent communication, leadership, and problem-solving skills
- Ability to manage multiple priorities and work cross-functionally
- Proficiency in Microsoft Office Suite and CRM platforms
Preferred Skills
- Experience with treasury platforms and onboarding tools
- Familiarity with banking regulations (e.g., NACHA, Reg E, BSA/AML)
- Proven ability to drive process improvements and enhance client experience
- Strong analytical skills and attention to detail
Physical Demands
The physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions.
The employee is regularly required to sit, use their hands, reach with their arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment.
- Travel in market required as needed for client meetings, training, or team collaboration
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