Treasury Management Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Implement and oversee Treasury Management and Business Online Banking relationships for both new and existing commercial clients.

• Establish and manage client profiles, including companies, accounts, users, roles, entitlements, transaction limits, and payment services within relevant banking systems.

• Conduct customer and account-level maintenance in Jack Henry systems.

• Provide support for ACH origination, domestic and international wires, Positive Pay, Remote Deposit Capture, Mobile Deposit, Business Bill Pay, and dual-control services.

• Review enrollment and maintenance documentation to ensure completeness, accuracy, authorization, approved services, accounts, limits, users, and entitlements.

• Conduct quality-control reviews to verify that system setups align with approved customer documentation and bank approvals.

• Identify and resolve issues related to incomplete documentation, conflicting instructions, and system discrepancies.

• Troubleshoot client access, entitlement, payment, and system-related issues until resolution.

• Collaborate with clients, bankers, branch personnel, internal operations teams, and third-party vendors.

• Escalate system issues to Jack Henry or other vendors and assist with product and system inquiries.

• Maintain accurate records of implementations, maintenance requests, approvals, and completed system changes.

• Adhere to dual-control, information security, risk management, and operational procedures.

• Keep procedures, job aids, and checklists updated.

• Participate in initiatives aimed at enhancing efficiency, accuracy, controls, and client experience.

• Provide backup and support to Treasury Management team members.

• Manage competing implementations, maintenance requests, and service issues effectively.

• Complete compliance and IT training and support fraud prevention efforts.

• Engage in cognitive and personality assessments, application reviews, conversation stages, credit and background checks, and reference discussions.

⛳️ Requirements

• A minimum of one year of hands-on experience with the Jack Henry banking system is required.

• At least five years of experience in Treasury Management, business banking, electronic banking, deposit operations, or a similar banking operations environment is preferred.

• Proficient understanding of ACH, wires, Positive Pay, Remote Deposit Capture, commercial online banking, user access, permissions, transaction limits, and dual-control concepts.

• Experience in banking-system setup, maintenance, client implementation, and converting approved documentation into precise system configurations.

• Strong analytical, organizational, problem-solving, client-service, written communication, and verbal communication skills are essential.

• AAP, CTP, or a related certification is advantageous.

• Experience with SilverLake and/or Jack Henry Treasury Management is strongly preferred.

• Familiarity with NACHA requirements is preferred.

• Strongly valued familiarity with SilverLake, Jack Henry Treasury Management, Treasury Management Back Office v2, and Jack Henry digital banking solutions.

• A commitment to environmental, social, economic, and racial justice is essential.

• Must stay updated on applicable regulatory requirements and complete mandatory compliance and IT training.

• Must pursue and demonstrate understanding of Bank policies, procedures, and regulations.

• Must confirm being a non-smoker or commit to cessation within 90 days of accepting the offer.

• Ability to perform sustained standing and sitting, frequent speaking and listening, PC use and typing, sustained monitor attention, and occasional lifting of up to 20 lbs.

• Valid U.S. work authorization is required; visa sponsorship is not available.

🏝️ Benefits

• Annual bonus, incentives, and equity may be available.

• 100% employer-paid health coverage for employees; employer contribution for dependents.

• Medical, dental, and vision insurance.

• Health Savings Account (HSA).

• Free Teladoc telemedicine access.

• 401(k) with a 6% employer match and no vesting period.

• Employee stock options.

• Exclusive employee banking perks.

• 0% financing for employee solar loans.

• Employee-only mortgage product with exclusive interest rates and terms.

• 0% financing for eligible electric vehicles.

• Referral incentives.

• 2–4 weeks of vacation plus additional tenure-based time.

• 64 hours of paid sick time for full-time employees.

• Company-paid life insurance.

• Short- and long-term disability insurance.

• Voluntary life, accident, and critical illness coverage.

• Employee Assistance Program offering free counseling, legal, and financial services.

• Remote work opportunities available within the United States.

• Occasional U.S. travel for company events or leadership sessions.