Treasury Management Specialist

Overview

This role supports the implementation, servicing, and ongoing maintenance of commercial Treasury Management and Business Online Banking client relationships. The position ensures products and services are established accurately and efficiently in accordance with customer authorization, bank approvals, operational procedures, and internal controls.

Responsibilities

Client Implementation & System Administration

• Implement and maintain Treasury Management and Business Online Banking relationships for new and existing commercial clients.
• Establish and maintain client profiles, companies, accounts, users, roles, entitlements, transaction limits, and payment services within applicable banking systems.
• Perform customer and account-level maintenance in Jack Henry systems.
• Support ACH origination, domestic and international wires, Positive Pay, Remote Deposit Capture, Mobile Deposit, Business Bill Pay, and dual-control services.

Documentation, Authorization & Quality Control

• Review enrollment and maintenance documentation for completeness, accuracy, authorization, approved services, accounts, limits, users, and entitlements.
• Complete quality-control reviews to confirm system setups match approved customer documentation and bank approvals.
• Identify and resolve incomplete documentation, conflicting instructions, or system discrepancies before services are implemented or changed.

Client & Partner Support

• Troubleshoot client access, entitlement, payment, and system-related issues; take ownership through resolution.
• Partner with clients, bankers, branch personnel, internal operations teams, and third-party vendors to resolve Treasury Management issues.
• Escalate system issues to Jack Henry or other vendors when appropriate and assist clients and internal partners with product and system questions.

Controls, Documentation & Process Improvement

• Maintain accurate records of implementations, maintenance requests, approvals, and completed system changes.
• Follow established dual-control, information security, risk management, and operational procedures.
• Maintain procedures, job aids, and checklists; participate in initiatives that improve efficiency, accuracy, controls, and the client experience.

Team Support

• Provide backup and support to other members of the Treasury Management team as business needs require.
• Manage competing implementations, maintenance requests, and service issues while contributing effectively in a collaborative environment.

Requirements

• Minimum one year of hands-on Jack Henry banking system experience required.
• Minimum five years of experience in Treasury Management, business banking, electronic banking, deposit operations, or a related banking operations environment preferred.
• Working knowledge of ACH, wires, Positive Pay, Remote Deposit Capture, commercial online banking, user access, permissions, transaction limits, and dual-control concepts.
• Experience with banking-system setup, maintenance, client implementation, and translating approved documentation into accurate system configurations.
• Strong analytical, organizational, problem-solving, client-service, written communication, and verbal communication skills.
• AAP, CTP, or related certification is a plus.
• Detail-oriented approach with ownership from documented intake through accurate completion.
• Ability to manage multiple implementations and service issues while maintaining accurate documentation and clear priorities.
• Ability to communicate clearly and professionally with commercial clients, bankers, branch personnel, internal operations teams, and third-party vendors.
• Working knowledge of NACHA requirements is preferred.

Preferred Qualifications

• SilverLake and/or Jack Henry Treasury Management experience strongly preferred.
• Familiarity with Treasury Management Back Office v2 and Jack Henry digital banking solutions strongly valued.
• Demonstrated understanding of commercial payment services and controls.

Compensation & Benefits

Compensation

• In addition to base salary, this position may be eligible for an annual bonus, incentives, and equity.
• Actual compensation is based on industry salary ranges, internal salary structures, experience, skills, and other job-related factors.

Benefits (Eligibility may vary by employment status)

• Health coverage: 100% employer-paid for employees; employer contribution for dependents.
• Medical, Dental & Vision Insurance.
• Health Savings Account (HSA).
• Free Telemedicine access via Teladoc.
• Financial Wellness & Wealth Building.
• 401(k) with 6% Employer Match — 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 (EVs).
• Referral incentives.
• Paid time off: 2–4 weeks of vacation based on officer level plus additional tenure-based time.
• 64 hours of paid sick time for all full-time employees.

Protection & Peace of Mind

• Company-paid life insurance.
• Short- and long-term disability insurance.
• Voluntary life, accident & critical illness coverage.
• Employee Assistance Program (EAP) with free counseling, legal, and financial services.

Location

• Remote role within the United States; Eastern Standard Hours.
• Occasional U.S. travel for company events or leadership sessions.

Additional Requirements / Notes

• Tobacco-free employer: all employees must affirm to be non-smokers or affirm commitment to cessation within 90-days of offer acceptance.
• Physical demands: sustained standing and sitting, frequent communication (speaking and listening) and use of PC (including typing or sustained attention to monitor); occasional lifting up to 20 lbs.
• Adoption of a commitment to environmental, social, economic, and racial justice.
• Stay informed of applicable regulatory requirements and complete mandatory compliance and IT training.
• Question suspicious activity and collaborate with the appropriate department(s) to help prevent fraudulent activity.
• No visa sponsorship; candidates must have valid work authorization.

Hiring Process

• Applications must be submitted through the official application link. Resumes sent via other channels may be delayed or bypassed.
• Processing times may vary.
• Selected candidates will be contacted by the hiring team.
• Process includes cognitive and personality assessments, an application form spanning education and work history, 3 conversation stages with key team members, credit and background checks before the final interview, and a final reference chat with former mentors and managers of the candidate’s choice.

Equal Opportunity / E-Verify

• Equal Opportunity Employer/Disability/Veterans.
• This employer participates in E-Verify and will provide federal government with your Form I-9 information to confirm authorization to work in the U.S.