Financial Additions is searching for a Treasury Operations Associate for a remote, temp-to-hire position at a nation-wide bank. Must have excellent client support skills and a solid knowledge of treasury products and services used by commercial clients. Applicant must reside in the United States and have full authorization to work here.
Responsibilites include:
• Plan and execute setups in multiple systems for all commercial Treasury services (Online Banking, Wires, ACH, Positive Pay, etc.)
• Review and validate all commercial client documentation and agreements prior to set-up.
• Partner with IT/Security teams on implementations for commercial client onboarding.
• Train clients on all treasury services.
• Maintain audit-ready notes and adhere to compliance requirements.
• Track onboarding progress and report on turnaround times, quality metrics, and backlog status.
Qualifications include:
• 2-5 years at a bank with Treasury Management Operations or Commercial client interfacing role
• Experience with ACH, Wires, Positive Pay, and Remote Deposit Capture setup and training
• CRM experience for tracking tickets/workflow
• Familiarity with treasury admin systems such as Fiserv, Q2, Salesforce or comparable platforms.
• Working knowledge of NACHA requirements.
• Strong organizational skillset with attention to detail
• Excellent communicator with the ability to simplify technical training.
• Degreed or some college a plus
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