Treasury Management Associate

· Assist Treasury Management Officers in preparing proposals, presentations, and documentation for prospective and existing clients.

· Support client onboarding by coordinating implementation of treasury products such as online banking, ACH services, wire transfers, remote deposit capture, positive pay, and lockbox services.

· Serve as a primary contact for day-to-day treasury product inquiries, troubleshooting, and issue resolution.

· Track and monitor implementation timelines to ensure accurate and timely delivery of services and products.

· Maintain and update client information and service records in CRM and banking systems.

· Conduct product training and education for clients and internal staff as needed.

· Collaborate with operations, IT, and product teams to ensure client needs are met and service delivery meets established standards.

· Assist in identifying cross-sell opportunities and work with the treasury and relationship teams to grow client relationships.

· Ensure compliance with internal procedures, banking regulations, and risk management protocols.

· Prepare reports and dashboards on service usage, implementation progress, and client feedback for management review.

· Conducts daily operation in accordance with the laws, regulation, policies, procedure, and expectations of the Bank. Compliance will be recognized as part of the period performance review; noncompliance may result in disciplinary action, up to and including termination of employment.

· Bachelor’s degree in Finance, Business Administration, Accounting, or a related field preferred; equivalent experience may be considered.

· 2–4 years of experience in treasury services, commercial banking, or customer service within a financial institution.

· Familiarity with treasury products and services, banking operations, and client onboarding processes.

· Strong organizational, problem-solving, and time management skills.

· Excellent verbal and written communication skills, with a focus on client service.

· Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint); experience with banking systems and CRM tools (e.g., Salesforce) is a plus.