Treasury Management Client Success Specialist

Treasury Management Client Success Specialist

Highlights:

Location: Phoenix AZ
Position Type: Direct hire
Hourly / Salary: based on experience
Residency Status: US Citizen
Location Type: On-site (Phoenix AZ)

Our client is looking for a Treasury Management Client Success Specialist to join their team!

POSITION SUMMARY

A fast-growing financial institution is seeking a driven and detail-oriented Treasury Management Client Success Specialist to join their Phoenix HQ team onsite. This role is ideal for a high-performing deposit or treasury management professional eager to grow in a client-centric results-driven environment.

KEY RESPONSIBILITES

1. Client Onboarding

• Open accounts for business and consumer clients; conduct full KYC and extended due diligence.
• Coordinate onboarding for clients with digital and treasury management needs.
• Ensure deadlines and service-level timelines are met for product setups and implementations.
• Conduct needs assessments and tailor solutions accordingly.
• Collaborate with internal teams to gather documentation and information.
• Set up client training and testing for advanced services like ACH and Positive Pay.

2. System Implementation

• Configure and set up treasury management products with core vendors.
• Troubleshoot technical issues and ensure feature access.
• Activate digital solutions per client requests and regulatory standards.
• Implement services such as online banking ACH wire RDC Positive Pay and liquidity solutions.

3. Product Expertise

• Develop deep knowledge of treasury management products.
• Guide clients on features functionalities and best practices.
• Support new product implementation and testing.

4. Training and Support

• Conduct virtual or in-person training sessions.
• Serve as the client s point of contact during onboarding.
• Assist with RDC setup and scanner functionality.

5. Compliance and Risk Management

• Ensure onboarding adheres to regulatory and internal policies.
• Collaborate with compliance teams for due diligence and documentation.

6. Documentation and Reporting

• Maintain accurate records of client interactions and system configurations.
• Generate reports on onboarding activities and identify improvement areas.
• Build ad hoc reports to support product and deposit growth.

7. Continuous Improvement

• Stay informed on industry trends regulations and technology.
• Identify opportunities to enhance onboarding processes.

QUALIFICATIONS

Knowledge Skills & Abilities:

• Strong understanding of deposit and treasury management products services and industry best practices.
• Excellent communication and interpersonal skills.
• Detail-oriented with the ability to manage multiple tasks simultaneously.
• Technical proficiency and the ability to troubleshoot basic technical issues.
• Knowledge of regulatory compliance related to treasury management.
• Customer-focused mindset with a commitment to delivering exceptional service.

Education and Experience:

• Bachelor s degree in accounting business or finance preferred.
• 2 years in experience in deposit services and/or treasury management at a financial institution.
• Preferred 2 years experience with FIS core banking system.

Environment and Physical Demands:

• Ability to lift a minimum of 20lbs. (e.g. file boxes).
• Must be able to sit stand bend and stoop.
• Sitting/Standing for 90% of the time.
• Requires ability to use keyboard up to 8 hours.
• Travel may be required.

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