Treasury Management Onboarding Specialist

Park Avenue Group a division of Angott Search Group is partnering with a $1.5B South Florida Bank in the search for a Treasury Management Onboarding Specialist.

This role serves as the key connection between business clients treasury sales and internal teams ensuring a smooth and accurate implementation of cash management services.

Responsibilities:

• Configure and implement treasury products including ACH positive pay remote deposit capture and wire services.
• Guide clients through implementation and provide training on online banking and reporting tools.
• Collect required documentation and ensure implementations meet compliance and risk standards.
• Communicate implementation status with Relationship Managers and Treasury Advisors.
• Troubleshoot technical and operational issues during and after implementation.
• Ensure products are configured accurately to meet client needs and service expectations.

Qualifications:

• Experience with treasury management cash management banking operations or a related field.
• Understanding of ACH wires online banking and other treasury products.
• Strong client service and communication skills.
• Detail-oriented with strong organizational and problem-solving abilities.
• Ability to coordinate effectively across sales operations and technical teams.
• Knowledge of banking compliance and risk management practices preferred.

Required Experience:

IC