
Treasury Management Onboarding Specialist
Cincinnati, OHJobSeen 6 days agoSeen in employer's feed 2 days ago
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Job overview
The Treasury Management Onboarding Specialist supports commercial clients through onboarding, implementation, and training for treasury management services. The role serves as the first point of contact for onboarding and implementation support, collaborating with Treasury Management Advisors, Relationship Managers, and clients. It also provides problem resolution, implementation quality assurance, and project-based support during product updates.
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Full job description
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. As a member of the Treasury Management ("TM") Onboarding Team, this individual will collaborate with Treasury Management Advisors, Relationship Managers and our clients to provide a direct support function to onboard and train clients with treasury management services. The TM Onboarding Specialist will act as the "first point of contact" for all onboarding and implementation support. Essential Functions/Responsibilities * Onboard and support all TM services, including documentation, implementation, maintenance, updates, compliance, and risk reviews. * Act as the first point of contact to high - value commercial clients for problem resolution. * Complete quality assurance on all implementations. * Adhere to all Enterprise Risk Management policies and procedures. * Remain current on products, services, policies and procedures for TM. * Provide training to all commercial clients who utilize TM products and services. * Cross-train on all TM Onboarding functionality; providing backup to other areas of the organization as needed. * Provide project-based support for commercial clients during product updates as needed. Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job * Bachelor's Degree or similar work experience with 5 or more years of commercial banking support or TM support experience. * Demonstrated service-oriented skill set * Strong analytical skills * Excellent verbal and written communication skills. * Strong working knowledge of Microsoft Excel, Word, and PowerPoint. Preferred Knowledge and Skills * Experience with client presentations * Experience with training others on digitally based TM solutions Level of Complexity and Scope * Detail oriented and organizational skills to establish and manage multiple client priorities. * Ability to establish and manage expectations for clients and internal partners. Degree of Independence and Decision-Making * Must be self-motivated and ability to work independently. Required Supervisory Responsibilities * No supervisory responsibilities. Physical Requirements * Prolonged periods of deskwork. * Frequent use of computer, keyboard, phone and office equipment. * Occasionally lifting and carrying light objects, typically up to 10-15 pounds. * Occasionally reaching for items on shelves or in drawers. * Clear and effective communication in person and over the phone. * Ability to move within an office environment. Compliance Statement The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. Development and Training Bene
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