Senior Treasury Management Client Onboarding Specialist

• Lead the development and process of customized onboarding plans and timelines for complex client relationships, ensuring full operational readiness by the agreed go-live date.
• Serve as a senior-level subject matter expert on Treasury Management products and services, advising clients and the Treasury Onboarding team on best practices and solution(s) alignment.
• Provide guidance on product capabilities, enhancements, implementation, regulatory considerations, and strategies.
• Maintain proactive, transparent, and strategic communication with clients and internal partners throughout the onboarding lifecycle.
• Deliver client training and ensure a seamless transition to ongoing support teams through a warm handoff process.
• Coordinate with specialized internal departments (e.g., ACH, Lockbox, Wires, Check Services) to ensure timely and accurate implementation of Treasury Management solutions.
• Resolve escalations and ensure alignment with team on client expectations and SLA commitments.
• Lead technical onboarding activities including system configuration, file testing, data mapping, and validation to ensure successful product deployment.
• Collaborate with IT and operations teams to troubleshoot and optimize technical integrations.
• Review and manage Treasury Management agreements, onboarding/offboarding requests, and internal documentation to ensure compliance, accuracy, and secure recordkeeping.
• Partner with leadership to assess regulatory standards and mitigate risk.
• Stay current on industry trends, emerging technologies, and Treasury Management innovations.
• Identify and implement process enhancements that improve efficiency, scalability, and client satisfaction.
• Provide oversight and support for account opening procedures and related documentation ensuring accuracy and adherence to internal policies.
• Perform additional responsibilities as assigned to support departmental goals, strategic initiatives, and client success.

• Associate’s degree in business or related field OR combination of equivalent relevant work experience and high school diploma, GED, or equivalent required.
• Minimum 3 year of Treasury Management experience or 5+ years of progressive experience in financial services or a related field.
• Strong customer service orientation with excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite, Adobe Pro, and other relevant systems.
• Exceptional organizational, analytical, and time management skills.
• Ability to multitask in a fast-paced, deadline-driven environment.
• Self-motivated with a high level of accuracy and accountability.
• Collaborative mindset with the ability to influence and support team success.
• Must be available to travel locally to meetings (less than 10%).

Demonstrates expertise in Treasury Management products and services, with a focus on client onboarding, regulatory compliance, and process optimization. Proven ability to lead technical onboarding activities and maintain effective communication with clients and internal teams.

• Treasury Management Experience
• Client Onboarding Leadership
• Regulatory Compliance Knowledge
• Microsoft Office Suite Proficiency
• Customer Service Orientation

• Treasury Management
• System Configuration
• File Testing
• Data Mapping
• Implementation Strategies
• Process Enhancements
• Account Opening Procedures
• Documentation Management
• Technical Integration Troubleshooting
• Analytical Skills

• Excellent Communication Skills
• Organizational Skills
• Time Management
• Collaborative Mindset
• Self-Motivated

• Financial Services
• Client Relationships
• Operational Readiness
• SLA Commitments
• Emerging Technologies
• Client Satisfaction
• Warm Handoff Process
• Escalation Resolution
• Internal Policies
• Risk Mitigation

• Microsoft Office Suite
• Adobe Pro