Specialist, Treasury

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Alternate Locations: Fort Wayne, IN (Indiana);
Charlotte, NC (North Carolina);
Greensboro, NC (North Carolina);
Omaha, NE (Nebraska);
Radnor, PA (Pennsylvania)

Work Arrangement:

Hybrid :
Employee will work 3 days a week in a Lincoln office

Relocation assistance: is not available for this opportunity.

Requisition #: 75792

As a Specialist, Bank Relationship Management, you will work on tasks to support the identification, evaluation, and execution of new treasury solutions that enhance Lincoln’s product offerings and/or enterprise treasury services. Additionally, you will participate in the design and execution of Lincoln’s bank strategy with the objective of managing relationship dynamics and ensuring ongoing availability of products and services from banking partners.

• Provide support for the execution and ongoing maintenance of Lincoln’s enterprise bank relationship strategy
• Assist in evaluating existing and potential future relationships with commercial banks, treasury service providers, and internal customers
• Maintain knowledge on current and emerging banking developments and assess impacts; collaborate with management to assess the impact to LFG product teams of new trends and developments
• Make recommendations on treasury services including payment processing, receipt & disbursement systems/applications, vendor banking system, bank account management system and other applicable systems; champion recommendations with internal clients to support enterprise change management objectives
• Assist in review of agreements/contracts and pricing/service fees
• Provide treasury and banking information to LFG product teams to support development of industry-leading products
• Perform and deliver on routine assignments/projects including (but not limited to) optimizing cash balances to meet enterprise needs, streamlining reporting capabilities, and preparing quantitative scorecards to analyze bank performance
• Identify and communicate to management process improvements that reduce workloads or improve quality
• Creates and maintains reports and provides analysis to internal and/or external stakeholders
• Prepare ad hoc reports, analysis, and research as needed

Must-Haves:

• 1 - 3 Years experience in Treasury and/or Finance that directly aligns with the specific responsibilities for this position
• Prior experience working with or at commercial or investment banks highly valued
• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)

Nice-to-haves:

• Experience using online banking portals or treasury management platforms
• Experience with Visio

Applications for this position will be accepted through May 20, 2026, subject to earlier closure due to applicant volume.

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and…