[Hiring] Treasury Management Specialist @Climate First Bank

Role Description

We’re looking for a Treasury Management Specialist who will support the implementation, servicing, and ongoing maintenance of commercial Treasury Management and Business Online Banking clients. This role ensures products and services are established accurately and efficiently in accordance with customer authorization, bank approvals, operational procedures, and internal controls.

What You’ll Contribute:

• Client Implementation & System Administration
  • Implement and maintain Treasury Management and Business Online Banking relationships for new and existing commercial clients.
  • Establish and maintain client profiles, companies, accounts, users, roles, entitlements, transaction limits, and payment services within applicable banking systems.
  • Perform customer and account-level maintenance in Jack Henry systems and support ACH origination, domestic and international wires, Positive Pay, Remote Deposit Capture, Mobile Deposit, Business Bill Pay, and dual-control services.
• Documentation, Authorization & Quality Control
  • Review enrollment and maintenance documentation for completeness, accuracy, authorization, approved services, accounts, limits, users, and entitlements.
  • Perform quality-control reviews to confirm system setups match approved customer documentation and bank approvals.
  • Identify and resolve incomplete documentation, conflicting instructions, or system discrepancies before services are implemented or changed.
• Client & Partner Support
  • Troubleshoot client access, entitlement, payment, and system-related issues and take ownership through resolution.
  • Partner with clients, bankers, branch personnel, internal operations teams, and third-party vendors to resolve Treasury Management issues.
  • Escalate system issues to Jack Henry or other vendors when appropriate and assist clients and internal partners with product and system questions.
• Controls, Documentation & Process Improvement
  • Maintain accurate records of implementations, maintenance requests, approvals, and completed system changes.
  • Follow established dual-control, information security, risk management, and operational procedures.
  • Maintain procedures, job aids, and checklists; participate in initiatives that improve efficiency, accuracy, controls, and the client experience.
• Team Support
  • Provide backup and support to other members of the Treasury Management team as business needs require.
  • Manage competing implementations, maintenance requests, and service issues while contributing effectively in a collaborative environment.

Qualifications

• Minimum One year of hands-on Jack Henry banking system experience required; SilverLake and/or Jack Henry Treasury Management experience strongly preferred.
• Minimum Five years of experience in Treasury Management, business banking, electronic banking, deposit operations, or a related banking operations environment preferred.
• Working knowledge of ACH, wires, Positive Pay, Remote Deposit Capture, commercial online banking, user access, permissions, transaction limits, and dual-control concepts.
• Experience with banking-system setup, maintenance, client implementation, and translating approved documentation into accurate system configurations.
• Strong analytical, organizational, problem-solving, client-service, written communication, and verbal communication skills; AAP, CTP, or a related certification is a plus.

Requirements

• Detail-Oriented Problem Solver - You take ownership of requests from documented intake through accurate completion. You identify missing or conflicting information, troubleshoot efficiently, and resolve issues before they create downstream operational or client impact.
• Organization & Efficiency - You manage multiple implementations, maintenance requests, and service issues while maintaining accurate documentation, clear priorities, and consistent follow-through.
• Master Communicator - You communicate clearly and professionally with commercial clients, bankers, branch personnel, internal operations teams, and third-party vendors. You translate technical or operational issues into practical next steps.
• Treasury Management Acumen - You understand commercial payment services and controls, including ACH, wires, Positive Pay, Remote Deposit Capture, online banking, transaction limits, user permissions, and dual control. Working knowledge of NACHA requirements is preferred.
• Tech-Forward and Analytical Thinking - You navigate multiple banking platforms with confidence, including hands-on Jack Henry experience. Familiarity with SilverLake, Jack Henry Treasury Management, Treasury Management Back Office v2, and Jack Henry digital banking solutions is strongly valued.
• Commitment to Being a Team Player - You collaborate across Treasury Management, banking, branch, operations, and vendor teams; share knowledge; provide backup support; and contribute to continuous process improvement.

Benefits

• Compensation — In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity.
• Health Coverage — 100% employer-paid for employees; employer contribution for dependents.
• Medical, Dental & Vision Insurance
• Health Savings Account (HSA)
• Free Telemedicine access via Teladoc
• Financial Wellness & Wealth Building
• 401(k) with 6% Employer Match — No Vesting Period.
• Employee Stock Options
• Exclusive Employee Banking Perks
• 0% Financing for Employee Solar Loans
• Employee Only Mortgage Product with exclusive interest rates and terms.
• 0% Financing for Eligible Electric Vehicles (EVs)
• Referral Incentives
• Generous Paid Time Off
• 2–4 Weeks of Vacation based on officer level plus additional tenure-based time.
• 64 Hours of Paid Sick Time for all full-time employees.
• Protection & Peace of Mind
• Company-Paid Life Insurance
• Short- & Long-Term Disability Insurance
• Voluntary Life, Accident & Critical Illness Coverage
• Employee Assistance Program (EAP) with free counseling, legal, and financial services.