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Treasury Management Client Success Specialist
Highlights:
Location: Phoenix, AZ
Position Type: Direct hire
Hourly / Salary: based on experience
Residency Status: US Citizen
Location Type: On-site (Phoenix, AZ)
Our client is looking for a Treasury Management Client Success Specialist to join their team!
POSITION SUMMARY
A fast-growing financial institution is seeking a driven and detail-oriented Treasury Management Client Success Specialist to join their Phoenix HQ team onsite. This role is ideal for a high-performing deposit or treasury management professional eager to grow in a client-centric, results-driven environment.
KEY RESPONSIBILITES
1. Client Onboarding
2. System Implementation
3. Product Expertise
4. Training and Support
5. Compliance and Risk Management
6. Documentation and Reporting
7. Continuous Improvement
QUALIFICATIONS
Knowledge, Skills & Abilities:
Education and Experience:
Environment and Physical Demands:
"We are GTN –The Go To Network"
Treasury Management Client Success Specialist
Phoenix, AZ US
2025-10-16
2025-11-15
Employment Type:
Direct Hire
Job Number: 27636
Pay Rate: $70000 - $90000
Remote Friendly?: Office
Job Description
Treasury Management Client Success Specialist
Highlights:
Location: Phoenix, AZ
Position Type: Direct hire
Hourly / Salary: based on experience
Residency Status: US Citizen
Location Type: On-site (Phoenix, AZ)
Our client is looking for a Treasury Management Client Success Specialist to join their team!
POSITION SUMMARY
A fast-growing financial institution is seeking a driven and detail-oriented Treasury Management Client Success Specialist to join their Phoenix HQ team onsite. This role is ideal for a high-performing deposit or treasury management professional eager to grow in a client-centric, results-driven environment.
KEY RESPONSIBILITES
1. Client Onboarding
- Open accounts for business and consumer clients;conduct full KYC and extended due diligence.
- Coordinate onboarding for clients with digital and treasury management needs.
- Ensure deadlines and service-level timelines are met for product setups and implementations.
- Conduct needs assessments and tailor solutions accordingly.
- Collaborate with internal teams to gather documentation and information.
- Set up client training and testing for advanced services like ACH and Positive Pay.
2. System Implementation
- Configure and set up treasury management products with core vendors.
- Troubleshoot technical issues and ensure feature access.
- Activate digital solutions per client requests and regulatory standards.
- Implement services such as online banking, ACH, wire, RDC, Positive Pay, and liquidity solutions.
3. Product Expertise
- Develop deep knowledge of treasury management products.
- Guide clients on features, functionalities, and best practices.
- Support new product implementation and testing.
4. Training and Support
- Conduct virtual or in-person training sessions.
- Serve as the client’s point of contact during onboarding.
- Assist with RDC setup and scanner functionality.
5. Compliance and Risk Management
- Ensure onboarding adheres to regulatory and internal policies.
- Collaborate with compliance teams for due diligence and documentation.
6. Documentation and Reporting
- Maintain accurate records of client interactions and system configurations.
- Generate reports on onboarding activities and identify improvement areas.
- Build ad hoc reports to support product and deposit growth.
7. Continuous Improvement
- Stay informed on industry trends, regulations, and technology.
- Identify opportunities to enhance onboarding processes.
QUALIFICATIONS
Knowledge, Skills & Abilities:
- Strong understanding of deposit and treasury management products, services, and industry best practices.
- Excellent communication and interpersonal skills.
- Detail-oriented with the ability to manage multiple tasks simultaneously.
- Technical proficiency and the ability to troubleshoot basic technical issues.
- Knowledge of regulatory compliance related to treasury management.
- Customer-focused mindset with a commitment to delivering exceptional service.
Education and Experience:
- Bachelor’s degree in accounting, business or finance preferred.
- 2 years in experience in deposit services and/or treasury management at a financial institution.
- Preferred 2 years’experience with FIS core banking system.
Environment and Physical Demands:
- Ability to lift a minimum of 20lbs. (e.G., file boxes).
- Must be able to sit, stand, bend and stoop.
- Sitting/Standing for 90% of the time.
- Requires ability to use keyboard up to 8 hours.
- Travel may be required.
"We are GTN –The Go To Network"
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