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Treasury Management Onboarding Specialist
First Financial BankTreasury Management Onboarding Specialist onboarding and training commercial banking clients. Supporting implementations, compliance, risk reviews, and Treasury Management service issues at First Financial Bank.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Treasury Management services, including onboarding, implementation, and compliance, while providing exceptional client support and training. Strong analytical and communication skills are essential for managing client relationships and ensuring adherence to regulatory requirements.
Highest-signal resume keywords
Treasury Management SupportClient OnboardingCompliance ManagementAnalytical SkillsMicrosoft Excel
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Treasury Management ServicesClient TrainingQuality AssuranceDocumentation ManagementImplementation SupportRisk ReviewsProject-Based SupportMicrosoft ExcelMicrosoft WordMicrosoft PowerPoint
Soft Skills
Service-OrientedDetail-OrientedOrganizational SkillsSelf-MotivatedEffective Communication
Industry Keywords
Commercial BankingEnterprise Risk ManagementCompliance RequirementsClient PrioritiesE-Verify
About the role
Key responsibilities & impact- Collaborate with Treasury Management Advisors, Relationship Managers, and clients to onboard and train clients with treasury management services
- Act as the first point of contact for onboarding and implementation support
- Onboard and support all Treasury Management 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 Enterprise Risk Management policies and procedures
- Remain current on Treasury Management products, services, policies, and procedures
- Provide training to commercial clients using Treasury Management products and services
- Cross-train on all Treasury Management onboarding functionality and provide backup to other organizational areas as needed
- Provide project-based support for commercial clients during product updates
- Perform prolonged deskwork and frequent use of computers, keyboards, phones, and office equipment
- Occasionally lift and carry light objects, typically up to 10–15 pounds
- Occasionally reach for items on shelves or in drawers
Requirements
What you’ll need- Bachelor’s Degree or similar work experience with 5 or more years of commercial banking support or Treasury Management 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
- Detail-oriented and organizational skills to establish and manage multiple client priorities
- Ability to establish and manage expectations for clients and internal partners
- Must be self-motivated and able to work independently
- Clear and effective communication in person and over the phone
- Ability to move within an office environment
- Must meet compliance requirements imposed on First Financial Bank by state and federal law, regulation, and company policies and procedures
- E-Verify employer
Benefits
Comp & perks- Incentive eligibility for all roles except Co-Op, Intern, or Student positions
- Benefits and programs supporting associates' holistic wellbeing
- Development and training benefits