Treasury Services & Implementation Specialist

Job Description

Job Description

Benefits :

• Disability Insurance
• Life Insurance
• ESOP
• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Tuition assistance
• Vision insurance

Position Title : Treasury Services & Implementation Specialist

Reports To : Director of Treasury Services

Status : Hourly; Non-Exempt

Position Summary : The Treasury Services & Implementation Specialist will play a key role in managing the implementation and support of various treasury solutions for business clients. This individual will work closely with clients, internal teams, and third-party vendors to ensure seamless onboarding, setup, and ongoing support of treasury products designed to optimize cash management, fraud prevention, and payment processes. The position requires both technical expertise and a customer-focused approach to deliver successful solutions. As the primary point of contact for Treasury Management commercial clients, the Specialist will deliver personalized service and assist with complex solutions to meet client needs. Additionally, the role will involve supporting various projects as needed.

Principal Responsibilities and Duties :

Client Onboarding, Implementation & Support

Product Expertise & Technical Coordination

Ongoing Relationship Management

Risk Management & Compliance

Professionalism & Client Engagement

Supervisor Responsibilities : N / A

Education and Experience Requirements : High school graduate or equivalent required. A minimum of two years of banking experience required, with treasury services experience preferred. Valid drivers license is required. Understands Federal, State and Union State banking rules and regulations. Bank-related courses strongly recommended.

Specific Skills Required : Ability to communicate, written and verbal, effectively with people both internally and externally. High degree of accuracy and attention to detail with the ability to handle multiple tasks and meet deadlines. Ability to identify and resolve problems. Organizational and time management skills. Ability to work with all levels within the organization. Proficient in Microsoft Office Suite. Able to handle confidential information and positively represent the company.

Competencies : Communication, strategic thinking, teamwork, critical thinking, decision making, and strong collaboration.

System Accesses : Fiserv Precision, Q2 Central, Q2 Centrix, RemitWeb, RemitPlusClient, RemoteDepositPlus, ProSign, IntraFi Management Portal, Adobe, Microsoft Office Suite, etc.

Equipment Used : Office equipment which includes computer, multi-line phone system, multi-function unit, etc.

Working Conditions : Work is performed in an office environment. Prolonged (90%) sitting and periodic (less than 10% of the time) physical exertion to manually move, lift, carry or push heavy objects or materials weighing up to 50 pounds; Constant and repetitive use of arms and hands below shoulder level for computer usage; This position requires the individual to perform normal office activities including, but not limited to, lifting, filing and retrieving, operating office equipment, etc. Some travel will be required.

This job description describes the general nature and level of work performed by the employee assigned to this position. Responsibilities and duties describe those functions considered essential to the performance of the job. This description does not state or imply that these are the only duties and responsibilities assigned to the job. The employee may be required to perform other job-related duties as requested by their supervisor. All requirements are subject to change over time, at the discretion of your supervisor, and to possible modification to reasonably accommodate individuals with a disability.

Union State Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender, identity, age, disability, or status as a protected veteran.