Treasury Management Onboarding and Program Specialist

Treasury Management Onboarding and Program Specialist

Reports to : Vice President Commercial Services

Supervises : None

Status : Exempt

Objective The Treasury Management Onboarding and Program Specialist is a critical role responsible for supporting the sales, onboarding and servicing of treasury management products for commercial clients. This role ensures operational efficiency, client satisfaction, and strategic alignment between sales goals and service delivery acting as a key liaison between relationship managers, treasury sales specialists, operations, and clients to ensure seamless execution of treasury solutions.

Duties and Responsibilities

• Develops, implements, and maintains comprehensive policies and procedures for Treasury Management onboarding, servicing, and support functions
• Ensures timely and accurate onboarding and servicing of clients, maintaining high levels of client satisfaction; support educating clients on product functionality, usage, and best practices through virtual or in-person training sessions
• Provides post-sale support and ongoing consultation to optimize client satisfaction and product utilization
• Serves as a subject matter expert on treasury products including ACH, wire transfers, remote deposit capture, fraud prevention tools, and liquidity management
• Trains new hires and partner sales teams on products / services and identifying / referring Treasury Management opportunities
• Oversees the tracking, management, and reporting of Treasury Management referrals from internal partners; ensure timely follow-up, accurate documentation, and conversion tracking to support sales effectiveness and pipeline visibility
• Collaborates with Treasury Management Sales Specialists to develop customized solutions and proposals for clients
• Identifies and leads continuous improvement efforts; partnering with internal departments (Operations, Compliance, IT, Risk) to resolve issues and improve processes
• Maintains a deep understanding of treasury products, industry trends, and regulatory requirements
• Develops and maintain documentation, training materials, and process workflows to support team efficiency
• Analyzes service metrics and client feedback to identify areas for improvement
• Supports strategic initiatives and contribute to product development and enhancement discussions
• Assists in other areas as directed by Credit Union management
• Develops an understanding of credit union history, philosophy, organization, policies, and operational procedures
• On a self-directed basis, continues to improve individual level of competency through training and certification on established educational programs
• Relates to others beyond giving and receiving instructions : Works well with partners and peers Performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with others Responds appropriately to feedback

Required Qualifications

Preferred Skills