A Treasury Management Implementation Specialist is responsible to support a full range of Corporate Treasury Management products and Online Banking products, providing professional technical and operational support of these products to customers and Bank personnel. Products included in this support may include Commercial Online Banking, Mobile Banking, Online Banking Wires, ACH Origination, Remote Deposit Capture, Positive Pay, Account Reconciliation, Lockbox, 3rd Party Depository Services, and other products that are currently in place or may be added in the future. The Specialist is knowledgeable of all Bank services and products and is expected to promote and deliver those services.
Essential Duties and Responsibilities:
- Assist with onboarding clients by providing a response to a client’s request for proposal, preparing client applications, agreements, and other required documentation, implementing new products and services for the client in a timely manner, and training the client in the appropriate use of the products.
- Complete applicable forms and documents required for new online banking profiles and maintenance requests.
- Responsible for implementation and callback procedures for various Treasury Management products including but not necessarily limited to Business Online Banking, ACH, Wires, Positive Pay and Remote Deposit Capture.
- Periodically assist with special projects related to documentation.
- Resolve problems within given authority.
- Be alert to potential fraud situations, and escalate any concerns to appropriate manager as soon as possible.
- Maintain an in-depth knowledge of all Treasury Management products, to include the risks to the Bank and available controls that have been implemented.
- Provide training to bank personnel on the features, benefits, risks, and controls of the various Treasury Management products as requested.
- Perform routine and scheduled operational tasks such as report reviews, file transfers, customer monitoring, and other assigned duties in a timely and efficient manner. Maintain customer files in a timely manner and complete filing on a daily basis.
- Assist in the coordination and support of audits and examinations.
- When encountered, identify inefficient processes and ineffective controls, and suggest enhancements to the Manager.
- Participate with co-workers as a valuable team member, providing coverage in the absence of one staff member or in overload situations.
Position Requirements:
- 3-5 years of treasury management support and/or implementation experience.
- Understanding the risk associated with all treasury management products and services and working with lenders and risk department to ensure all risks are identified and mitigated.
- Demonstrated knowledge of treasury management products and related business, financial and risk management processes.
- Proficiency with word processing, spreadsheet and presentation software.
- Possess strong verbal and written communication skills to provide necessary product training and demonstrations to prospects and customers.
- Superior customer service and presentation skills.
- Demonstrated ability to manager time and multiple projects effectively.
- Possess a thorough knowledge of all the services offered by the Bank and good understanding of account analysis statements.
Benefits: We offer a generous comprehensive benefits package including medical, dental, and vision coverage; paid holidays, vacation, and sick leave; and 401(K) plan. Hours of paid leave may vary based on position.
Salary Range: $70,000 - 100,000 per year. The compensation range for this position represents the minimum and maximum base salary for this role. Actual compensation will vary based on factors including experience, skills, qualifications, location, education, and business needs. This position may also be eligible for additional bonuses, where applicable.
Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- 3-5 years of treasury management support and/or implementation experience
- Understanding of risks associated with treasury management products and mitigation with lenders and risk department
- Demonstrated knowledge of treasury management products and related business, financial and risk management processes
- Proficiency with word processing, spreadsheet and presentation software
- Strong verbal and written communication skills for product training and demonstrations
- Superior customer service and presentation skills
- Demonstrated ability to manage time and multiple projects effectively
- Thorough knowledge of bank services and understanding of account analysis statements
MidFirst Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about MidFirst Bank and has not been reviewed or approved by MidFirst Bank.
-
Healthcare Strength — Health, dental, and vision coverage are available to eligible full‑time and part‑time employees, with company‑paid long‑term disability and an EAP included. Medical plans through Blue Cross Blue Shield and wellness incentives that can lower premiums are highlighted.
-
Retirement Support — A company 401(k) match with a clear formula and a defined vesting schedule provides meaningful retirement support. Eligibility and enrollment timing are specified, reinforcing predictable access to the plan.
-
Leave & Time Off Breadth — Paid vacation, paid sick leave, and paid holidays are emphasized, with a paid community service day also referenced. Time‑off offerings are portrayed as generous across materials.
MidFirst Bank Insights
What We Do
MidFirst Bank occupies a rare position within the banking industry. With $41.2 billion in assets, MidFirst Bank is the largest privately owned bank in the country. This combination of size and private ownership provides our customers with a special brand of banking. MidFirst Bank offers a full range of personal, commercial, trust, private banking and mortgage banking products and services. MidFirst is a strong commercial real estate lender and a major servicer of mortgage loans nationally. As a private business ourselves, we understand the unique needs of each business community we serve at each of our locations in Arizona (Phoenix), California (Los Angeles, Orange County, Santa Barbara, San Diego), Colorado (Boulder, Denver, Edwards, Fort Collins), Nevada (Las Vegas), Oklahoma (Oklahoma City, Tulsa, Western Oklahoma), Texas (Dallas, Houston, San Antonio) and Utah (Salt Lake City). Additionally, MidFirst Bank has commercial lending offices in Atlanta, Chicago, Nashville, New York City, Orlando, Raleigh and Southern California. We serve Southern California through 1st Century Bank, a division of MidFirst Bank. We also operate MidFirst Business Credit as a subsidiary of MidFirst Bank. MidFirst Bank provides services that compete with larger banks, while the people and culture truly define the MidFirst Bank difference. MidFirst provides exceptional financial and deeply committed customer service. Team members are loyal in their character, loyal in their personal commitment to customers, and loyal to always doing the right thing. MidFirst customers can always count on working with thoughtful, intelligent, honest professionals who are true to their financial goals. MidFirst Bank is a strong supporter of the communities they serve, investing time and money in important educational, charitable and civic organizations. Copyright © 2025 MidFirst Bank. All rights reserved. Member FDIC. Equal Housing Lender.
