Treasury Management Onboarding Specialist

Posted One Month Ago
Be an Early Applicant
Fort Lauderdale, FL, USA
In-Office
Entry level
Professional Services • Consulting
The Role
Coordinates treasury management implementations for business clients, configuring ACH, positive pay, remote deposit capture, and wire services. Guides clients through implementation and training, collects documentation, ensures compliance and risk standards, communicates status with relationship and treasury teams, and troubleshoots technical or operational issues.
Summary Generated by Built In

Park Avenue Group, a division of Angott Search Group, is partnering with a $1.5B South Florida Bank in the search for a Treasury Management Onboarding Specialist.

This role serves as the key connection between business clients, treasury sales, and internal teams, ensuring a smooth and accurate implementation of cash management services.

Responsibilities:

  • Configure and implement treasury products including ACH, positive pay, remote deposit capture, and wire services.
  • Guide clients through implementation and provide training on online banking and reporting tools.
  • Collect required documentation and ensure implementations meet compliance and risk standards.
  • Communicate implementation status with Relationship Managers and Treasury Advisors.
  • Troubleshoot technical and operational issues during and after implementation.
  • Ensure products are configured accurately to meet client needs and service expectations.

Qualifications:

  • Experience with treasury management, cash management, banking operations, or a related field.
  • Understanding of ACH, wires, online banking, and other treasury products.
  • Strong client service and communication skills.
  • Detail-oriented with strong organizational and problem-solving abilities.
  • Ability to coordinate effectively across sales, operations, and technical teams.
  • Knowledge of banking compliance and risk management practices preferred.

Skills Required

  • Experience with treasury management, cash management, banking operations, or a related field
  • Understanding of ACH, wires, online banking, and other treasury products
  • Strong client service and communication skills
  • Detail-oriented with strong organizational and problem-solving abilities
  • Ability to coordinate effectively across sales, operations, and technical teams
  • Knowledge of banking compliance and risk management practices
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The Company
HQ: Rochester, MI
30 Employees
Year Founded: 1981

What We Do

Angott Search Group is a national, full-service executive search and recruiting firm that connects organizations with executives, managers, and other high-impact leaders. It supports boards, CEOs, and executive teams with leadership hiring, succession planning, talent assessment, and confidential replacements. Its sector expertise spans banking, credit unions, automotive, manufacturing, legal, energy, information technology, and professional services, with nationwide direct-hire placement for client organizations.

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