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Treasury Management Onboarding Specialist

park avenue groupFort Lauderdale, FLSenior L5
Treasury Management Onboarding Specialist 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.
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Level

Senior L5

Location

Fort Lauderdale, FL

Occupation

Treasurers and Controllers

Industry

Commercial Banking

Posted

9 days ago

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