Treasury Management Operations Specialist Job at New Edge Associates a Talent Acquisition Firm, Fort Lauderdale, FL

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  • New Edge Associates a Talent Acquisition Firm
  • Fort Lauderdale, FL

Job Description

Summary:

Seeking a detail-oriented and customer-focused Treasury Management Operations Specialist with a solid understanding of treasury products, strong technical skills, and the ability to work in a fast-paced environment. This role supports business clients with online banking, ACH, wires, and remote deposit services.

Key Responsibilities:

  • Ensure compliance with all bank policies and regulatory requirements (e.g., BSA, OFAC, CIP, KYC).
  • Provide high-quality customer service via phone and email.
  • Troubleshoot issues with online banking, Zelle, BillPay, remote deposits, and other services.
  • Assist clients with account access issues, transfers, and fraud concerns.
  • Set up new treasury management services including online banking, ACH, wires, and positive pay.
  • Train business clients on ACH and wire origination, scanner installation, and system use.
  • Manage scanner inventory and coordinate shipping.
  • Review and process new account documentation.
  • Support onboarding and work with compliance for required documentation.
  • Collaborate with internal departments to resolve service issues and support daily operations.

Requirements:

  • Minimum 3 years of treasury or banking operations experience.
  • High School Diploma or GED required.
  • Proficient in Microsoft Outlook, Word, Excel.
  • Strong organizational, communication, and multitasking skills.
  • Ability to troubleshoot issues and resolve client concerns independently.
  • Experience with ACH, wires, and remote deposit capture preferred.

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