Treasury MGT Onboarding Specalist Job at Calculated Hire, Cincinnati, OH

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  • Calculated Hire
  • Cincinnati, OH

Job Description

Overview:

Our banking client is seeking a Treasury Management (TM) Onboarding Specialist to join their team. This role is responsible for managing the onboarding of new Treasury Management clients, ensuring a smooth transition to the bank’s products and services. Specialists will partner with sales representatives and work directly with clients to conduct onboarding, provide training, and deliver an exceptional client experience.

Responsibilities:

  • Manage intake for new Treasury Management product sales with clients.
  • Conduct client onboarding sessions and product training.
  • Partner with Treasury Sales Officers and Relationship Managers to ensure seamless implementations.
  • Deliver presentations and product demonstrations for clients.
  • Serve as a client point of contact throughout the onboarding process.
  • Collaborate with internal operations and product teams to resolve onboarding issues.

Qualifications:

  • Treasury Management experience preferred; open to training for candidates with relevant financial services backgrounds.
  • Prior banking or financial services experience with exposure to commercial clients required.
  • Strong communication and presentation skills.
  • Experience in loan servicing or mortgage processing a plus.
  • Background in client-facing roles with proven customer service skills.

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