Treasury Management Specialist

Climate First Bank

. Implement and maintain Treasury Management and Business Online Banking relationships for new and existing commercial clients .

Posted 10/27/2026full-timeRemote • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Treasury Management and Business Online Banking, with a strong focus on client implementation, system maintenance, and compliance with banking regulations. Proficient in managing banking operations, including ACH, wires, and digital banking solutions, while ensuring high standards of client service and operational efficiency.

Highest-signal resume keywords

Jack Henry Banking System ExperienceTreasury Management ExpertiseACH And Wires KnowledgeClient Implementation And MaintenanceAAP Or CTP Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury ManagementBusiness Online BankingACH OriginationWire TransfersPositive PayRemote Deposit CaptureBanking-System SetupClient ImplementationSystem MaintenanceNACHA Requirements

Soft Skills

Analytical SkillsOrganizational SkillsProblem-Solving SkillsClient-Service SkillsWritten Communication SkillsVerbal Communication Skills

Tools & Technologies

Jack Henry Treasury ManagementSilverLakeTreasury Management Back Office v2Jack Henry Digital Banking Solutions

Certifications & Qualifications

AAPCTP

Industry Keywords

Banking OperationsComplianceRisk ManagementOperational ProceduresClient ProfilesTransaction LimitsEntitlements

About the role

Key responsibilities & impact

Implement and maintain Treasury Management and Business Online Banking relationships for new and existing commercial clients
Establish and maintain client profiles, companies, accounts, users, roles, entitlements, transaction limits, and payment services in applicable banking systems
Perform customer and account-level maintenance in Jack Henry systems
Support ACH origination, domestic and international wires, Positive Pay, Remote Deposit Capture, Mobile Deposit, Business Bill Pay, and dual-control services
Review enrollment and maintenance documentation for completeness, accuracy, authorization, approved services, accounts, limits, users, and entitlements
Perform quality-control reviews to ensure system setups match approved customer documentation and bank approvals
Identify and resolve incomplete documentation, conflicting instructions, and system discrepancies
Troubleshoot client access, entitlement, payment, and system-related issues through resolution
Partner with clients, bankers, branch personnel, internal operations teams, and third-party vendors
Escalate system issues to Jack Henry or other vendors and assist with product and system questions
Maintain accurate records of implementations, maintenance requests, approvals, and completed system changes
Follow dual-control, information security, risk management, and operational procedures
Maintain procedures, job aids, and checklists
Participate in initiatives improving efficiency, accuracy, controls, and client experience
Provide backup and support to Treasury Management team members
Manage competing implementations, maintenance requests, and service issues
Complete compliance and IT training and support fraud prevention
Participate in cognitive and personality assessments, application review, conversation stages, credit and background checks, and reference chats

Requirements

What you’ll need

Minimum one year of hands-on Jack Henry banking system experience required
Minimum five years of experience in Treasury Management, business banking, electronic banking, deposit operations, or a related banking operations environment preferred
Working knowledge of ACH, wires, Positive Pay, Remote Deposit Capture, commercial online banking, user access, permissions, transaction limits, and dual-control concepts
Experience with banking-system setup, maintenance, client implementation, and translating approved documentation into accurate system configurations
Strong analytical, organizational, problem-solving, client-service, written communication, and verbal communication skills
AAP, CTP, or a related certification is a plus
SilverLake and/or Jack Henry Treasury Management experience strongly preferred
Working knowledge of NACHA requirements preferred
Familiarity with SilverLake, Jack Henry Treasury Management, Treasury Management Back Office v2, and Jack Henry digital banking solutions strongly valued
Commitment to environmental, social, economic, and racial justice
Must stay informed of applicable regulatory requirements and complete mandatory compliance and IT training
Must pursue and demonstrate understanding of Bank policies, procedures, and regulations
Must affirm being a non-smoker or commit to cessation within 90 days of offer acceptance
Ability to perform sustained standing and sitting, frequent speaking and listening, PC use and typing, sustained monitor attention, and occasional lifting up to 20 lbs
Valid U.S. work authorization required; visa sponsorship is not offered

Benefits

Comp & perks

Annual bonus, incentives and equity may be available
100% employer-paid health coverage for employees; employer contribution for dependents
Medical, dental and vision insurance
Health Savings Account (HSA)
Free Teladoc telemedicine access
401(k) with 6% employer match and no vesting period
Employee stock options
Exclusive employee banking perks
0% financing for employee solar loans
Employee-only mortgage product with exclusive interest rates and terms
0% financing for eligible electric vehicles
Referral incentives
2–4 weeks of vacation plus additional tenure-based time
64 hours of paid sick time for full-time employees
Company-paid life insurance
Short- and long-term disability insurance
Voluntary life, accident and critical illness coverage
Employee Assistance Program with free counseling, legal and financial services
Remote work within the United States
Occasional U.S. travel for company events or leadership sessions