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Treasury Management Specialist

Pinnacle Bank/Bank of Colorado
Fort Collins, USA
Full-time
Entry
Onsite
USD 27-32 hourly / hour
Discovered 1 months ago
database software

Full Job Posting

  • Assist in setting up business clients on online banking platforms, ACH, wires, remote deposit capture, and fraud prevention tools.
  • Provide troubleshooting for technical issues related to online banking, security tokens, and file transmissions.
  • Coordinate with internal teams (E-banking, Operations) to resolve client issues promptly.
  • Accurately enter client and product setup information into treasury systems.
  • Maintain detailed records of onboarding activities, service requests, and compliance documentation.
  • Respond to client inquiries via phone and email with professionalism and clarity.
  • Provide training and guidance on treasury services and online banking features.
  • Support Treasury Management Officers in cross-selling and upselling treasury products.
  • Assist with preparation of proposals, RFPs and client presentations as needed.
  • Ensure adherence to BSA, KYC, and internal audit requirements during onboarding and maintenance processes.
  • Maintain confidentiality and compliance with all banking regulations.
  • Participate in special projects, process improvements, and departmental initiatives as assigned.
  • Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary.
  • Knowledge of bank operations, especially treasury management services.
  • Knowledge of Word, spreadsheet, and database software.
  • Skills in problem solving and decision-making.
  • Ability to communicate effectively with management, customers, and coworkers.
  • Ability to work with accuracy and attention to detail.
  • Ability to create an organized and efficient work environment.
  • Ability to meet deadlines and multi-task.
  • High School diploma or equivalent experience in banking.
  • Previous experience with computer software and bookkeeping preferred.
  • Benefits for employees working at least 35 hours per week include 8 paid holidays; 17 PTO days each year for the first five years of employment (employees must complete 90-day introductory period prior to accruing PTO); 16 hours of paid sick time upon hire date; health, dental, prescription drug card, vision, and voluntary life insurance plans; health savings account with employer contributions; flexible medical and dependent care spending plans; 401K plan after 3 months and start of next quarter with employer contributions and profit sharing; $50,000 group term life insurance; long term disability insurance and employee assistance program. If working less than 35 hours per week, above benefits are modified.

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