Treasury Management Operations Specialist
The Treasury Management Operations Specialist discerns each client's treasury management needs (via interviews, transaction history, and modeling tools) and advises them as to the features and benefits of each product and/or service, prepares and tracks all necessary approval documentation, facilitates an error free and on-time implementation, and properly trains the client to effectively utilize each service. Under limited supervision, this job is responsible for providing each client with ongoing support of all banking products and services in a manner that exceeds client expectations.Key Responsibilities And DutiesEstablishes and maintains business relationships by evaluating client needs and recommending the appropriate treasury management products and/or services primarily through telephone, email, and chat.Maintains expertise on all current banking treasury management product and service features, functionality, and pricing such that all related client inquiries and reported issues can be responded-to quickly and accurately.Maintains a thorough working knowledge of all banking business account types to be able to combine this knowledge with that of treasury management products and apply this knowledge to efficiently assess and resolve client issues.Understands and explains the banking service charge structure and methodologies including fees, earnings credits, compensating balances, and account analysis system functionality.Complies with all appropriate banking regulations and all banking policies and procedures including those regarding bank security and the code of conduct.Educational RequirementsHigh School PreferredPreferred Qualifications2+ years of professional Treasury Management experienceAdvanced knowledge of Treasury Management systems, applications, and products (E.g. ACH Origination, Online Wire Transfers, Payment Files, Positive Pay, Sweeps, ZBAs, Business Online Banking portals)Call center experience resolving complex requests and escalations like phone support for advanced Business Online Banking portal functionalityExperience with SFTP file transfers and Treasury Management payment file processing requirementsExperience implementing Treasury Management products and servicesRole Specific Work ExperienceNo Experience Required; 2+ Years PreferredPhysical RequirementsPhysical Requirements: Sedentary WorkCareer Level3IC$25 - $33 ,EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.VEVRAA Federal ContractorMember FDICNotice to Job SeekersQualificationsEverBank, N.A. is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. The Company's comprehensive Total Rewards package provides choice and flexibility and respects differences. The following benefits are available through the Company:Medical, dental, vision & HSA/FSA 401(k) savingsPaid holidays & generous PTOAdditional wellness & voluntary benefitsAdditional Company-provided Benefit Options (subject To Plan Terms)Tuition reimbursementCommuter BenefitsLife and Disability InsuranceWork ScheduleJacksonville, FL: Monday-Friday, 10:00 AM - 7:00 PM ETIrvine, CA: Monday-Friday, 8:00 AM - 5:00 PM PTPosting end date: 3/26/26