Senior Treasury & Client Onboarding Specialist

Position SummaryWe are seeking an experienced and client-focused individual to join our banking team. This role isdesigned for a seasoned relationship banker who excels in delivering high-touch service, has astrong background in onboarding new business clients, and brings proven experience and a deepunderstanding of treasury management services. The ideal candidate will serve as a key liaisonbetween Business Development Officers/Loan Officers/Retail Banking Managers and newprospects, ensuring a seamless transition into our banking ecosystem.Key ResponsibilitiesPartner with Officers to onboard new business clients, including account setup and full relationship transition.Provide extensive and personalized service focused on the specific needs of each banking customer.Deliver exceptional, relationship-based service to business clients, ensuring a personalized, professional, and responsive experience. Serve as the primary point of contact for new business clients during the onboarding process.Maintain detailed records of client interactions and progress using CRM tools.Provide proactive follow-up to ensure client satisfaction and retention.Provide exceptional customer service to Treasury Management clients with a broad range of issues posed by telephone or email.Handle questions or problems related to the various Treasury Management products focused on collections, disbursements, information reporting, fraud protection, account analysis/billing and merchant services. Identify opportunities to deepen relationships and cross-sell banking products and services.Provide backup support for new account setup, treasury services, and electronic banking services, assist with onboarding, troubleshooting, and ensuring a seamless client experience as neededCollaborate with internal departments to resolve client issues and ensure smooth operations.Maintain up-to-date knowledge of banking products, services, and compliance requirements.Other Duties as assigned.QualificationsMinimum of 3-5 years of experience in relationship banking, preferably with exposure to private banking or high-net-worth client services.Proven track record of delivering exceptional customer service and managing complex client relationships.Experience working with CRM systems and managing client data effectively.Working knowledge of treasury and cash management products, procedures, services, accounting, financial and account analysis.Strong interpersonal, communication, and organizational skills.Ability to work independently and collaboratively.High attention to detail and follow-through.Proficient in basic computer skills.Requires High School diploma, GED or equivalent education and some experience in banking, bank operations and products, accounting or equivalent education and experience. A combination of education and experience may meet job requirements.Preferred SkillsExperience in business and consumer client acquisition and onboarding.Familiarity with business and consumer banking products and services.Ability to navigate sensitive client situations with professionalism and discretion.Proven customer service, interpersonal and communication skills, both verbal and written.Work to identify the root cause of errors and escalate issues as appropriate/needed to supervisor.Proactively reach out to clients when issues occur to provide workaround solutions.Work with clients when fraud occurs on their accounts, securing affidavits, facilitating recalls of transactions, and coordinating updates.Effective selling, cross-selling and referral skills.