Treasury Management Specialist

What We Offer

Joining our team means becoming part of an organization that invests in your success and well-being through:

• A Shared Purpose: Connect your personal values with meaningful work. We foster a culture where every individual understands the impact of their contributions and plays a role in building something greater.

• Continuous Growth: Unlock your potential through ongoing learning and development opportunities, supported by approachable leaders who are committed to your success.

• Support for your Well-Being: Benefit from a comprehensive rewards package that includes competitive benefits, wellness initiatives, flexible work arrangements, and transparent, equitable compensation.

In this role, you will support the implementation, maintenance, and ongoing servicing of Treasury Management products and services for business clients. Ensure accurate client setup, timely issue resolution, effective client training, regulatory and procedural compliance, and a consistent, high-quality client experience.

Key Responsibilities

1. Implement and maintain Treasury Management products and services, including reviewing agreements, validating approvals, establishing client access, and processing service, limit, and permission changes.
2. Coordinate the onboarding and ongoing servicing of Treasury Management clients to ensure accurate setup and a consistent client experience.
3. Provide comprehensive client support and resolve service issues through troubleshooting, technical assistance, documentation, and timely follow-up with clients and internal partners.
4. Deliver client training and education for Treasury Management products and services through recorded calls, virtual sessions, onsite visits, and other approved communication channels.INSERT TEXT
5. Collaborate with Relationship Managers, Operations, Information Technology, Compliance, Risk, and other departments to support client relationships, service delivery, and operational follow-through.
6. Follow Bank policies, procedures, regulatory requirements, security standards, and internal controls to protect client information and support fraud and loss prevention.
7. Participate in product testing, implementations, conversions, departmental projects, cross-training, and process-improvement initiatives to improve operational performance and Treasury Management service delivery.
8. Other duties: Perform other duties as assigned by leaders.

Requirements

Required Education: Technical Studies

Possible Degrees: Business Administration or Finance

Other Education: Certifications in any of the following: Treasury Management, RDC, ACH

Required Years of Experience in Position: 1-2 Years

Languages: English and Spanish (Preferred)

Technical Knowledge and Skills

1. Strong knowledge of Treasury Management products, services, systems, and banking operations.
2. Knowledge of banking regulations, internal controls, risk, and departmental procedures.
3. Strong analytical, problem-solving, technical, and organizational skills.
4. Strong written, verbal, and interpersonal communication skills.

Why join us?

Your talent has the power to create meaningful impact. Apply today and join a team where your ideas are valued, your growth is supported, and your work contributes to something greater. Together, we are redefining what it means to go Beyond Banking by creating a stronger future for our people, our clients, and the communities we serve.

Equal Employment Opportunity and Affirmative Action

IFB is an equal opportunity employer. It is the policy of IFB to provide Equal Employment opportunities to all qualified applicants and employees without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, marital status, protected veteran status, or any other status protected under applicable federal state or local laws.

IFB complies fully with all applicable federal equal employment opportunity and affirmative action laws and regulations including those enforced by the equal employment opportunity commission (EEOC) and other federal and state agencies. The Bank takes affirmative action to ensure equal opportunity in all employment practices for minorities, women, protected veterans, and individuals with disabilities.

Work Authorization and Sponsorship

Applicants must be currently authorized to work in the United States on a full-time basis IFB does not provide visa sponsorship or take over sponsorship for employment-based visas at this time, including but not limited to H-1B, H-2B, E-3, TN and F-1 (OPT/STEM), or J-1 visas. Candidates requiring such sponsorship now or in the future will not be considered for employment.

Drug-Free Workplace Statement

To promote the safety and well-being of our employees and customers, IFB maintains a drug-free workplace. All candidates selected for hire are required to successfully complete a pre-employment background check and drug screening in accordance with company policy and applicable law.