Talent.com
Treasury Management Specialist
Treasury Management SpecialistSouth Shore Bank • Weymouth, MA, United States
serp_jobs.error_messages.no_longer_accepting
Treasury Management Specialist

Treasury Management Specialist

South Shore Bank • Weymouth, MA, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Type

Full-time

Description

SUMMARY

The Treasury Management Specialist serves as a resource to the Treasury Management Department by providing professional, courteous, and efficient customer service to the bank's business customers and Bank personnel. Performs customer setups on the system, reviews and maintains customer files, monitors product usage and system operations, and resolves problems within given authority. Helps in the coordination and support of audits and examinations and prepares reports and participates in special department projects. Assists Deposit Operations as needed.

SUCCESS MEASURES

  • Client satisfaction levels are fully met.
  • Ensuring strong operational controls and processes are in place.
  • Demonstrating mastery of product and technical knowledge related to Treasury Management products and services.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Successful candidates will have knowledge and service experience with digital banking and electronic payment systems and be able to effectively communicate with commercial clients. Candidates will also demonstrate knowledge of the rules and regulations governing payment processing, including but not limited to Regulation E, OFAC, and NACHA Operating Rules.

  • Provide support and training to business clients to fulfill needs and solve problems related to Treasury Management products, deposit accounts and general requests.
  • Set-up products and services on Business Online Banking after performing a review of accuracy and completeness according to policies and procedures.
  • Demonstrating a high level of proficiency with South Shore Bank's digital technology offerings including but not limited to Business Online Banking, Remote Deposit Capture, ACH Originations, Wires, Positive Pay and Mobile Banking.
  • Process monthly Account Analysis statements for Treasury Management clients.
  • Contribute to the development and ongoing assessment of operational policy and procedures, adjusting as needed in response to operational or regulatory changes.
  • Proficiently trouble shooting technical issues to include various file formats, browser, and firewall changes, etc.
  • Preparing and organizing required reports on a scheduled basis.
  • Providing back up to Treasury Management Team as needed.
  • Review maintenance reports and resolve any inconsistencies.
  • Assists Treasury Management on special projects including the implementation of any product and services.
  • Adhere to the Bank's privacy and data security policies including but not limited to safeguarding of sensitive information and complying with relevant regulations to protect non-public information. Daily review and monitoring of services including Positive Pay, BOB enrollments and ACH Returns.
  • Complete all internal Bank training as assigned and required.
  • Adhere to the Bank's privacy and data security policies including but not limited to safeguarding of sensitive information and complying with relevant regulations to protect non-public information.
  • Exhibit the ability and desire to embrace and enhance the Bank culture.
  • Consider this description to be the foundation of your job, not its boundaries. Expect to participate in internal and external training sessions and activities not described here which enhance the quality of service to the client.

    Requirements

    QUALIFICATIONS

    To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • 2+ years of experience working with and understanding the needs of business clients.
  • Knowledge of bank operations and Treasury Management products including but not limited to Business Online Banking, RDC, ACH, Wires services.
  • Proven strong customer service and communication skills, both verbal and written
  • Knowledge of the Bank's products and services
  • Experience performing advanced level digital banking activities to include system administration, working in an expert capacity, implementing new digital services, and facilitating system upgrades.
  • Demonstrated success at being self-directed with independent ability to translate assignments into plans and actions.
  • Ability to write reports, business correspondence, and procedure manuals.
  • Strong written and verbal communication skill, including ability to organize and present ideas and information in a simple, concise, and unambiguous manner.
  • LANGUAGE SKILLS

    Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, clients, and the general public.

    MATHEMATICAL SKILLS

    Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers. Ability to use and understand calculator. Ability to understand interest rate and percent.

    REASONING ABILITY

    Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

    PHYSICAL DEMANDS

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    While performing the duties of this Job, the employee is regularly required to stand, sit, talk and hear. The employee is occasionally required to stand or sit, walk, use sufficient hand, arm and finger dexterity or feel objects, tools or controls. The employee must occasionally lift and / or move up to 10 pounds. Specific vision abilities required by this job include close vision.

    WORK ENVIRONMENT

    The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    While performing the duties of this job, the employee occasionally works near moving mechanical parts. The noise level in the work environment is usually moderate.

    KEY POINTS

    Join the Bank that shares success with others! As a locally managed mutual bank, South Shore Bank is driven by the needs of communities rather than the demands of investors. You can help us serve as a trusted advisor to the people, businesses and organizations that make our communities stronger. We also provide a competitive benefit package with Medical, Dental, Vision, Flexible Spending, Dependent Care, Child Care Subsidy, Retirement, Life Insurance and many other benefits.

    It has been and will continue to be the policy of South Shore Bank to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service, or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state, or local laws.

    At South Shore Bank, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. We believe in Shared success and We before Me. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

    Pay Range Disclosure (Massachusetts Requirement)

    The pay range for this position is $26.00 to $32.00 per hour and is the lowest to highest hourly rate South Shore Bank in good faith believe we would pay for this role at the time of this posting. The Bank may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the posted range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue-based metrics, and business or organizational needs and affordability.

    Salary Description

    $26.00 - $32.00 Hourly

    serp_jobs.job_alerts.create_a_job

    Treasury Management Specialist • Weymouth, MA, United States

    Job_description.internal_linking.related_jobs
    Treasury Analyst

    Treasury Analyst

    Boston Staffing • Boston, MA, US
    serp_jobs.job_card.full_time
    Position Summary : The Treasury Analyst (TA) will be primarily responsible for the tasks supporting the Banks funding, hedging, advance pricing, and liquidity management functions.The TA will work p...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Treasurer

    Treasurer

    TradeJobsWorkForce • 02475 Arlington Heights, MA, US
    serp_jobs.job_card.full_time
    Treasurer Job Duties : Analyzes and recommends optimal capital structure alternativ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Treasury Director

    Treasury Director

    MBTA • Boston, MA, United States
    serp_jobs.job_card.full_time
    The Treasury Director assists in the central function of managing the MBTA’s debt portfolio, cash position, and investment accounts. The Director has responsibility for maintaining the bond book, bo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Treasury Director : Cash Strategy & Compliance

    Treasury Director : Cash Strategy & Compliance

    Altice USA • Wakefield, MA, United States
    serp_jobs.job_card.full_time
    A leading telecommunications firm is seeking a Director of Treasury to manage all Treasury-related activities, including cash management, compliance, and financial analysis.Candidates should have o...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Treasurer's Office Banking Intern

    Treasurer's Office Banking Intern

    UMass President's Office • Boston, MA, United States
    serp_jobs.job_card.full_time
    Treasurer's Office Banking Intern.Spring 2026 Appointment : Must be a UMass student enrolled for the Spring Semester.Washington Street, Westborough, MA. M-F, up to 20 hours per week during the semest...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Advisor, Asset Management Compliance

    Advisor, Asset Management Compliance

    Fidelity • Boston, MA, US
    serp_jobs.job_card.full_time
    Supporting the operations of the Fidelity Compliance Programs by daily monitoring of trade activities for specific equity, fixed income and alternative funds and accounts to ensure that their inves...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_less • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Treasury Reporting Analyst

    Treasury Reporting Analyst

    Deerpath Capital Management • Boston, MA, US
    serp_jobs.job_card.full_time
    As part of a growing firm in the asset management industry, the candidate will have a diverse set of responsibilities within the finance function. The candidate will work directly with the Loan Admi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Global Treasury Director — Hybrid Leader in Liquidity & Strategy

    Global Treasury Director — Hybrid Leader in Liquidity & Strategy

    Creation Technologies • Boston, MA, United States
    serp_jobs.job_card.full_time
    A dynamic technology firm in Boston is seeking a Sr.Director of Treasury to lead its global treasury function.This hybrid role involves overseeing financial stability, managing capital structure, a...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Sr. Treasury Manager

    Sr. Treasury Manager

    Nexthink • Boston, MA, United States
    serp_jobs.job_card.full_time
    Nexthink is the leader in digital employee experience management software.The company provides IT leaders with unprecedented insight allowing to see, diagnose and fix issues at scale impacting empl...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Advisor, Asset Management Compliance

    Senior Advisor, Asset Management Compliance

    Soteria Reinsurance Ltd. • Boston, MA, United States
    serp_jobs.job_card.full_time
    Senior Advisor, Asset Management Compliance page is loaded## Senior Advisor, Asset Management Compliancelocations : Boston, MAtime type : Full timeposted on : Posted Todayjob requisition id : 2...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Treasury Operations Associate (Private Markets)

    Treasury Operations Associate (Private Markets)

    Atlantic Group • Boston, MA, United States
    serp_jobs.job_card.full_time
    Job Overview – Treasury Operations Associate (Private Markets) : Compensation : $100,000 – $130,000 / year + bonusLocation : Boston, MASchedule : Monday to Friday (In-Office). Atlantic Group is hiring a Tr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Global Treasury Director : Strategy, Liquidity & Risk

    Global Treasury Director : Strategy, Liquidity & Risk

    Creation Technologies LP. • Boston, MA, United States
    serp_jobs.job_card.full_time
    A leading global services provider is seeking a Senior Director of Treasury to guide their global treasury function.This role is pivotal in managing liquidity, capital structure, and risk managemen...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Senior Treasury Analyst

    Senior Treasury Analyst

    Banco Santander SA • Boston, MA, United States
    serp_jobs.job_card.full_time
    CUSO Intraday & Collateral Management - Senior AnalystCountry : United States of America • •Your Journey Starts Here : • •Santander is a global leader and innovator in the financial services industry.We ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Treasury Clearing Implementation Consultant / Analyst

    Treasury Clearing Implementation Consultant / Analyst

    Samprasoft • Boston, MA, US
    serp_jobs.job_card.full_time
    Preferred location : Boston, MA or Jersey City, NJ.Will consider Coppell, TX & Tampa, FL for the right person.serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Treasurer

    Treasurer

    Boston Children's Hospital • Boston, MA, United States
    serp_jobs.job_card.full_time
    The Treasurer is a key financial leader responsible for managing and optimizing the financial assets of Boston Children's Hospital and its affiliated entities. This role oversees daily treasury oper...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Treasurer

    Treasurer

    Massachusetts School Building Authority • Boston, MA, United States
    serp_jobs.job_card.full_time
    Reporting to the Chief Financial Officer (CFO), the Treasurer is a senior member of the Finance Department.This role involves a high degree of responsibility and the opportunity to make a meaningfu...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Services Risk Management, Structured Finance - Transactions, Manager

    Financial Services Risk Management, Structured Finance - Transactions, Manager

    EY • Boston, MA, United States
    serp_jobs.job_card.full_time
    Financial Services Risk Management, Structured Finance - Transactions, Manager.Location : New York, Houston, Boston, Miami. At EY, we’re all in to shape your future with confidence.We’ll help you suc...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Strategic Treasury Partner

    Strategic Treasury Partner

    MassMutual • Boston, MA, US
    serp_jobs.job_card.full_time
    Employment Type : Full-Time Locations : Boston, MA; Springfield, MA; New York, NY The Opportunity As a Strategic Treasury Partner, you will work in a fast paced, innovative and collaborative envir...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted