KEMBA Financial Credit Union
Columbus, OH, USA
Title: Treasury Management Onboarding and Program Specialist
Reports to: Vice President Commercial Services
Supervises: None
Status: Exempt
Objective
The Treasury Management Onboarding and Program Specialist is a critical role responsible for supporting the sales, onboarding and servicing of treasury management products for commercial clients. This role ensures operational efficiency, client satisfaction, and strategic alignment between sales goals and service delivery acting as a key liaison between relationship managers, treasury sales specialists, operations, and clients to ensure seamless execution of treasury solutions.
Duties and Responsibilities
Develops, implements, and maintains comprehensive policies and procedures for Treasury Management onboarding, servicing, and support functions
Ensures timely and accurate onboarding and servicing of clients, maintaining high levels of client satisfaction; support educating clients on...