What are the responsibilities and job description for the Private Client Treasury Management Specialist position at JCW Group?
Responsibilities:
- Coordinate new client onboarding, handle account setup tasks, and keep CRM records up to date.
- Act as a central contact for client questions across digital banking, card services, and treasury-related needs.
- Support treasury products by managing documentation, conducting periodic reviews, and ensuring limit compliance.
Requirements:
- 3 years in commercial banking client service experience.
- Bachelors degree
- Strong Communication and organizational skills
Salary : $70,000 - $85,000