Treasury Management Operations Specialist 1

Summary

As a Treasury Management Operations Specialist, you’ll be the go-to expert for our suite of business banking services, including:

• Enhanced Business Online Banking
• Business Bill Pay
• Remote Deposit Capture (RDC)
• Wire & ACH Origination

You’ll work directly with members to set up services, conduct audits, and provide ongoing support — all while delivering exceptional service with a smile. You’ll also collaborate with our deposit sales team, core providers, and third-party vendors to ensure seamless operations and member satisfaction.

Expected Outcomes

• Members feel supported, informed, and confident in their treasury services
• Transactions are handled with precision and compliance, reducing risk and enhancing security
• You identify opportunities to grow relationships and add value through additional products and services
• Projects and assignments are completed with accuracy and timeliness

Selection Criteria

• High School Diploma or GED
• 1 year of experience in financial services, banking operations, or treasury payments
• Strong understanding of digital banking and treasury management tools
• Excellent communication and organizational skills
• Tech-savvy and comfortable navigating Microsoft Office and other platforms
• Detail-oriented, positive, and thrives in a fast-paced environment

Additional Requirements:

• Physical Demands of Position: While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and /or carry up to 10 pounds. Must be able to operate a motor vehicle.
• Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions.
• Equipment Used: The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
• EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit and business need.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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