WaFd Bank
Treasury Servicing Specialist II
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Job Description
Min: USD $22.06/Hr. Max: USD $27.94/Hr. Job Summary:
The Treasury Servicing Specialist II provides expert support for the bank’s Treasury Management clients and colleagues by ensuring accurate setup, maintenance, and servicing of Treasury products and corporate digital banking services. This role acts as the primary point of contact for commercial clients and internal partners, resolving inquiries efficiently while maintaining a high standard of customer service, accuracy, and compliance.
The specialist plays a critical role in ensuring that Treasury products such as ACH, Wires, Remote Deposit Capture, and Treasury Prime are functioning smoothly and aligned with client needs.
Along with the key functions listed below, each position will be expected to uphold the value that WaFd Bank places on simply being kind when servicing our co-workers and clients.
KEY FUNCTIONS
This position aids and supports the department as follows:
Client Servicing & Support
* Serve as the point of contact for Treasury Management clients, providing prompt and professional assistance on products, systems, and services * Process new client setups, maintenance requests, and service changes for Treasury Management products (ACH, Wires, Remote Deposit, Online Banking, Positive Pay, Lockbox, etc.) * Troubleshoot and resolve client issues, coordinating with internal departments as needed * Provide technical support and client training for Treasury systems
Operational Excellence
* Accurately process documentation and requests in accordance with bank policies, procedures, and regulatory requirements * Maintain detailed records of client interactions and service requests in Salesforce engaging relationship team appropriately * Monitor system alerts, error reports, and exception items to ensure timely resolution * Assist with Treasury system testing, upgrades, and implementations as requested by the Product teams
Collaboration & Relationship Management
* Partner wi...
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