Treasury Management Specialist

🔥 10 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🚫👨‍🎓 No degree required

Where this job comes from

Posted on Climate First Bank's careers page, not through a job board

First seen by Remote Rocketship 10 minutes ago

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Logo of Climate First Bank

Climate First Bank

51 - 200 employees

Founded 2020

🏦 Banking

⚡ Energy

Banking • Energy

Climate First Bank is a mission-driven, FDIC‑insured bank that focuses on climate and community impact while offering full-service personal and business banking. The bank provides impact-oriented deposit products (Impact Checking, Impact Money Market, CDs), consumer and residential mortgage lending, and a prominent solar financing program (consumer and commercial solar loans, project energy finance) designed to fund emissions-reducing home and infrastructure upgrades. Climate First also offers business banking (SBA lending, factoring/ABL, business money market accounts), ESOP financing, a mobile app and online banking, and tools like a Deposit Impact Calculator and a Demand Deposit Marketplace. The institution highlights impact metrics (e. g. , 9,000+ households supported through its solar loan program, 30,000+ customers, $67M strategic funding round) and emphasizes transparent, mission-aligned lending and stewardship.

📋 Description

• Implement and maintain Treasury Management and Business Online Banking relationships for new and existing commercial clients • Establish and maintain client profiles, companies, accounts, users, roles, entitlements, transaction limits, and payment services in applicable banking systems • Perform customer and account-level maintenance in Jack Henry systems • Support ACH origination, domestic and international wires, Positive Pay, Remote Deposit Capture, Mobile Deposit, Business Bill Pay, and dual-control services • Review enrollment and maintenance documentation for completeness, accuracy, authorization, approved services, accounts, limits, users, and entitlements • Perform quality-control reviews to ensure system setups match approved customer documentation and bank approvals • Identify and resolve incomplete documentation, conflicting instructions, and system discrepancies • Troubleshoot client access, entitlement, payment, and system-related issues through resolution • Partner with clients, bankers, branch personnel, internal operations teams, and third-party vendors • Escalate system issues to Jack Henry or other vendors and assist with product and system questions • Maintain accurate records of implementations, maintenance requests, approvals, and completed system changes • Follow dual-control, information security, risk management, and operational procedures • Maintain procedures, job aids, and checklists • Participate in initiatives improving efficiency, accuracy, controls, and client experience • Provide backup and support to Treasury Management team members • Manage competing implementations, maintenance requests, and service issues • Complete compliance and IT training and support fraud prevention • Participate in cognitive and personality assessments, application review, conversation stages, credit and background checks, and reference chats

🎯 Requirements

• Minimum one year of hands-on Jack Henry banking system experience required • Minimum five years of experience in Treasury Management, business banking, electronic banking, deposit operations, or a related banking operations environment preferred • Working knowledge of ACH, wires, Positive Pay, Remote Deposit Capture, commercial online banking, user access, permissions, transaction limits, and dual-control concepts • Experience with banking-system setup, maintenance, client implementation, and translating approved documentation into accurate system configurations • Strong analytical, organizational, problem-solving, client-service, written communication, and verbal communication skills • AAP, CTP, or a related certification is a plus • SilverLake and/or Jack Henry Treasury Management experience strongly preferred • Working knowledge of NACHA requirements preferred • Familiarity with SilverLake, Jack Henry Treasury Management, Treasury Management Back Office v2, and Jack Henry digital banking solutions strongly valued • Commitment to environmental, social, economic, and racial justice • Must stay informed of applicable regulatory requirements and complete mandatory compliance and IT training • Must pursue and demonstrate understanding of Bank policies, procedures, and regulations • Must affirm being a non-smoker or commit to cessation within 90 days of offer acceptance • Ability to perform sustained standing and sitting, frequent speaking and listening, PC use and typing, sustained monitor attention, and occasional lifting up to 20 lbs • Valid U.S. work authorization required; visa sponsorship is not offered

🏖️ Benefits

• Annual bonus, incentives and equity may be available • 100% employer-paid health coverage for employees; employer contribution for dependents • Medical, dental and vision insurance • Health Savings Account (HSA) • Free Teladoc telemedicine access • 401(k) with 6% employer match and no vesting period • Employee stock options • Exclusive employee banking perks • 0% financing for employee solar loans • Employee-only mortgage product with exclusive interest rates and terms • 0% financing for eligible electric vehicles • Referral incentives • 2–4 weeks of vacation plus additional tenure-based time • 64 hours of paid sick time for full-time employees • Company-paid life insurance • Short- and long-term disability insurance • Voluntary life, accident and critical illness coverage • Employee Assistance Program with free counseling, legal and financial services • Remote work within the United States • Occasional U.S. travel for company events or leadership sessions

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