Treasury Service Specialist
Kendall Bank
Job Description
Job Description
Are you a proactive, friendly, persuasive person? Do you love to move fast and
juggle several projects? Are you known for producing excellent, polished work? Do
you enjoy ensuring that every client has a completely positive experience?
If so, we may have the perfect role for you to achieve your professional goals alongside other proven winners.
The Treasury Services Specialist serves as both a front‑line brand ambassador for the Bank and a key support resource for the Treasury Services Manager. This dual‑capacity role provides comprehensive support to the Treasury Services Department, assisting with onboarding new TS clients, opening accounts, setting up digital and treasury products, performing risk reviews, preparing documentation, and supporting ongoing client needs. The Specialist plays a critical role in delivering an excellent client experience, strengthening TS sales efforts, and maintaining operational integrity.
In addition, this position ensures exceptional client service by greeting and assisting clients and prospects and answering the main phone line. Leads and encourages a positive working environment with a can-do and collaborative focus which fosters our Mission, Vision and growth plans. Adheres to all bank established policies, procedures, and overall banking/compliance regulations.
Vacancy posted 15 days ago
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