Treasury Mgmt Service Specialist II
Huntington National Bank
Job Summary The Treasury Management Service Specialist II – Commercial Real Estate (CRE) supports clients within the Commercial Real Estate and CIC business segments by delivering high‑touch treasury management onboarding, implementation, and advanced service support. This role focuses on real estate owners, operators, developers, investors, and related entities that require sophisticated operating account structures, cash flow management, and payment solutions. The TM Service Specialist II partners closely with Relationship Managers, Treasury Sales, Operations, Risk, Legal, and Product teams to ensure accurate execution, strong risk management, and consistent, high‑touch client experience aligned to the needs of CRE and CIC clients. Description The Treasury Management Service Specialist II – Commercial Real Estate (CRE) supports clients within the Commercial Real Estate and CIC business segments by delivering high‑touch treasury management onboarding, implementation, and advanced service support. This role focuses on real estate owners, operators, developers, investors, and related entities that require sophisticated operating account structures, cash flow management, and payment solutions. The TM Service Specialist II partners closely with Relationship Managers, Treasury Sales, Operations, Risk, Legal, and Product teams to ensure accurate execution, strong risk management, and consistent, high‑touch client experience aligned to the needs of CRE and CIC clients. Key Responsibilities Client Onboarding & Implementation (CRE / CIC Focus) Manage end‑to‑end onboarding, implementation, and product maintenance for CRE and CIC clients with complex operating and transactional needs. Serve as onboarding coordinator for implementations supporting real estate operating entities, investment vehicles, and related account structures. Review and validate entitlement structures, user roles, dual controls, ACH and wire limits, and approval workflows in alignment with client operating needs and bank policy. Review and validate treasury management agreements and internal onboarding forms to ensure accuracy, completeness, and compliance with policy & procedure and regulatory requirements. Coordinate implementation activities, including but not limited to ACH files (CSV and NACHA formats), Positive Pay, BAI reporting, standing transfer orders, and Transmissions Support specialized onboarding processes that may span extended timelines due to approvals, diligence, and system integrations. Coordinate testing and cutover for ACH, wires, Remote Deposit Capture (RDC), Positive Pay, and reporting services. Conduct post‑implementation reviews to ensure stability and proper usage. Product & Service Support Provide advanced product and service support for treasury management solutions used by CRE and CIC clients, researching and resolving complex onboarding or servicing issues. Act as a subject matter expert for treasury products and workflows supporting enterprise‑level and specialty business models, including centralized cash management, payment controls, reporting, and liquidity support. Serve as escalation point for complex onboarding and servicing issues. Troubleshoot payment exceptions, file errors, entitlement issues, and Positive Pay decisioning; identify root causes and implement durable solutions. Partner with internal teams (Relationship Management, Sales, Operations, Technology, Risk, Legal, and Product) to deliver coordinated, end‑to‑end solutions and resolve escalated issues. Support the full product lifecycle from implementation through service activation, and stabilization. Provide clear, timely, and effective verbal and written communication, ensuring productive engagement with sophisticated clients, cross‑functional partners, and key external stakeholders. Proactively resolve customer issues while building and maintaining positive client relationships. Risk Management & Compliance Ensure adherence to all bank policies, procedures, and applicable banking laws and regulations related to treasury management services. Enforce strong controls around entitlements, segregation of duties, dual approvals, fraud‑prevention tools, and documentation standards. Identify, assess, and elevate operational or client risk issues in accordance with policy. Ensure implementations and service activities are audit‑ready and properly documented. Maintain a high standard of integrity, discretion, and confidentiality when handling sensitive client and bank information. Process Improvement & Collaboration Identify opportunities to improve onboarding workflows, enhance efficiency, and strengthen the client experience for CRE and CIC clients. Partner with Relationship Managers, Treasury Sales, Operations, Risk, and Product teams to deliver coordinated solutions and manage client expectations. Support sequencing of additional treasury services as clients grow or complexity increases. Participate in cross‑functional meetings and initiatives aimed at strengthening product capabilities, closing operational gaps, and improving client experience. Leadership & Development Serve as a mentor and resource for less experienced Treasury Management Service Specialists, sharing product knowledge and best practices. Demonstrate a collaborative, service‑focused approach that supports a high‑performance team environment. Required Qualifications Bachelor’s degree in business, finance, or a related field 3+ years experience in treasury management, banking operations, or a related role supporting Commercial Banking, CRE, or CIC clients. 3+ years experience with core treasury products and services, including payments, receivables, electronic banking, and depository solutions. 3+ years experience leading implementations, resolving escalations, and working directly with clients and senior internal partners. 3+ years analytical and problem‑solving experience and organizational skills with the ability to manage multiple complex onboarding projects and extended timelines. 3+ years experience with project management, analytical, and communication skills. 3+ years experience with Microsoft Office applications (Excel, Word, PowerPoint, Outlook). Preferred Qualifications Superior client service skills/attitude. General working knowledge of all applicable banking laws and regulations. Strong oral presentation skills in speaking with clients, both in person and over the phone. Strong change management skills and ability to work at a consistently changing pace. Strong organizational skills to include effective time management in all key responsibilities of job. Strong analytical, problem solving, and decision‑making skills. A self‑motivated, results‑oriented professional with the ability to manage multiple priorities and interruptions in fast‑paced, high‑performance environments while consistently meeting deadlines. Demonstrated ability to influence and establish positive working relationships across the organization required. Experience supporting Commercial Real Estate owners, operators, developers, investors, or CIC‑aligned clients. Familiarity with real estate operating account structures, cash flow management, and transaction‑heavy payment environments. Familiarity with NACHA rules, entitlement best practices, and fraud‑prevention frameworks. Experience with advanced treasury services (e.g., lockbox, integrated payables). Account analysis experience and understanding of analyzed and hybrid account structures. Experience with treasury and banking platforms supporting ACH, wires, Positive Pay, remote deposit, BAI reporting, and online banking portals. Demonstrated ability to collaborate across functions and contribute to process improvement initiatives in a fast‑growing specialty business. Exempt Status (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) No Workplace Type Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in‑office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F‑1 students, H‑1B professionals, O‑1 workers, TN workers, E‑3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full‑time basis. Huntington is an Equal Opportunity Employer. Tobacco‑Free Hiring Practice: Visit Huntington's Career Web Site for more details. #J-18808-Ljbffr Huntington National Bank
- BOK Financial is seeking a Treasury Client Services Professional II to support corporate card clients and program administrators in a fast-paced environment. You will work closely with Card Sales, Account Managers, and Treasury Officers to deliver proactive, consultative...Suggested
$24 - $44.5 per hour
DescriptionSummary: The Treasury Management Service Specialist I provides onboarding, maintenance, and day‑to‑day service support for Business Banking and... ...issues, or higher‑risk items to TM Service Specialist II or service partners as appropriate.Risk Management & ComplianceEnsure...SuggestedFull timeH1bWork at officeRemote workWork from homeFlexible hours- DescriptionSummary: The Commercial Relationship Service Specialist II is the primary point of contact for assigned Commercial customers and... ...years in commercial banking with a focus in deposits, loans, treasury management, customer service, banking operations and high...SuggestedFull timeH1bWork at officeRemote workWork from homeFlexible hours
- PrimeWay Federal Credit Union in Houston seeks a Financial Service Representative II to deliver member services, process cash and non-cash transactions, and help identify financial solutions. The role requires building member relationships and promoting PrimeWay products...Suggested
- ...Business Banking Relationship Manager II (Houston) Make banking a Fifth Third better We connect... ...identifying needs and providing needs based solutions and services to the client. Services would include loans, deposits, treasury management, and all other applicable banking...SuggestedWork experience placementWork at officeLocal area
- Cox Automotive is seeking a Dealer Services Specialist II to cultivate relationships and drive solutions for dealerships within the assigned territory. This role requires proactive client engagement, industry insight, and strong coordination across multiple Cox units to...
- East West Bank is seeking a GTP Senior Service Associate to deliver world-class customer service for commercial clients through Treasury Management products. Reporting to the Global Transactions Services Group Manager, the role handles inquiries, cases and escalations within...
- We’re searching for an Ambulatory Services Representative II with our Outpatient Epilepsy Monitoring Unit - someone who’s ready to be part of the best ranked children’s hospital in Texas, and among the best in the nation. In this position, you will provide excellent customer...Work at officeLocal area
- ...Private Client Advisor II Houston, Texas To proceed with your application, you... ...career paths - whether shaped by military service, community college education, or a wide range... ...work with and identify the need for team specialists; collaborate closely with other team...Work at officeFlexible hoursShift workDay shift
- ...Job Description We're searching for an Ambulatory Services Representative II with our Outpatient Sleep Center at the West Campus location someone who's ready to be part of the best ranked children's hospital in Texas, and among the best in the nation. In this position...Work at officeLocal area
- ...Customer Service Representative II - Parts Inventory The Fleet Management Department is seeking a Customer Service Representative II - Parts Inventory, for the Parts Division. This position performs a variety of manual and clerical duties related to the ordering, purchasing...Work at officeRemote workFlexible hours
- ...Customer Service Associate II Your positive, friendly disposition and eagerness to get things done make you the right person for our Customer Service Associate II position. Join our team today and let's create an inviting shopping experience for our customers. Your...Contract workPart timeLocal area
$18 - $32 per hour
...Ambulatory Service Representative II Explore opportunities with Kelsey-Seybold Clinic, part of the Optum family of businesses. Work with one of the nation's leading health care organizations and build your career at one of our 40+ locations throughout Houston. Be part...Hourly payMinimum wageFull timeWork experience placementWork at officeLocal area- ...Customer Care Specialist II Cox Fleet keep your fleet moving. Headquarters in Indianapolis, Cox Fleet, has grown to become one of the... ...the leading provider of on-site mobile maintenance and repair services nationwide, offering mobile on-site fleet service for light...Currently hiringWork at office
$18 - $32 per hour
...Connecting. Growing together. Primary Responsibilities Customer Service: Commits to collaborative interaction with patients to achieve... ...-related industry OR 1+ years KSC ASR I with 6 months ASR II cross-training experience and the successful completion of Epic...Hourly payMinimum wageFull timeWork experience placementWork at officeLocal areaImmediate start- ...Account Specialist II Location: Houston, TX, US, 77056 Facility: Williams Tower -130 Division: Intermediates & Derivatives and Enterpri... ...several areas; these includelogistics, customer fulfillment, services, trade compliance, and support for business processes and systems...Work at office
- ...Job Description Job Description Description: Position Title: CSR (Customer Service Representative) II Department: Project Management Reports To: Director of Project Management FLSA Classification: Non-Exempt Job Type: Full-Time (On-Site) Schedule...Full timeWork at officeMonday to Friday
- We’re searching for apart-time Ambulatory Services Representative II with our Outpatient Urology Clinic at The West Campus location- someone who’s ready to be part of the best ranked children’s hospital in Texas, and among the best in the nation. In this position, you...Work at office
- ...Clinical Ambulatory Services Representative II-Outpatient Wound Care Clinic We are searching for a Clinical Ambulatory Services Representative II-Outpatient Wound Care Clinic in The Medical Center - someone who works well in a fast-paced setting. In this position,...Work at office
- TCH Medical Center in Houston seeks an Ambulatory Services Representative II for the Outpatient Epilepsy Monitoring Unit to be the first contact for patients, providers and staff accessing ambulatory clinics, including virtual visits. You will handle registration, scheduling...
- As an Account Manager II here at Honeywell, you will play a crucial role in driving the company's success. Your expertise in managing... ...-focused mindset with a passion for delivering exceptional serviceAbility to work independently and as part of a teamContinuous learning...Temporary workWork at officeFlexible hours
- ...Job Description As an Account Manager II here at Honeywell, you will play a crucial role in driving the company's success. Your... ...-focused mindset with a passion for delivering exceptional service Ability to work independently and as part of a team Continuous...Temporary workWork at officeFlexible hours
- ...Facilities Project Manager IIWe are searching for a Facilities Project Manager II -- someone who works well in a fast-paced setting. In this position, you will plan and manage the outcomes of renovation and construction projects for Texas Children's and assist departments...Work at officeLocal areaShift work
- ...We are searching for a Facilities Project Manager II -- someone who works well in a fast-paced setting. In this position, you will plan and manage the outcomes of renovation and construction projects for Texas Children's and assist departments in developing estimates...Work at office
- The Case Manager II at Harris County Sheriff’s Office provides comprehensive, individualized case management for an assigned caseload... ..., develop care plans, coordinate in-jail and community services, monitor progress, and support discharge planning. You will work...Work at office
- Catholic Charities of the Archdiocese of Galveston-Houston is seeking a Senior Services Program Case Manager II to provide necessary services to senior clients. This role involves conducting psycho-social assessments, coordinating services, and managing client care while...
- Overview Title: Financial Service Representative (FSR) II Department: Retail Operations Reports To: Retail Center Manager Employment Status: Full-Time Classification: Non-Exempt Position Summary: This position calls for individuals who are compassionate, accountable, bring...Full timeWork at office
- East West Bank is seeking a GTP Senior Service Associate to deliver world-class customer service for commercial customers using Treasury Management products. The role reports to the Global Transactions Services Group Manager and emphasizes first-call resolution and secure...
- East West Bank is seeking a GTP Senior Service Associate to deliver world-class service to commercial clients within Treasury Management. You will handle inquiries, resolve issues, and ensure timely responses across channels, aligned with SLAs. Reporting to the Global...
- A leading engineering firm in Houston, Texas, is seeking an Existing Building Commissioning Project Manager II. This role involves managing HVAC projects and ensuring effective client communication while implementing quality control measures. The ideal candidate should...For subcontractor
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Treasury Mgmt Service Specialist II. Be the first to apply!
- health service specialist Houston, TX
- office service associate Houston, TX
- patient service specialist Houston, TX
- flight service specialist Houston, TX
- support services associate Houston, TX
- food service officer Houston, TX
- service administrator Houston, TX
- human services specialist Houston, TX
- honda service advisor Houston, TX
- public service officer Houston, TX


