Treasury Onboarding Specialist

$40,000 - $50,000/Yr

Washington Federal - Boise, ID

Full-time - Entry Level

Boise, ID

Credit Intermediation and Related Activities

About the position

The Treasury Onboarding Specialist at WaFd Bank plays a crucial role in ensuring a seamless onboarding experience for new commercial clients. This position is responsible for supporting the Onboarding Team in developing high-quality onboarding processes for new commercial relationships. The specialist will also assist the Treasury Servicing team and Commercial Deposit Coordinators in implementing Treasury Services and Commercial Card Programs. The role emphasizes the importance of kindness and exceptional service to both co-workers and clients, reflecting WaFd Bank's core values. Key functions of the position include onboarding commercial clients by creating a consistent and professional experience across all markets. The specialist will establish timelines and communication plans tailored to each client, ensuring that they receive an exceptional onboarding experience with the bank's treasury and commercial card services. This includes providing high-level client satisfaction through effective delivery and operational functions of the bank's deposit and treasury management products and services. The specialist will also be responsible for providing exceptional phone support, resolving operational issues, and ensuring timely follow-up with clients. In addition to client onboarding, the specialist must adhere to compliance and audit oversight, closely following the bank's Information Security policies and procedures. This includes performing tasks that ensure compliance with federal and state regulations, such as the Bank Secrecy Act and USA Patriot Act. The specialist will be responsible for preparing necessary reports and maintaining the integrity of WaFd's business needs during account onboarding and servicing activities. Continuous education through eLearning courses and certifications is also a requirement of the position, ensuring that the specialist remains knowledgeable about compliance and operational standards.

Responsibilities

• Onboard commercial clients, ensuring a professional and consistent experience across all markets.
• Establish timelines and communication plans for client onboarding.
• Deliver exceptional onboarding experiences to commercial treasury and commercial card customers.
• Ensure high client satisfaction with the bank's deposit and treasury management products and services.
• Provide exceptional phone support with limited in-person client interaction.
• Resolve operational issues to customer satisfaction and escalate systematic issues as needed.
• Schedule follow-up calls with clients and coordinate with internal business lines.
• Schedule appointments for onboarding commercial clients with initial Card and/or TM services setup.
• Adhere to the bank's Information Security policies and procedures.
• Perform tasks affecting compliance with federal and state regulations, including AML/CFT.

Requirements

• Minimum of 2 years experience in banking/accounting/finance.
• Strong typing and clerical skills with a focus on accuracy and attention to detail.
• Proficiency in Microsoft Office, particularly Word and Excel.
• High level of organizational skills and clear verbal and written communication skills.
• Proven record of impeccable follow-through in tasks and responsibilities.
• Minimum of 4 years banking/accounting/finance experience, preferably in a Commercial Banking environment.
• Excellent relationship building and communication skills.
• Strong problem-solving skills and excellent time management abilities.
• Ability to work independently and as part of a team.

Nice-to-haves

• Experience in a Commercial Banking environment is preferred.
• Strong sales and customer service skills.

Benefits

• 401(k) with 7% employer matching
• Health insurance
• Paid parental leave
• Life and AD&D insurance
• Long-term disability
• Tuition reimbursement
• Employee assistance programs
• Pre-tax health and dependent-care spending plans
• Stock options
• Bonus programs
• Paid time off for vacation, sick days, and holidays