Treasury Management Customer Exp Specialist II

Treasury Management Customer Exp Specialist II Farmers Branch, TX Job Details Full-time $57,000 - $113,000 a year 1 day ago Qualifications Treasury management Customer communication Customer relationship building Client onboarding Treasury operations Regulatory compliance Data reporting Research Mid-level Risk mitigation strategy implementation Improving operational efficiency Technical support 3 years High school diploma or GED Post-sales client support Continuous improvement Industry knowledge of financial regulations Organizational skills Cash management Productivity software Cross-functional collaboration Escalation handling Grammar Experience Communication skills Banking Technical Proficiency Project stakeholder communication Regulatory compliance management Stakeholder relationship building Cross-functional communication Progress tracking (project management tasks) Stakeholder management Full Job Description Description The Treasury Management Service Specialist for Specialized Products has a pivotal role, providing direct support for clients, sales partners, and technical contacts working with specialized products including, but not limited to eBill Present & Pay, Integrated Receivables, and Print & Mail. This role involves ownership of product implementation tasks, establishing goals and milestones throughout specialized product implementations, and tracking progress. The specialist is responsible for servicing and research related to specialized products, identifying and prioritizing issue resolution, and ensuring adherence to timelines and achievement of milestones through a disciplined approach to implementation, service, research, and issue resolution.

Key Responsibilities:

Client Relationship Management:

Develop and manage strong relationships with clients utilizing Huntington's Specialized Product solutions, offering ongoing support to ensure evolving needs are met. Take ownership of service and research inquiries, troubleshoot issues, and resolve any concerns related to the Specialized Products supported. Identify and engage key partners such as TM product partners, vendors, TM Sales, TM Service, and other technical contacts to resolve issues and provide thought-based solutions. Communicate proactively with a solution-focused approach to ensure transparency, foster collaboration, and keep stakeholders consistently informed on progress, challenges, and resolution plans.

Compliance & Risk Management:

Ensure that all treasury and cash management processes adhere to the bank's compliance policies, as well as federal and state regulations governing the services supported. Follow established risk guidelines and ensure a timely resolution to mitigate any customer complaint. Proactively escalate issues requiring senior management engagement to ensure swift resolution.

Reporting & Analysis:

Create and monitor performance reports. Leverage insights from these reports to address customer and partner needs effectively and identify opportunities for process improvements.

Cross Department Collaboration:

Collaborate with internal departments, such as Product, Sales, Service & Onboarding, Technical Support, and Operations to address client needs and ensure that service delivery aligns with organizational standards. Facilitate client meetings to review project status, address questions, and confirm project alignment with client goals.

Overall TM Product & Technology Knowledge:

Maintain up-to-date knowledge on products, services, departmental systems and related technology, policies, and procedures.

Documentation & Communication:

Demonstrate excellent verbal and written communication skills across all levels of the organization.

Continuous Improvement & Process Optimization:

Identify opportunities to enhance onboarding processes and improve client experience. Assist in modifying training materials, procedural documentation, and process guides to support ongoing improvement.

Basic Qualifications:

High School Diploma 3 or more years of Treasury Management experience

Preferred Qualifications:

Strong alignment to Huntington's core values: Can-Do Attitude, Service Heart, and Forward Thinking. Ability to quickly develop a deep understanding of Huntington's Treasury Management product suite. Exceptional collaboration skills with the ability to engage cross-functional teams and external partners to drive results. Demonstrated expertise in onboarding and implementing commercial treasury products, including both technical components and client-facing execution. Proven Treasury Management background with experience driving complex implementations and delivering results under demanding timelines. Excellent written and verbal communication skills, including professional grammar and demeanor. Skilled communicator capable of providing clear, concise direction, resolving challenges, and proactively escalating issues when needed. Proficiency in Microsoft Office Suite.

Exempt Status:

(Yes = not eligible for overtime pay) ( No = eligible for overtime pay)

Yes 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. Note to

Agency Recruiters:

Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.