Treasury Management Onboarding Specialist

As a member of the Treasury Management (“TM”) Onboarding Team, you will collaborate with Treasury Management Advisors, Relationship Managers, and clients to provide direct support for onboarding and training on treasury management services. The TM Onboarding Specialist serves as the first point of contact for onboarding and implementation support.

Essential Functions/Responsibilities

• Onboard and support all TM services, including documentation, implementation, maintenance, updates, compliance, and risk reviews.
• Act as the first point of contact to high‑value commercial clients for problem resolution.
• Complete quality assurance on all implementations.
• Adhere to all Enterprise Risk Management policies and procedures.
• Remain current on products, services, policies, and procedures for TM.
• Provide training to all commercial clients who utilize TM products and services.
• Cross‑train on all TM Onboarding functionality; provide backup to other areas of the organization as needed.
• Provide project‑based support for commercial clients during product updates as needed.

Minimum Knowledge, Skills, and Abilities

• Bachelor’s degree or equivalent work experience with 5+ years of commercial banking support or TM support experience.
• Demonstrated service‑oriented skill set.
• Strong analytical skills.
• Excellent verbal and written communication skills.
• Strong working knowledge of Microsoft Excel, Word, and PowerPoint.

Preferred Knowledge and Skills

• Experience with client presentations.
• Experience training others on digitally based TM solutions.

Level of Complexity and Scope

• Detail‑oriented and organized to establish and manage multiple client priorities.
• Ability to establish and manage expectations for clients and internal partners.

Degree of Independence and Decision‑Making

• Self‑motivated with the ability to work independently.

Supervisory Responsibilities

No supervisory responsibilities.

Physical Requirements

• Prolonged periods of desk work.
• Frequent use of computer, keyboard, phone, and office equipment.
• Occasional lifting and carrying of light objects (up to 10‑15 pounds).
• Occasional reaching for items on shelves or in drawers.
• Clear and effective communication in person and over the phone.
• Ability to move within an office environment.

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by state and federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti‑Money Laundering, OFAC, and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Benefits

• Comprehensive benefits and programs that support holistic wellbeing (see Benefits Guide).
• All roles are incentive eligible, except Co‑Op, Intern, or Student positions.