Key Responsibilities

Client Onboarding & Implementation (NDG / HOA Focus)

• Manage end‑to‑end onboarding and ongoing maintenance of treasury management products and services for NDG and HOA clients, including property mgmt. firms and community associations.
• Serve as onboarding coordinator for implementations involving high‑volume operating accounts, assessment collections, disbursement activity, and multiple association or property structures.
• Review treasury management agreements, account documentation, and onboarding requests to ensure accuracy, completeness, and compliance with internal policy and client requirements.
• Coordinate client testing and implementation activities, including ACH collections and disbursements, wires, Positive Pay, remote deposit, lockbox (where applicable), and reporting solutions.
• Support onboarding efforts that may involve large numbers of accounts or repetitive structures, ensuring efficiency, consistency, and a smooth transition to ongoing service and support teams.

Product & Service Support

• Provide advanced product and service support for treasury management solutions used by NDG and HOA clients, researching and resolving complex onboarding or servicing issues.
• Act as a subject matter expert for treasury products and workflows commonly used in HOA and property mgmt. business models, including operating accounts, payment collections, disbursements, and reporting.
• Partner with internal teams (Relationship Management, Sales, Operations, Technology, Risk, Legal, and Product) to deliver coordinated solutions and resolve escalated client issues.
• Support the full product lifecycle from implementation through service activation, stabilization, and handoff to ongoing support teams.

Risk Management & Compliance

• Ensure adherence to all bank policies, procedures, and applicable banking laws and regulations related to treasury management services, including those applicable to fiduciary or association‑related funds.
• Identify, assess, and escalate operational, compliance, or client risk issues, including those related to payment controls, fraud mitigation, account entitlements, and segregation of funds.
• Maintain a high standard of integrity, discretion, and confidentiality when handling client, association, and member‑related information.

Process Improvement & Collaboration

• Identify opportunities to improve onboarding workflows, enhance efficiency, and strengthen the client experience for NDG and HOA clients, particularly in high‑volume or repeatable account structures.
• Participate in cross‑functional meetings and initiatives to support new products, process enhancements, and evolving client needs within the NDG and HOA segments.
• Gather data and prepare summaries or reports for management, audit, or internal stakeholders related to onboarding volume, service performance, or risk items.

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.

Basic Qualifications:

• High School Diploma required
• 3+ years of experience in treasury management, banking operations, or a related role supporting Commercial Banking, NDG, HOA, or property mgmt. focused clients.
• 3+ years experience with treasury management products and services, including payments, receivables, electronic banking, and depository solutions.
• 3+ years experience with analytical, problem‑solving, and organizational skills with the ability to manage high‑volume onboarding activity and multiple concurrent implementations.
• 3+ years experience with Microsoft Office applications (Excel, Word, PowerPoint, Outlook).

Preferred Qualifications:

• Bachelor’s degree in business, finance, accounting, or a related field, or equivalent relevant work experience.
• Excellent verbal and written communication skills, with the ability to interact directly with clients and internal partners.
• Experience supporting HOA mgmt. companies, property managers, or national deposit clients.
• Familiarity with HOA operating models, assessment collections, vendor disbursements, and high‑transaction payment environments.
• Account analysis experience and understanding of analyzed and hybrid account structures.
• Experience with treasury and banking platforms supporting ACH, wires, Positive Pay, remote deposit, lockbox, and online banking portals.
• Demonstrated ability to collaborate across functions and contribute to process improvement initiatives in a high‑volume, service‑oriented business environment.
• The position requires a high level of professionalism, adaptability, and commitment to delivering excellent client experiences in a fast‑paced, evolving environment.