Treasury Mgmt Customer Exp Specialist II (SafeCash)
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Location:
233 W 87th StreetChicago,IL45 North Pennsylvania StreetIndianapolis,IN7 Easton OvalColumbus,OH11100 Wayzata BlvdMinnetonka,MN101 South Tryon StreetCharlotte,NC310 Grant StreetPittsburgh,PA
- Reference Number: R0070237
Description
Job Summary
The Treasury Management Service & Onboarding (S&O) Specialist within the SafeCash/Managed Courier (Cash Receivables) team has a pivotal client-facing role providing direct support for clients, sales partners, and technical contacts working with SafeCash clients. This role involves ownership of the SafeCash/Managed Courier product implementation, onboarding, technical training, and ongoing maintenance tasks for cash solutions. 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. This role also requires strong working knowledge of cash vendors and the ability to manage customer profiles within vendor portals.
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.
- Provide end-to-end client support for SafeCash implementations, coordinating vendor portal onboarding, approval workflow setup, and customer profile management within third-party payment platforms.
- 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.
- Maintain customer data within vendor portals and Huntington Technology Financial (HTF) systems with a focus on accuracy, security, and compliance with internal controls and audit standards.
- 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.
- Monitor and analyze trends and usage patterns within cash management systems and vendor portals to identify training needs, configuration deficiencies, or workflow enhancements.
- 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.
- Partner closely with TM Product and third-party vendors to support updates, enhancements, and issue resolutions specific to cash management and vendor-based payment solutions.
- Knowledge of TM Product & Technology:
- Maintain up-to-date knowledge on products, services, departmental systems and related technology, policies, and procedures.
- Serve as a subject matter expert for cash solutions within third-party vendor portals. (i.e., Superior via Fiserv/CorPoint, Garda, Brinks)
- Documentation & Communication:
- Demonstrate excellent verbal and written communication skills across all levels of the organization.
- Document client spec sheet clearly and accurately for both internal reference and vendor use.
- 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.
- Drive continuous improvement by recommending strategic enhancements to cash management processes and vendor portal workflows informed by client feedback, usage trends, and recurring servicing needs.
Basic Qualifications
- High school diploma.
- 3+ years’ experience in Treasury Management.
Preferred Qualifications
- Exemplary verbal and written communication skills.
- Exceptional organizational skills and ability to work on multiple tasks simultaneously.
- Associates/Business degree, or related financial field.
- TM customer onboarding/service experience.
- Project Management experience.
- 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)
Workplace Type:
OfficeOur 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.
Compensation Range:
Total Base Pay Range 57,000.00 - 85,000.00 - 113,000.00 USD AnnualThe compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
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.