- Houston, Texas, United States
- Hybrid
- Full-time · Entry
- 1–3 years
Provides onboarding, maintenance, and day-to-day service support for Business Banking and Commercial clients, focusing on executing standard implementations and resolving routing issues.
Responsibilities
- Execute standard treasury onboarding, implementation, and product maintenance
- Review and validate treasury management agreements and internal onboarding forms
- Coordinate implementation activities including ACH files (CSV and NACHA), Positive Pay, BAI reporting, and transfer orders
- Schedule and deliver client training on treasury platforms and payment workflows
- Support checking and savings account opening activities including KYC/AML compliance
Requirements
- Bachelor’s Degree
- Nice to have: Business Banking or Commercial Banking experience
- Nice to have: NACHA file formats
- Nice to have: fraud prevention tools
- Nice to have: ACH