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Treasury Services Associate Jobs in Indiana (NOW HIRING)

Blue Moon Estate Sales

Estate Sales Associate

Fishers, IN · On-site

$15 - $17/hr

Training & development Estate Sale Associates At Blue Moon Estate Sales we pride ourselves in ... We pride ourselves on delivering professional services, exciting treasures and stellar experiences ...

Blue Moon Estate Sales

Estate Sales Associate

Fishers, IN · On-site

$15 - $17/hr

Training & development Estate Sale Associates At Blue Moon Estate Sales we pride ourselves in ... We pride ourselves on delivering professional services, exciting treasures and stellar experiences ...

Carrington

Mortgage Wire Desk, II Analyst

Westfield, IN · On-site

$24 - $33.65/hr

... treasury/cash management initiatives and projects, such as bank account management, banking service ... Carrington Associates. For more information about Carrington Charitable Foundation, and the ...

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Treasury Services Associate information

What is a Treasury Services Associate?

Treasury Services Associates are entry-level professionals who support the management and optimization of a company's cash flow, liquidity, and financial transactions. They assist with tasks such as processing payments, managing bank accounts, reconciling statements, and supporting the implementation of treasury solutions. These associates often work closely with senior treasury staff to ensure efficient daily operations and compliance with financial policies. Their role is crucial in helping organizations manage their financial resources effectively and mitigate financial risks.

What are some typical challenges Treasury Services Associates face when managing cash flow and liquidity for clients?

Treasury Services Associates often encounter challenges such as balancing the need for liquidity with minimizing idle cash, adapting to rapidly changing market conditions, and ensuring compliance with regulatory requirements. They must be detail-oriented to monitor large volumes of transactions and proactive in identifying discrepancies or potential risks. Collaborating closely with internal teams and clients, they also need to communicate complex financial concepts clearly while maintaining strong client relationships.

What are the key skills and qualifications needed to thrive as a Treasury Services Associate, and why are they important?

To thrive as a Treasury Services Associate, you need strong analytical abilities, attention to detail, and a solid understanding of finance or accounting, often supported by a relevant degree. Familiarity with treasury management systems, financial software like Excel, and knowledge of regulations such as AML/KYC are typically required. Excellent communication, problem-solving, and client service skills help set you apart in this role. These competencies are crucial for ensuring accurate transaction processing, regulatory compliance, and effective client support in financial operations.

What is the difference between Treasury Services Associate vs Cash Management Specialist?

AspectTreasury Services AssociateCash Management Specialist
Required CredentialsBachelor's degree, relevant certifications often preferredBachelor's degree, certifications like CAMS or CTP beneficial
Work EnvironmentBanking or financial institution, corporate treasury teamsBanking, financial services, corporate treasury departments
Employer & Industry UsageCommonly employed in banks and financial institutionsUsed in banks, corporations, and financial service firms
Comparison Search IntentUnderstanding roles in treasury operationsFocusing on cash flow management and banking services

The Treasury Services Associate and Cash Management Specialist roles both involve working within treasury and banking environments, often requiring similar educational backgrounds and certifications. While the Treasury Services Associate typically supports treasury operations and client services, the Cash Management Specialist focuses more on managing cash flow and banking solutions. Both roles are integral to financial institutions and corporate treasury teams, with overlapping skills but distinct primary responsibilities.

What are the most commonly searched types of Treasury Services jobs in Indiana?

The most popular types of Treasury Services jobs in Indiana are:

Treasury Services Associate jobs near you

Treasury Management Onboarding Specialist

Columbus, IN • On-site

First Baptist Church of Alamance
See more jobs at First Baptist Church of Alamanceexternal

Full-time

Posted 23 days ago

Job description

We do the right things, right now.  We do them in a way that is relevant to our clients.  Become a part of our history as it continues to be written! 
If you are interested and qualified for this role, we invite you to apply.

As a member of the Treasury Management ("TM") Onboarding Team, this individual will collaborate with Treasury Management Advisors, Relationship Managers and our clients to provide a direct support function to onboard and train clients with treasury management services. The TM Onboarding Specialist will act as the "first point of contact" for all 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; providing 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 Needed to Perform Essential Functions of the Job

  • Bachelor's Degree or similar work experience with 5 or more 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 with training others on digitally based TM solutions

Level of Complexity and Scope

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

Degree of Independence and Decision-Making

  • Must be self-motivated and ability to work independently.

Required Supervisory Responsibilities

  • No supervisory responsibilities.

Physical Requirements

  • Prolonged periods of deskwork.
  • Frequent use of computer, keyboard, phone and office equipment.
  • Occasionally lifting and carrying light objects, typically up to 10-15 pounds.
  • Occasionally 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.

Development and Training

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.

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