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Treasury Services Associate Jobs (NOW HIRING)

Allegis Group

Treasury Associate

Hanover, MD

$49K - $74K/yr

Manage customer service questions and issues by demonstrating an understanding of our bank product ... Provide various support to treasury projects as requested. Minimum Education and/or Experience:

Northeast Bank

Treasury Services Coordinator

Lewiston, ME · On-site

$27 - $32/hr

Northeast Bank is a full-service community bank and a national commercial real estate lender with ... Associate degree or 3 years' experience in a business banking environment. PHYSICAL DEMANDS AND ...

Fund Services Group

Treasury Associate

Houston, TX · Remote

$45K - $60K/yr

Treasury Associate FSG is the opportunity to learn and experience the finance industry for a people ... Facilitating treasury services, including capital requirements for our clients, individual ...

New

Fund Services Group

Treasury Associate

Houston, TX · On-site +1

$45K - $60K/yr

Treasury Associate FSG is the opportunity to learn and experience the finance industry for a people ... Facilitating treasury services, including capital requirements for our clients, individual ...

Allegis Group

Treasury Associate

Hanover, MD · On-site

$49K - $74K/yr

Support all levels of the Treasury Department by executing critical processes to ensure effective ... Manage customer service questions and issues by demonstrating an understanding of our bank product ...

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Treasury Services Associate information

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$31K

$57.3K

$89K

How much do treasury services associate jobs pay per year?

As of Aug 21, 2026, the average yearly pay for treasury services associate in the United States is $57,338.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $65,000.00 per year, depending on experience, location, and employer.

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 cities are hiring for Treasury Services Associate jobs?

Cities with the most Treasury Services Associate job openings:

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

The most popular types of Treasury Services jobs are:

What states have the most Treasury Services Associate jobs?

States with the most job openings for Treasury Services Associate jobs include:

Treasury Services Associate jobs near you

Treasury Client Services Prof III

BOK Financial

Oklahoma City, OK • On-site

Full-time

Re-posted 7 days ago

Job description

Req ID: 77892
Location: Oklahoma City -OKC, Tulsa -TUL, Fort Worth -FTWT
Areas of Interest: Branch Business Banking; Consumer Banker; Consumer Banking; Treasury Services
Pay Transparency Salary Range: Not Available
Application Deadline: 09/03/2026
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.
Bonus Type
Discretionary
Summary
As the treasury management team, we engage directly with clients, providing market insights and best practices on areas such as treasury optimization, reducing fraud risk, working capital benchmarking, and industry-leading trends. We define strategic goals and develop holistic strategies, using a proactive approach to deliver cutting-edge solutions that meet our clients' evolving needs.
Job Description
The Treasury Client Services Professional III serves as the primary point of contact for a designated portfolio of clients providing technical and operational support on DDA and Treasury Management Products and Services. The TCSP III works independently to assist customers set their daily cash position and related investment options and resolve daily customer issues/concerns. Portfolio level varies from moderately complex to complex and incumbents work independently with moderate guidance from Supervisor seeking assistance on most complex client communications and approvals.
Team Culture
At BOKF, our treasury services culture thrives on integrity, collaboration, and innovation. We create an environment where team members are empowered to share their perspectives and drive success. Our dedication to continuous learning keeps us at the forefront of industry trends, enabling us to deliver exceptional solutions for our clients. Join us to be part of an energetic, supportive, and visionary team where your skills are celebrated, and your career can thrive.
How You'll Spend Your Time
  • You will independently manage complex Treasury client accounts, ensuring accurate setup and functionality.
  • You will review and verify legal and regulatory documentation for new and existing account openings.
  • You will collaborate with Compliance and Legal teams to resolve documentation issues.
  • You will troubleshoot and resolve technical issues, updating clients promptly per the End-of-Day Directive.
  • You will coordinate with internal teams and vendors to resolve problems and improve processes.
  • You will build strong client relationships through proactive outreach, fraud prevention, and training.
  • You will mentor junior team members and continuously expand your product and system knowledge.

Education & Experience Requirements
This level of knowledge is normally acquired through completion of an Associate's Degree in a Business related field (Bachelor's preferred) and 4 years' experience in banking and treasury client servicing or an equivalent combination of education and experience.
Advanced understanding of:
  • Banking regulations
  • Deposit products/services
  • Treasury products/service
  • Advanced Excel and Word experience
  • Advanced oral and written communication skills to effectively represent self and BOKF
  • Demonstrated ability to establish and build healthy working partnerships with clients, vendors and peer.
  • Advanced conceptual thinking and analytical skills with the ability to provide resolution to problems of a moderate complexity
  • Ability to effectively plan time, method, manner and sequence of own work assignments Demonstrated ability to establish and build healthy working partnerships with clients, vendors and peer.

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.
Please contact recruiting_coordinators@bokf.com with any questions.

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