Treasury Operations & Onboarding Specialist

TBO Bank (AKA The Bank of Opportunity) has been serving customers from our hometown location in Orrick, Missouri and our newest location in Prairie Village, KS. We’ve taken pride in building banking relationships that have spanned decades. Now we’re bringing “the feel” of hometown banking to a broader landscape. Our mission: to connect and empower in a way that is human, relatable and real. As we expand the reach of our relationships, you can feel secure working for a bank that just gets it.

Position Summary/Objective

We are seeking a detail-oriented and customer-focused Treasury Operations & Onboarding Specialist to support the successful implementation and ongoing servicing of treasury and payment solutions. This role serves as a key liaison between customers, internal partners, and operations teams to ensure seamless onboarding, accurate setup of services, and exceptional customer experience.

Essential Functions

Customer Onboarding & Implementation

• Coordinate end-to-end onboarding of treasury management customers, including ACH, wire, and other Treasury services
• Act as the primary point of contact for customers during implementation
• Coordinate with our referral partners on new customers
• Gather and document customer requirements
• Manage onboarding timelines and resolve issues

Treasury Operations & Support

• Configure and maintain treasury services within our systems
• Ensure accuracy of account setups and permissions
• Support daily treasury operations and exception handling
• Help with annual ACH customer reviews

Customer Experience & Relationship Support

• Provide training and guidance to customers on treasury products
• Respond to customer inquiries

Cross-Functional Collaboration

• Collaborate with Deposits, Compliance, Risk, and IT
• Identify process improvement opportunities

Experience and Qualifications

• 2–5+ years of experience in treasury management, payments, or banking operations
• Working knowledge of ACH, wires, and treasury services
• Strong attention to detail and multitasking ability
• Excellent communication and interpersonal skills
• AAP is a nice to have
• Ability to sit or stand for extended periods while working at a desk or computer.
• You must be able to use a computer and other office equipment (e.g., phone, printer).
• Ability to communicate effectively in person, via phone, and through written correspondence.
• Ability to concentrate and focus on tasks for extended periods in a fast-paced environment.

Physical Requirements**

*TBO Bank is proud to have an inclusive culture committed to ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

**The physical demands listed are a requirement to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.