Treasury Management Ops Support Specialist Sr (Implementation)

Treasury Management Ops Support Specialist Sr

The Senior Treasury Management Operations Support Specialist supports clients and assists more junior-level associates with resolving more complex issues and concerns related to their enrolled Treasury Management products and services in a manner that exceeds client expectations. This position is also responsible for performing associated job duties to escalate client requests, complaints, and suggested service modifications, and to document client interactions as required by related procedures.

Key Responsibilities and Duties :

• Possesses functional operating knowledge of all current Treasury Management product and service features and functionality. Uses sound judgement to respond to client inquiries and issues timely and accurately.
• Monitors relevant team tracking and processing logs to ensure accuracy and procedural compliance.
• Provides advanced system, application, product, service, and procedural training to new or less experienced Treasury Management Support associates.
• Uses knowledge of general Business and Commercial Banking operational processes to resolve unusual client and / or bank issues and concerns for which there is no specific documented solution.
• Understands, assesses, and resolves client inquiries and concerns related to product and service pricing schedules, structures, and methodologies. Explains fees, earnings credits, compensating balances, and account analysis system functionality to both internal and external clients.
• Maintains a thorough working knowledge of business account types so as to refer Treasury Management products and services, pricing, and billing methodologies to properly assess and respond to related client inquiries.
• Ensures client requests and service modifications are documented thoroughly and accurately and presented to relevant associates and / or teams for further review and processing to ensure SLAs are met.
• Assists clients as needed with general banking requests as documented in applicable procedures.
• Ensures client complaints are documented accurately and resolved within required SLAs.
• Adheres to all documented Treasury Management Operations Support Team policies and procedures and comply all applicable banking laws, rules, and regulations to ensure all legal, risk, and compliance concerns are addressed.

Educational Requirements :

Vocational and / or Technical Education Preferred

Minimum Qualifications :

3+ years of professional Treasury Management Implementation experience

Preferred Qualifications :

Advanced knowledge of Treasury Management systems, applications, and products (E.g. ACH Origination, Online Wire Transfers, Payment Files, Positive Pay, Sweeps, ZBAs, Business Online Banking portals)

Client-facing experience resolving complex requests and escalations like phone support for advanced Business Online Banking portal functionality

Experience with SFTP file transfers and Treasury Management payment file processing requirements

Experience implementing Treasury Management products and services

Role Specific Work Experience :

3+ Years Required; 5+ Years Preferred

Physical Requirements :

Physical Requirements : Sedentary Work

Career Level : 4IC

Posting end date : 2 / 9 / 2026

If based in Jacksonville, FL this role requires coverage of Pacific Time (PST) business hours. Standard schedule is MondayFriday, 8 : 00 AM5 : 00 PM (EST), with occasional shifts of 10 : 00 AM7 : 00 PM (EST) depending on business needs. Irvine-based employees : Standard schedule is MondayFriday, 8 : 00 AM5 : 00 PM PST.

Job Seeker Notice : EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24 / 7, in addition to phone banking services and a network of financial centers. The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

Pay Range : $26 - $37

EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status. We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.