Orrstown Bank · 16 hours ago
Business Services Implementation Specialist
Harrisburg Regional Office, Harrisburg, PA, US
Full-time
Onsite
Entry, Mid Level
2+ years expOrrstown Bank is a financial institution seeking a Business Services Implementation Specialist to engage business clients and guide them through the activation and adoption of Online Banking and Treasury/Cash Management services. The role involves ensuring clients are set up correctly, trained, and confident in using key features, while providing ongoing support and managing the client journey.
Financial Services
Responsibilities
Lead guided walkthroughs for Online Banking and Cash Management portals: user creation, entitlements, approval workflows, secure tokens, dual-control, alerts, and reporting
Assist clients in enrolling and configuring services for ACH origination, wires, RDC, Positive Pay/Payee Positive Pay, stop payments, sweeps, transfers, and balance & activity reporting
Provide training tailored to client profiles (administrators vs. users), including security best practices and fraud prevention (e.g., out-of-band authentication, approval tiers, segregation of duties)
Follow NACHA guidelines for ACH training readiness, wire security protocols, and bank policy on multi-factor authentication and token management
Provide day-to-day support for Treasury Management clients by handling inbound calls related to account maintenance, product inquiries, and service support
Complete enrollment and ongoing maintenance of business services, including online banking, mobile deposit, remote deposit capture, positive pay, wires, ACH, and other treasury management solutions
Collaborate with Commercial Bankers and Treasury Management Sales teams to onboard new business relationships
Implement, modify, or update accounts, products, and services within internal systems
Perform verification and comparison of implemented accounts, products, and services against client agreements
Ensure accuracy and compliance with bank standards
Work closely with Treasury Management Sales, Electronic Services, and Business Support as required, to maintain existing client accounts, products, and services
Provide support in completing the annual risk reviews of all Treasury Management clients
Stay current with emerging technologies; recommend and assist with project implementations
Participate in product testing for business continuity planning, system upgrades, patches, and conversions
Document findings, assist in issue resolution, and ensure corrective actions are completed
Serve as a liaison across departments to ensure smooth information flow
Respond promptly to inquiries from clients and internal teams
Attend regular coaching sessions to support performance improvement and professional development
Communicate across the organization regarding issues, products, services; participate in conferences, seminars and user groups as required; respond to inquiries relating to the particular area and requests from customers, other Bank personnel, etc., within given time frames and established policy
Abide by the current laws and organizational policies and procedures designed and implemented to promote an environment that is free of sexual harassment and other forms of illegal discriminatory behavior in the workplace; support risk management practices and overall safety and soundness and the Bank’s compliance with all regulatory requirements
Ensure that the department and all personnel adhere to the same; perform tasks that are supportive in nature to the essential functions of the job which may be altered or redesigned depending on individual circumstances
Regular and predictable attendance; perform other duties as assigned or directed
Qualification
Required
Associate's degree preferred or relevant experience considered in lieu of degree - minimum of 2 to 4 years with an outbound call center, client onboarding, treasury/cash management, or business banking operations
Experience with Treasury Management services or Digital Banking set up and maintenance is preferred
Familiarity with business Online Banking portals and Treasury/Cash Management services (ACH, wires, RDC, Positive Pay)
Understanding of approval workflows, user entitlements, and fraud controls
Comfort navigating admin portals, tokens/MFA, template setups, CSV/NACHA files, and browser/network troubleshooting
Excellent verbal and written communication and interpersonal relations skills required to be able to deliver clear training to non-technical business users and administrators
Incumbent must have attention to detail and be able to effectively analyze data to assist with troubleshooting and problem solving
Thorough working knowledge of business and treasury management products and services required
Strong documentation discipline; adherence to bank policies, NACHA, and security protocols
Must be able to manage multiple priorities in a fast-paced environment
Preferred
Experience with Treasury Management services or Digital Banking set up and maintenance is preferred
Company
Orrstown Bank
Orrstown Bank is a banking firm that offers Housing Lending and financial services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Adam Metz
COO
Matthew Alpert
Executive Vice President, Chief Wealth Officer
Recent News
2026-01-12
2026-01-07
Orrstown Financial Services, Inc.
2025-11-13
Company data provided by crunchbase