EverBank · 1 day ago
Treasury Management Ops Support Specialist Sr (Implementation)
Irvine, CA
Full-time
Onsite
Mid, Senior Level
$26/hr - $37/hr
3+ years expEverBank is a nationwide specialty bank providing high-value products and services to consumer and commercial clients. The Senior Treasury Management Operations Support Specialist supports clients and assists junior associates with complex issues related to Treasury Management products and services, ensuring exceptional service and compliance with banking regulations.
FinanceFinancial Services
Responsibilities
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
Qualification
Required
3+ years of professional Treasury Management Implementation experience
Possesses functional operating knowledge of all current Treasury Management product and service features and functionality
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
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
Preferred
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
3+ Years Required; 5+ Years Preferred
Benefits
Medical, dental, vision & HSA/FSA
401(k) savings
Paid holidays & generous PTO
Additional wellness & voluntary benefits
Tuition reimbursement
Commuter Benefits
Life and Disability Insurance
Company
EverBank
We’re a premium performance banking partner.
1001-5000 employees
H1B Sponsorship
EverBank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (4)
Funding
Current Stage
Public CompanyTotal Funding
$350M2025-08-07Debt Financing· $200M
2024-08-28Debt Financing· $150M
2016-08-03Acquired
Leadership Team
Stephen Sullivan
Chief Technology Officer
Steven Potts
Executive Vice President, Chief Financial Officer
Recent News
2026-02-06
2025-08-07
Company data provided by crunchbase