Treasury Servicing Specialist II
WaFd Bank, Boise, ID, United States
Treasury Servicing Specialist II
Location:
US-ID-Boise
Pay:
USD $22.06 – $27.94 per hour
Category:
Operations
Position Type:
Full Time
Requisition ID:
2026-4713
Job Summary
The Treasury Servicing Specialist II provides expert support for the bank's Treasury Management clients and colleagues by ensuring accurate setup, maintenance, and servicing of Treasury products and corporate digital banking services. This role acts as the primary point of contact for commercial clients and internal partners, resolving inquiries efficiently while maintaining a high standard of customer service, accuracy, and compliance.
The specialist plays a critical role in ensuring that Treasury products such as ACH, Wires, Remote Deposit Capture, and Treasury Prime are functioning smoothly and aligned with client needs.
Along with the key functions listed below, each position will be expected to uphold the value that WaFd Bank places on
simply being kind
when servicing our co-workers and clients.
Key Functions
Client Servicing & Support
Serve as the point of contact for Treasury Management clients, providing prompt and professional assistance on products, systems, and services
Process new client setups, maintenance requests, and service changes for Treasury Management products (ACH, Wires, Remote Deposit, Online Banking, Positive Pay, Lockbox, etc.)
Troubleshoot and resolve client issues, coordinating with internal departments as needed
Provide technical support and client training for Treasury systems
Operational Excellence
Accurately process documentation and requests in accordance with bank policies, procedures, and regulatory requirements
Maintain detailed records of client interactions and service requests in Salesforce engaging relationship team appropriately
Monitor system alerts, error reports, and exception items to ensure timely resolution
Assist with Treasury system testing, upgrades, and implementations as requested by the Product teams
Collaboration & Relationship Management
Partner with Deposit Coordinators, Treasury Relationship Managers, Relationship Managers, and Support teams to ensure seamless client onboarding and ongoing service
Communicate updates, changes, and enhancements to clients and internal stakeholders appropriately
Support cross-functional initiatives to improve Treasury client experience and operational efficiency
Risk Management & Compliance
Adhere to all security procedures, audit standards, and compliance requirements related to Treasury
Identify potential risk exposures and escalation issues to management as appropriate
Maintain confidentiality of sensitive financial and client information
Other duties may be assigned.
Qualifications
Education/Skills/Training
Position requires a High School diploma; or approved equivalent.
Experience
2-4 years' experience in banking/accounting/finance.
Must have good typing and clerical skills, as well as accuracy and attention to detail.
Strong math aptitude and proficiency in Microsoft Office are required.
Position requires clear and concise verbal and written communication skills including good customer relations skills.
Skills & Competencies
Strong knowledge of Treasury Management products and services.
Excellent communication, interpersonal, and problem-solving skills.
High attention to detail and accuracy in processing.
Ability to work effectively in a fast-paced, deadline-driven environment.
Proficient in Microsoft Office Suite (Excel, Outlook, Word).
Customer service-oriented with a collaborative, team-based approach.
Performance Indicators
Client satisfaction and retention
Accuracy and timeliness of service requests
Compliance with internal policies and audit standards
Efficiency in resolving client issues and system inquiries
Benefits
At WaFd Bank you get all of these great benefits!
Paid time off for vacation, sick days and holidays
Health insurance
Stock options
Bonus programs
401(k) plan
Paid Parental Leave
Life and AD&D insurance
Long-term disability
Tuition Reimbursement
Employee assistance programs
Pre-tax health and dependent-care spending plans
WaFd Bank Benefits Summary - Click here for more information
EEO Statement
We are committed to Equal Employment Opportunity and
Affirmative Action. We recruit, hire, train and promote persons in all
job titles and ensure that all other personnel actions are administered
without regard to race, color, religion, sex, sexual orientation, gender
identity, military and/or veteran status, or disability in accordance
with Executive Order 11246, Section 503 of the Rehabilitation Act of
1973, as amended, and the Vietnam Era Veterans Readjustment Assistance
Act of 1974, which require affirmative action to ensure equal
opportunity in all aspects of employment. WaFd Bank does not discriminate
on the basis of national origin or citizenship status as provided under
the Immigration Reform and Control Act of 1986, or any other Federal or
State legally-protected classes. WaFd Bank is committed to providing
reasonable accommodations to employees and applicants with disabilities
to the full extent required by the Americans with Disabilities Act (ADA).
If you feel you need a reasonable accommodation pursuant to the ADA, you
are encouraged to contact us at 800.324.9375
EEO Policy Statement - WaFd Bank
Know Your Rights: Workplace Discrimination is Illegal - click here for
more information
California Consumer Privacy Act- CCPA 2025
Requisition Post Information
Posted Date: 4/22/2026
#J-18808-Ljbffr
Location:
US-ID-Boise
Pay:
USD $22.06 – $27.94 per hour
Category:
Operations
Position Type:
Full Time
Requisition ID:
2026-4713
Job Summary
The Treasury Servicing Specialist II provides expert support for the bank's Treasury Management clients and colleagues by ensuring accurate setup, maintenance, and servicing of Treasury products and corporate digital banking services. This role acts as the primary point of contact for commercial clients and internal partners, resolving inquiries efficiently while maintaining a high standard of customer service, accuracy, and compliance.
The specialist plays a critical role in ensuring that Treasury products such as ACH, Wires, Remote Deposit Capture, and Treasury Prime are functioning smoothly and aligned with client needs.
Along with the key functions listed below, each position will be expected to uphold the value that WaFd Bank places on
simply being kind
when servicing our co-workers and clients.
Key Functions
Client Servicing & Support
Serve as the point of contact for Treasury Management clients, providing prompt and professional assistance on products, systems, and services
Process new client setups, maintenance requests, and service changes for Treasury Management products (ACH, Wires, Remote Deposit, Online Banking, Positive Pay, Lockbox, etc.)
Troubleshoot and resolve client issues, coordinating with internal departments as needed
Provide technical support and client training for Treasury systems
Operational Excellence
Accurately process documentation and requests in accordance with bank policies, procedures, and regulatory requirements
Maintain detailed records of client interactions and service requests in Salesforce engaging relationship team appropriately
Monitor system alerts, error reports, and exception items to ensure timely resolution
Assist with Treasury system testing, upgrades, and implementations as requested by the Product teams
Collaboration & Relationship Management
Partner with Deposit Coordinators, Treasury Relationship Managers, Relationship Managers, and Support teams to ensure seamless client onboarding and ongoing service
Communicate updates, changes, and enhancements to clients and internal stakeholders appropriately
Support cross-functional initiatives to improve Treasury client experience and operational efficiency
Risk Management & Compliance
Adhere to all security procedures, audit standards, and compliance requirements related to Treasury
Identify potential risk exposures and escalation issues to management as appropriate
Maintain confidentiality of sensitive financial and client information
Other duties may be assigned.
Qualifications
Education/Skills/Training
Position requires a High School diploma; or approved equivalent.
Experience
2-4 years' experience in banking/accounting/finance.
Must have good typing and clerical skills, as well as accuracy and attention to detail.
Strong math aptitude and proficiency in Microsoft Office are required.
Position requires clear and concise verbal and written communication skills including good customer relations skills.
Skills & Competencies
Strong knowledge of Treasury Management products and services.
Excellent communication, interpersonal, and problem-solving skills.
High attention to detail and accuracy in processing.
Ability to work effectively in a fast-paced, deadline-driven environment.
Proficient in Microsoft Office Suite (Excel, Outlook, Word).
Customer service-oriented with a collaborative, team-based approach.
Performance Indicators
Client satisfaction and retention
Accuracy and timeliness of service requests
Compliance with internal policies and audit standards
Efficiency in resolving client issues and system inquiries
Benefits
At WaFd Bank you get all of these great benefits!
Paid time off for vacation, sick days and holidays
Health insurance
Stock options
Bonus programs
401(k) plan
Paid Parental Leave
Life and AD&D insurance
Long-term disability
Tuition Reimbursement
Employee assistance programs
Pre-tax health and dependent-care spending plans
WaFd Bank Benefits Summary - Click here for more information
EEO Statement
We are committed to Equal Employment Opportunity and
Affirmative Action. We recruit, hire, train and promote persons in all
job titles and ensure that all other personnel actions are administered
without regard to race, color, religion, sex, sexual orientation, gender
identity, military and/or veteran status, or disability in accordance
with Executive Order 11246, Section 503 of the Rehabilitation Act of
1973, as amended, and the Vietnam Era Veterans Readjustment Assistance
Act of 1974, which require affirmative action to ensure equal
opportunity in all aspects of employment. WaFd Bank does not discriminate
on the basis of national origin or citizenship status as provided under
the Immigration Reform and Control Act of 1986, or any other Federal or
State legally-protected classes. WaFd Bank is committed to providing
reasonable accommodations to employees and applicants with disabilities
to the full extent required by the Americans with Disabilities Act (ADA).
If you feel you need a reasonable accommodation pursuant to the ADA, you
are encouraged to contact us at 800.324.9375
EEO Policy Statement - WaFd Bank
Know Your Rights: Workplace Discrimination is Illegal - click here for
more information
California Consumer Privacy Act- CCPA 2025
Requisition Post Information
Posted Date: 4/22/2026
#J-18808-Ljbffr