Treasury Management Specialist Jobs
Treasury Management Specialist jobs are open across banking, corporate finance, fintech, and healthcare, from entry-level analyst roles to senior and lead positions, with specializations in cash management, liquidity planning, and bank relationship management. See the openings below and apply to the ones that match your experience.
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Showing 5 of 199+ Treasury Management Specialist jobs
Overview:
TREASURY MANAGEMENT CLIENT ONBOARDING QUALITY ASSURANCE MANAGER III OPERATIONS
WHAT IS THE OPPORTUNITY?
Lead the Quality Assurance function for Treasury Management Client Onboarding, ensuring end-to-end quality standards across Implementations, Operations, and QC teams. Drive quality excellence through team leadership, process governance, and continuous improvement initiatives. Serve as escalation point for complex quality issues and client concerns. Design, deliver, and maintain comprehensive training programs for onboarding teams. Develop, update, and document standard operating procedures (SOPs) for all onboarding processes. Produce monthly quality reports and KPI dashboards for leadership review. Establish and maintain robust quality control frameworks across the onboarding lifecycle.
WHAT WILL YOU DO?
Quality Assurance Leadership & Governance
- Establish and enforce quality standards, metrics, and performance targets for all onboarding teams (Implementations, Operations, QC).
- Conduct regular quality audits and assessments across the onboarding workflow.
- Lead root cause analysis and corrective action planning for quality failures. Manage the quality escalation process, resolve complex issues and implement preventive measures.
- Oversee the development and maintenance of comprehensive quality documentation.
Team Development & Training
- Design and deliver targeted training programs for onboarding team members.
- Create role-specific competency assessments and certification requirements.
- Develop knowledge management resources and best practice guides.
- Conduct regular coaching and performance feedback sessions. Facilitate cross-functional knowledge sharing sessions.
Process Improvement & Procedure Management
- Analyze onboarding workflows and identify improvement opportunities.
- Lead process redesign initiatives to enhance quality, efficiency, and client experience. Develop, update, and maintain detailed standard operating procedures (SOPs).
- Ensure all procedures align with regulatory requirements and CNB policies.
- Implement change management protocols for process updates.
Performance Monitoring & Reporting
- Establish and track key quality metrics (e.g., first-pass yield, defect rates, client satisfaction).
- Generate comprehensive monthly quality performance reports. Present quality trends and improvement initiatives to leadership.
- Conduct trend analysis to identify systemic quality issues. Develop predictive quality models to prevent future failures.
Cross-Functional Collaboration
- Partner with Treasury Management leadership to align quality standards with business objectives.
- Collaborate with Compliance, Risk, and Legal teams on quality-related regulatory requirements. Serve as quality liaison between onboarding teams and other bank departments.
- Facilitate quality improvement workshops across functional boundaries.
- Drive enterprise-wide quality culture initiatives.
Operational Oversight
- Monitor onboarding workload distribution and capacity planning.
- Ensure adherence to service level agreements (SLAs) and quality benchmarks.
- Manage quality-related vendor relationships and performance.
- Oversee quality control activities for new product implementations.
- Maintain quality documentation and audit trails.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications
- Minimum 7 years banking operations experience in a financial institution required.
- Minimum 7 years banking and operations management experience.
- Minimum 3 years experience in managing projects and/or teams required.
Additional Qualifications
- Experience implementing quality management systems in financial services.
- Advanced analytical skills with ability to interpret complex quality data.
- Strong project management capabilities with PMP or equivalent certification preferred.
- Excellent communication and presentation skills for executive-level reporting.
- Ability to influence stakeholders and drive organizational change.
- Working knowledge of Treasury Management products and services.
- Experience with quality reporting tools and dashboards.
- Ability to design and deliver effective training programs.
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
About us
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Overview:
TREASURY MANAGEMENT CLIENT ONBOARDING QUALITY ASSURANCE MANAGER III OPERATIONS
WHAT IS THE OPPORTUNITY?
Lead the Quality Assurance function for Treasury Management Client Onboarding, ensuring end-to-end quality standards across Implementations, Operations, and QC teams. Drive quality excellence through team leadership, process governance, and continuous improvement initiatives. Serve as escalation point for complex quality issues and client concerns. Design, deliver, and maintain comprehensive training programs for onboarding teams. Develop, update, and document standard operating procedures (SOPs) for all onboarding processes. Produce monthly quality reports and KPI dashboards for leadership review. Establish and maintain robust quality control frameworks across the onboarding lifecycle.
WHAT WILL YOU DO?
Quality Assurance Leadership & Governance
- Establish and enforce quality standards, metrics, and performance targets for all onboarding teams (Implementations, Operations, QC).
- Conduct regular quality audits and assessments across the onboarding workflow.
- Lead root cause analysis and corrective action planning for quality failures. Manage the quality escalation process, resolve complex issues and implement preventive measures.
- Oversee the development and maintenance of comprehensive quality documentation.
Team Development & Training
- Design and deliver targeted training programs for onboarding team members.
- Create role-specific competency assessments and certification requirements.
- Develop knowledge management resources and best practice guides.
- Conduct regular coaching and performance feedback sessions. Facilitate cross-functional knowledge sharing sessions.
Process Improvement & Procedure Management
- Analyze onboarding workflows and identify improvement opportunities.
- Lead process redesign initiatives to enhance quality, efficiency, and client experience. Develop, update, and maintain detailed standard operating procedures (SOPs).
- Ensure all procedures align with regulatory requirements and CNB policies.
- Implement change management protocols for process updates.
Performance Monitoring & Reporting
- Establish and track key quality metrics (e.g., first-pass yield, defect rates, client satisfaction).
- Generate comprehensive monthly quality performance reports. Present quality trends and improvement initiatives to leadership.
- Conduct trend analysis to identify systemic quality issues. Develop predictive quality models to prevent future failures.
Cross-Functional Collaboration
- Partner with Treasury Management leadership to align quality standards with business objectives.
- Collaborate with Compliance, Risk, and Legal teams on quality-related regulatory requirements. Serve as quality liaison between onboarding teams and other bank departments.
- Facilitate quality improvement workshops across functional boundaries.
- Drive enterprise-wide quality culture initiatives.
Operational Oversight
- Monitor onboarding workload distribution and capacity planning.
- Ensure adherence to service level agreements (SLAs) and quality benchmarks.
- Manage quality-related vendor relationships and performance.
- Oversee quality control activities for new product implementations.
- Maintain quality documentation and audit trails.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications
- Minimum 7 years banking operations experience in a financial institution required.
- Minimum 7 years banking and operations management experience.
- Minimum 3 years experience in managing projects and/or teams required.
Additional Qualifications
- Experience implementing quality management systems in financial services.
- Advanced analytical skills with ability to interpret complex quality data.
- Strong project management capabilities with PMP or equivalent certification preferred.
- Excellent communication and presentation skills for executive-level reporting.
- Ability to influence stakeholders and drive organizational change.
- Working knowledge of Treasury Management products and services.
- Experience with quality reporting tools and dashboards.
- Ability to design and deliver effective training programs.
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
About us
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Treasury Management Specialist Jobs by Experience Level
See All 199+ Treasury Management Specialist Jobs
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Find JobsTreasury Management Specialist Job Market
Who's Hiring
- JPMorganChase13
- PNC Financial Services10
- Fulton Bank8
- First Horizon Bank8
- Old National Bank7
Top Industries Hiring
- Banking & Financial Services
- Technology & Software
- Staffing & Recruiting
What Employers Look For
The qualifications that appear most often in treasury management specialist jobs.
- Bachelor's degree in finance, accounting, or a related business field
- Experience with treasury management systems or ERP treasury modules
- Proficiency in cash forecasting, liquidity management, and bank reconciliation
- Certified Treasury Professional (CTP) credential or active candidacy preferred
- Knowledge of bank account structures, credit facilities, and debt covenant compliance
- Familiarity with foreign exchange exposure and hedging strategies for multi-currency operations
Tips for Your Treasury Management Specialist Job Search
Tailor your resume to treasury systems
Hiring managers scan for specific platform experience, so name every treasury management system you've used, including TMS platforms and ERP modules. Generic finance experience won't stand out the way a resume listing hands-on system work does.
Lead with your CTP certification status
The Certified Treasury Professional credential changes how quickly your application moves forward. Put your CTP or CTP candidate status in the resume header so reviewers see it before reading a single bullet point.
Apply early to roles that fit
Migrate Mate lists treasury management specialist openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target companies by cash complexity
Roles at companies with multi-currency exposure, intercompany funding, or high daily transaction volume require more specialized skills and pay accordingly. Filter your search toward those environments if your background includes foreign exchange or complex cash pooling work.
Prepare for a technical cash flow exercise
Many interviews include a live or take-home forecasting exercise using real or mock bank data. Practice building a 13-week cash forecast in a spreadsheet and be ready to explain your methodology, variance assumptions, and how you'd flag liquidity gaps to leadership.
Negotiate using bank relationship scope
When discussing compensation, frame your value around the number of banking relationships you manage and the aggregate credit facilities or investment pools you oversee. That scope justifies a stronger offer than years of experience alone.
Treasury Management Specialist Jobs: Frequently Asked Questions
Which companies are hiring the most treasury management specialists?
The companies hiring the most treasury management specialists right now include JPMorganChase, PNC Financial Services, and Fulton Bank, with the largest share of openings in Texas, California, and Pennsylvania, based on current listings on Migrate Mate as of November 2026. Regional banks, large healthcare systems, and Fortune 500 corporate treasury departments consistently post the highest volumes of openings.
How many treasury management specialist jobs are remote?
About 62% of treasury management specialist openings are fully remote or hybrid as of November 2026, with remote availability varying significantly by employer type. Cash forecasting, reporting, and bank relationship monitoring roles tend to allow more remote flexibility than positions that require on-site banking system administration or daily coordination with accounts payable and receivable teams.
How do you become a treasury management specialist?
Start with a bachelor's degree in finance or accounting, then build experience in cash management, accounts payable, or financial analysis roles where you work directly with bank portals and payment systems. Pursue the Certified Treasury Professional credential through the Association for Financial Professionals to validate your expertise and move into dedicated treasury roles faster.
Can you get hired as a treasury management specialist without direct treasury experience?
Yes, candidates from accounts payable, banking operations, or financial analyst backgrounds are regularly hired into entry-level treasury management specialist roles. Employers value hands-on experience with payment processing, bank reconciliation, or ERP finance modules. Demonstrating that you've worked with large transaction volumes or managed bank account structures helps close the experience gap effectively.
What does the treasury management specialist interview process look like?
Most processes run three to four stages: an initial screen with HR or a recruiter, a technical interview covering cash forecasting methodology and treasury system experience, and a hiring manager conversation focused on how you've handled liquidity shortfalls or bank relationship issues. Some employers add a practical exercise asking you to build or review a short-term cash forecast using sample data.
Where can I find and apply to treasury management specialist jobs?
You can find and apply to treasury management specialist jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that fit your experience level and specialization, then apply directly to each listing that matches what you're looking for.
See All 199+ Treasury Management Specialist Jobs
Find roles that match your experience and apply in just a few clicks.
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