Job Summary
The Treasury Management Service Specialist II – Commercial Real Estate (CRE) supports clients within the Commercial Real Estate and CIC business segments by delivering high‑touch treasury management onboarding, implementation, and advanced service support. This role focuses on real estate owners, operators, developers, investors, and related entities that require sophisticated operating account structures, cash flow management, and payment solutions. The TM Service Specialist II partners closely with Relationship Managers, Treasury Sales, Operations, Risk, Legal, and Product teams to ensure accurate execution, strong risk management, and consistent, high‑touch client experience aligned to the needs of CRE and CIC clients.
Key Responsibilities
Client Onboarding & Implementation (CRE / CIC Focus)
- Manage end‑to‑end onboarding, implementation, and product maintenance for CRE and CIC clients with complex operating and transactional needs.
- Serve as onboarding coordinator for implementations supporting real estate operating entities, investment vehicles, and related account structures.
- Review and validate entitlement structures, user roles, dual controls, ACH and wire limits, and approval workflows in alignment with client operating needs and bank policy.
- Review and validate treasury management agreements and internal onboarding forms to ensure accuracy, completeness, and compliance with policy & procedure and regulatory requirements.
- Coordinate implementation activities, including but not limited to ACH files (CSV and NACHA formats), Positive Pay, BAI reporting, standing transfer orders, and Transmissions
- Support specialized onboarding processes that may span extended timelines due to approvals, diligence, and system integrations.
- Coordinate testing and cutover for ACH, wires, Remote Deposit Capture (RDC), Positive Pay, and reporting services.
- Conduct post‑implementation reviews to ensure stability and proper usage.
Product & Service Support
- Provide advanced product and service support for treasury management solutions used by CRE and CIC clients, researching and resolving complex onboarding or servicing issues.
- Act as a subject matter expert for treasury products and workflows supporting enterprise‑level and specialty business models, including centralized cash management, payment controls, reporting, and liquidity support.
- Serve as escalation point for complex onboarding and servicing issues.
- Troubleshoot payment exceptions, file errors, entitlement issues, and Positive Pay decisioning; identify root causes and implement durable solutions.
- Partner with internal teams (Relationship Management, Sales, Operations, Technology, Risk, Legal, and Product) to deliver coordinated, end‑to‑end solutions and resolve escalated issues.
- Support the full product lifecycle from implementation through service activation, and stabilization.
- Provide clear, timely, and effective verbal and written communication, ensuring productive engagement with sophisticated clients, cross‑functional partners, and key external stakeholders.
- Proactively resolve customer issues while building and maintaining positive client relationships.
Risk Management & Compliance
- Ensure adherence to all bank policies, procedures, and applicable banking laws and regulations related to treasury management services.
- Enforce strong controls around entitlements, segregation of duties, dual approvals, fraud‑prevention tools, and documentation standards.
- Identify, assess, and escalate operational or client risk issues in accordance with policy.
- Ensure implementations and service activities are audit‑ready and properly documented.
- Maintain a high standard of integrity, discretion, and confidentiality when handling sensitive client and bank information.
Process Improvement & Collaboration
- Identify opportunities to improve onboarding workflows, enhance efficiency, and strengthen the client experience for CRE and CIC clients.
- Partner with Relationship Managers, Treasury Sales, Operations, Risk, and Product teams to deliver coordinated solutions and manage client expectations.
- Support sequencing of additional treasury services as clients grow or complexity increases.
- Participate in cross‑functional meetings and initiatives aimed at strengthening product capabilities, closing operational gaps, and improving client experience.
Leadership & Development
- Serve as a mentor and resource for less experienced Treasury Management Service Specialists, sharing product knowledge and best practices.
- Demonstrate a collaborative, service‑focused approach that supports a high‑performance team environment.
Required Qualifications
- Bachelor’s degree in business, finance, or a related field
- 3+ years experience in treasury management, banking operations, or a related role supporting Commercial Banking, CRE, or CIC clients.
- 3+ years experience with core treasury products and services, including payments, receivables, electronic banking, and depository solutions.
- 3+ years experience leading implementations, resolving escalations, and working directly with clients and senior internal partners.
- 3+ years analytical and problem‑solving experience and organizational skills with the ability to manage multiple complex onboarding projects and extended timelines.
- 3+ years experience with project management, analytical, and communication skills.
- 3+ years experience with Microsoft Office applications (Excel, Word, PowerPoint, Outlook).
Preferred Qualifications
- Superior client service skills/attitude.
- General working knowledge of all applicable banking laws and regulations.
- Strong oral presentation skills in speaking with clients, both in person and over the phone.
- Strong change management skills and ability to work at a consistently changing pace.
- Strong organizational skills to include effective time management in all key responsibilities of job.
- Strong analytical, problem solving, and decision-making skills.
- A self‑motivated, results‑oriented professional with the ability to manage multiple priorities and interruptions in fast‑paced, high‑performance environments while consistently meeting deadlines.
- Demonstrated ability to influence and establish positive working relationships across the organization required.
- Experience supporting Commercial Real Estate owners, operators, developers, investors, or CIC‑aligned clients.
- Familiarity with real estate operating account structures, cash flow management, and transaction‑heavy payment environments.
- Familiarity with NACHA rules, entitlement best practices, and fraud‑prevention frameworks.
- Experience with advanced treasury services (e.g., lockbox, integrated payables).
- Account analysis experience and understanding of analyzed and hybrid account structures.
- Experience with treasury and banking platforms supporting ACH, wires, Positive Pay, remote deposit, BAI reporting, and online banking portals.
Demonstrated ability to collaborate across functions and contribute to process improvement initiatives in a fast‑growing specialty business.
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Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
