Treasury Client Relationship Specialist IV (Lead)

Summary:

The Treasury Client Relationship Specialist IV (Lead) serves as the senior operational and technical lead for Treasury Management client support. This role is responsible for managing escalated client issues, overseeing complex onboarding and implementations, and acting as a subject matter expert (SME) across Treasury Management products and services.

In addition to direct client support, this position provides leadership, guidance, and oversight to Treasury Client Relationship Specialists Levels I, II, and III, ensuring high service quality, operational accuracy, regulatory compliance, and adherence to service level agreements (SLAs). The Lead partners closely with Treasury Management Operations Manager, TMSO's, Lenders, Operations, Risk, and Fraud teams to deliver consistent, high-quality service to business clients.

The compensation pay range for this position is $70,061.15-$79,328.50 per year. All compensation offers are analyzed individually and take into consideration multiple factors including but not limited to geographic location, years of experience, and educational background.

Primary Duties/Responsibilities:

Escalated Support & Troubleshooting:

• Serve as the primary escalation point for complex client service, technical, or operational issues that cannot be resolved by first-level support.
• Research, troubleshoot, and resolve advanced issues related to Treasury Management systems, account configurations, ACH, Wires, RDC, sweeps, and other electronic services.
• Coordinate issue resolution with internal teams and third-party vendors as necessary.

Onboarding & Implementation:

• Manage and oversee end-to-end onboarding and implementation of Treasury Management products for new and existing commercial clients.
• Ensure accurate system setup, agreement execution, testing, and client training.
• Review and approve implementation documentation prepared by lower-level staff.
• Support complex or high-risk client implementations and conversions.

Product Expertise:

• Act as a subject matter expert on Treasury Management products, including but not limited to:
• Business Online Banking
• Remote Deposit Capture (RDC)
• ACH and Wire services
• Sweep and Repo accounts
• Positive Pay and electronic payment solutions
• Stay current on treasury product updates, regulatory changes, and industry trends.
• Provide product guidance, troubleshooting support, and training to internal partners.

Team Leadership & Supervision:

• Provide daily leadership, mentoring, and guidance to Level I, II, and III Treasury Client Relationship Specialists.
• Assign and prioritize work to ensure timely and accurate completion of client requests.
• Monitor service quality, accuracy, and SLA performance.
• Assist with onboarding and training of new team members.
• Serve as an escalation and decision resource for junior staff.

Relationship Management:

• Partner with Treasury Management Sales Officers, Associates, and Relationship Managers to ensure seamless client onboarding and ongoing service.
• Participate in client meetings or calls for complex implementations or escalated service issues.
• Assist with relationship reviews, proposals, and account analysis comparisons as needed.

Risk & Compliance:

• Identify, assess, and mitigate operational, compliance, and fraud-related risks associated with Treasury Management services.
• Maintain up-to-date knowledge of fraud prevention techniques, including ACH and Wire fraud trends.
• Support annual ACH credit reviews and ensure proper documentation and controls.
• Ensure compliance with all applicable policies and regulations, including BSA/AML, OFAC, and GLBA/privacy requirements.
• Act as a control point for high-risk service requests and account changes.

Operational & Administrative Support:

• Review account analysis statements for accuracy prior to month-end processing.
• Oversee service charge entries for Repo and Sweep accounts.
• Support Treasury Management reporting, audits, and special projects.
• Recommend process improvements to enhance efficiency, accuracy, and client experience.

Qualifications

• High school education or equivalent
• Associate or bachelor's degree preferred.
• 5+ years of banking experience, with a strong focus on Treasury Management, cash management, or commercial banking support.
• Prior leadership, mentoring, or senior-level support experience preferred.

Knowledge, Skills, and Abilities

Technical Proficiency

• Strong understanding of treasury and online banking platforms.
• Working knowledge of file transmission formats such as NACHA.
• High level of comfort troubleshooting software, system, and configuration issues.

Communication

• Experience handling complex treasury implementations, escalations, and client relationships.
• Exceptional verbal and written communication skills.
• Ability to communicate effectively with clients, senior management, auditors, and regulators.
• Ability to explain complex concepts clearly and professionally.

Analytical & Decision-Making Skills

• Strong problem-solving and analytical skills.
• Ability to research issues, analyze data, and make sound decisions.
• High attention to detail and accuracy.

COMPENSATION & BENEFITS: Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit-Sharing plans, short and long-term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full-Time employees. PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy. Most Full-Time employees are also offered 6 paid holidays and Part Time employees are offered pro-rated paid holidays. In addition, employees in Utah and Nevada may be eligible for pay for certain state recognized holidays. Visit our website for more details. Check it out!

We are an Equal Opportunity Employer and qualified applicants, or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.

Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.

No Recruiters or unsolicited agency referrals please.