All jobs → Partner boards

Treasury Services Specialist

Navigant Credit Union • Smithfield, RI, US • published 2026-10-19 18:32:16.080800

Description

**ABOUT THE ROLE** The Treasury Services Specialist supports the Credit Union's mission by providing a wide range of account\-opening, account\-maintenance, and Cash Management services to members. This role is responsible for servicing business, municipal, and other organizational accounts while supporting account analysis, sweeps, rate maintenance, and department service requests. The Treasury Services Specialist ensures a high level of member satisfaction, accuracy, and operational efficiency. **WHAT YOU WILL DO** (*in descending order of importance*) * Provides prompt, accurate, and professional service through in\-person, phone, mail, email, DocuSign, and online channels. * Opens and services business and personal accounts. Gathers documentation, prepares and sends account\-opening forms and Cash Management agreements for signature, reviews returned documents, processes account openings, and forwards signed service agreements to the Support Team for implementation. * Processes account maintenance, including signer additions and removals, name and ownership changes, account transfers, and other updates required for member accounts. * Adheres to applicable regulations, procedure...

Get jobs like this daily in Telegram: @careeri_bot