Treasury Management Service & Onboarding Team Lead

Description

Job Summary

The Treasury Management Service & Onboarding Team Lead is a senior‑level role responsible for leading a team of Treasury Management Service Specialists while also serving as a subject‑matter expert and senior escalation point for complex onboarding, implementation, and servicing activities. The Team Lead oversees day‑to‑day execution, queue health, and service quality; leads complex and high‑impact initiatives; and is accountable for colleague performance, coaching, and development. The Team Lead partners closely with Relationship Managers, Treasury Sales, Operations, Technology, Risk, Legal, and Product teams to ensure predictable delivery, strong risk discipline, and an excellent client experience.

Hours: 8-5pm PST Pacific Standard Time Monday - Friday

Key Responsibilities

Client Onboarding & Implementation Leadership

• Lead end‑to‑end onboarding, implementation, and servicing for Business Banking and Commercial clients, including project planning, timelines, testing, and go‑live readiness.
• Design and validate entitlement structures, user roles, dual controls, ACH and wire limits, and approval workflows in alignment with client operating needs and bank policy.
• Coordinate testing and cutover for ACH, wires, Remote Deposit Capture (RDC), Positive Pay, and reporting services.
• Conduct post‑implementation reviews to ensure stability, proper usage, and risk alignment before transition to ongoing service teams.

Advanced Product & Service Support

• Serve as escalation point for complex onboarding and servicing issues across the core treasury product suite.
• Troubleshoot payment exceptions, file errors, entitlement issues, and Positive Pay decisioning; identify root causes and implement durable solutions.
• Provide clear, timely written and verbal communications to clients and internal stakeholders; ensure coordinate issue resolution and effective expectation management.

Risk Management & Compliance

• 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.

Process Improvement & Collaboration

• Identify and lead opportunities to improve onboarding workflows, standardize templates, and reduce rework across Business Banking and Commercial implementations.
• Champion continuous improvement and contribute to the creation/governance of process maps, procedures, training materials, and job aids.
• 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.

People Leadership & Management

• Serve as direct people manager for TM Service Specialist colleagues, including:
  • Performance management and annual reviews
  • Ongoing coaching and feedback
  • Goal setting and progress check‑ins
  • Career development and progression planning.
• Lead onboarding and training for new hires, including job shadowing, readiness assessments, and quality reviews.
Develop talent across the TM Service Specialist career path (Level I II
• III), identifying readiness and skill gaps in partnership with management.
• Reinforce consistent execution, accountability, and ownership across the team.
• Manage workload distribution, coverage, and prioritization to maintain SLA performance and queue health.
• Serve as acting manager when required, ensuring continuity of leadership and decision‑making.

Required Qualifications

• Bachelor’s degree in business, finance, or a related field, or equivalent relevant work experience.
• 3+ years of experience in treasury management, banking operations, or a related client implementation or support role.
• 3+ years working knowledge of core treasury products, including online banking, ACH, domestic wires, RDC, Positive Pay, and account analysis.
• 3+ years experience leading implementations, resolving escalations, and working directly with clients and senior internal partners.
• 3+ years project management, analytical, and communication skills.
• 3+ years experience with Microsoft Office applications (Excel, Word, PowerPoint, Outlook).

Preferred Qualifications

• Prior team lead of people management experience.
• Experience supporting both Business Banking and Commercial Banking client portfolios.
• Familiarity with NACHA rules, entitlement best practices, and fraud‑prevention frameworks.
• Exposure to more advanced or adjacent treasury services (e.g., lockbox, integrated payables) is a plus.
• 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
• Ability to handle multiple tasks and interruptions, in a fast-paced environment to ensure that deadlines are met
• Demonstrated ability to influence and establish positive working relationships across the organization required
• The position requires a high level of professionalism, adaptability, and commitment to delivering excellent client experiences in a fast‑paced, evolving environment.

Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay)

Yes

Applications Accepted Through:

05/31/2026

Huntington expects to accept applications through at least the date above, and may continue to accept applications until the position is filled.

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.

Compensation Range:

The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

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.