Treasury Client Services Professional III (Fintech)

TL;DR

Treasury Client Services Professional III (Fintech): Managing a portfolio of complex treasury client accounts and providing technical/operational support with an accent on DDA products, cash positioning, and fraud prevention. Focus on resolving complex client issues, ensuring regulatory compliance, and mentoring junior team members.

Location: Must be based in Denver, CO; Dallas, TX; Fort Worth, TX; Oklahoma City, OK; Tempe, AZ; or Tulsa, OK

Salary: $60,000 - $82,000

Company

hirify.global is a stable and financially strong banking corporation providing comprehensive financial services and treasury solutions.

What you will do

• Independently manage complex Treasury client accounts and ensure accurate setup.
• Verify legal and regulatory documentation for account openings.
• Troubleshoot and resolve technical issues while maintaining client communication.
• Collaborate with Compliance and Legal teams to address documentation requirements.
• Build strong client relationships through proactive outreach and training.
• Mentor junior team members and contribute to process improvements.

Requirements

• Must be based in one of the specified office locations: Denver, Dallas, Fort Worth, Oklahoma City, Tempe, or Tulsa.
• Associate’s Degree in a Business-related field (Bachelor’s preferred).
• 4 years of experience in banking and treasury client servicing.
• Advanced understanding of banking regulations and treasury products.
• Proficiency in Excel and Word.
• Strong analytical and communication skills.

Culture & Benefits

• Collaborative and innovative team environment.
• Commitment to continuous learning and professional development.
• Supportive culture focused on integrity and career growth.
• Discretionary bonus program.