Treasury Fulfillment Consultant jobs in United States
cer-icon
Apply on Employer Site
company-logo

Madison-Davis, LLC · 4 hours ago

Treasury Fulfillment Consultant

Madison-Davis, LLC is a company seeking a Treasury Fulfillment Consultant to onboard clients and support complex implementations. The role focuses on delivering high-quality customer service and ensuring accurate documentation while resolving operational issues.

Human ResourcesInformation TechnologyStaffing Agency
check
Growth Opportunities
check
H1B Sponsor Likelynote

Responsibilities

Onboard commercial and middle-market clients across Treasury products, supporting complex implementations including FTP, BAI, ACH, and Positive Pay
Serve as a primary support partner for internal teams and Treasury Management clients, resolving inquiries and operational issues efficiently
Ensure all Treasury Management documentation and agreements are accurately completed, executed, and approved prior to implementation
Deliver high-quality customer service to internal and external stakeholders, proactively managing expectations and response timelines
Track and consolidate reported issues to identify trends and recommend process or system enhancements
Troubleshoot system and operational issues, coordinating with internal subject-matter experts to ensure seamless issue resolution and continuity of care
Support the Commercial Client Service Office with ad hoc projects, tasks, and initiatives
Consistently meet or exceed Service Level Agreement (SLA) standards
Collaborate with team members and leadership to ensure cross-coverage and timely completion of workflows
Manage urgent requests with a high degree of accuracy and quick turnaround

Qualification

Treasury productsClient onboardingCustomer serviceIssue resolutionTeam collaboration

Required

Onboard commercial and middle-market clients across Treasury products, supporting complex implementations including FTP, BAI, ACH, and Positive Pay
Serve as a primary support partner for internal teams and Treasury Management clients, resolving inquiries and operational issues efficiently
Ensure all Treasury Management documentation and agreements are accurately completed, executed, and approved prior to implementation
Deliver high-quality customer service to internal and external stakeholders, proactively managing expectations and response timelines
Track and consolidate reported issues to identify trends and recommend process or system enhancements
Troubleshoot system and operational issues, coordinating with internal subject-matter experts to ensure seamless issue resolution and continuity of care
Support the Commercial Client Service Office with ad hoc projects, tasks, and initiatives
Consistently meet or exceed Service Level Agreement (SLA) standards
Collaborate with team members and leadership to ensure cross-coverage and timely completion of workflows
Manage urgent requests with a high degree of accuracy and quick turnaround

Company

Madison-Davis, LLC

twittertwitter
company-logo
Madison-Davis is a staffing and recruiting company offering financial services.

H1B Sponsorship

Madison-Davis, LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (22)
2024 (15)
2023 (8)
2022 (3)
2021 (1)

Funding

Current Stage
Growth Stage

Leadership Team

I
Ian Stewart
Founder and Advisor
linkedin
Company data provided by crunchbase