CareerPlan

Treasury Management Onboarding Specialist (Open to Locations w/in the M&T Footprint)

Williamsville, NY, USFull-time$47k–$78k2026-10-30 → 2026-11-10

Core

End-to-end implementation and fulfillment of Treasury Management products and services for commercial clients.

Role type

Treasury Management Implementation Specialist

Builds

Treasury Management service setups and client onboarding

Domain

Banking / Treasury Management

Required skills

Treasury Management processes, service request setup, legal agreement management, bank systems, issue resolution, regulatory compliance, risk standards adherence

Preferred skills

Bachelor's degree, self-motivation, organizational skills, interpersonal skills, multi-system application usage

Technologies

Bank systems

Responsibilities

Own TM service request setups, conduct research for requests, validate and collect legal agreements, monitor work queue, resolve implementation issues, attend training calls, adhere to risk and regulatory standards, maintain internal control standards

Seniority

Entry-level, individual contributor