Byline Bank
TM Onboarding Solutions Specialist (Hybrid-Chicago,IL)
Byline Bank, Chicago, Illinois, United States, 60290
TM Onboarding Solutions Specialist (Hybrid-Chicago,IL)
Join to apply for the
TM Onboarding Solutions Specialist (Hybrid-Chicago,IL)
role at
Byline Bank TM Onboarding Solutions Specialist (Hybrid-Chicago,IL)
1 day ago Be among the first 25 applicants Join to apply for the
TM Onboarding Solutions Specialist (Hybrid-Chicago,IL)
role at
Byline Bank This range is provided by Byline Bank. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$72,000.00/yr - $95,000.00/yr About Byline Bank
Headquartered in Chicago, Byline Bank is a full-service commercial bank serving small- and medium-sized businesses, financial sponsors and consumers. Byline Bank has approximately $9.6 billion in assets and operates 46 branch locations throughout the Chicago and Milwaukee metropolitan areas. Byline Bank offers a broad range of commercial and community banking products and services, including small-ticket equipment leasing solutions, and is one of the top Small Business Administration lenders in the United States according to the national SBA ranking by the U.S. Small Business Administration by volume FY2023. Byline Bank is a member of FDIC and an Equal Housing Lender.
At Byline Bank, we take pride in being an award-winning workplace. Some of our recent recognitions include:
U.S. News & World Report named Byline Bank as one of the Best Companies to Work for in the Midwest, Finance & Overall in 2024-2025, 2025-2026. Chicago Sun Times Chicago’s Best Workplaces 2024 Best Workplaces in Illinois in 2024 by Best Companies Group and Illinois SHRM (Society for Human Resource Management) Forbes America’s Best Small Employers 2023
By joining our team, you will become part of an organization that values growth, collaboration, and innovation. We strive to create an environment where employees feel supported and are empowered to excel in their roles. If you're looking for a career with a company that puts people first and makes a difference in the communities we serve, Byline Bank is the place for you.
Objective of Position : The Treasury Management Onboarding Solutions Specialist is responsible for conducting gap analyses, designing client solutions, managing onboarding projects, and providing ongoing support for business customers using Treasury Management systems. This role ensures seamless implementation and operational integrity while maintaining compliance with bank policies and regulatory requirements.
Duties & Responsibilities
Conducts comprehensive gap analyses to identify client needs and align Treasury Management solutions accordingly. Designs and recommends customized onboarding solutions for business clients across various Treasury Management platforms. Leads end-to-end onboarding projects, including planning, execution, and post-implementation support. Develops and manages detailed project plans for complex implementations, ensuring timely and accurate delivery. Coordinates and facilitates client onboarding meetings, acting as the primary liaison between clients and internal teams. Oversees product implementation, ensuring seamless integration with client systems and processes. Provides daily support to clients, including troubleshooting, issue resolution, billing, transaction limit change requests, and system navigation assistance. Explains policies and procedures and identifies and resolves system-related issues, escalating as needed to ensure minimal disruption to client operations. Ensures all onboarding activities comply with bank policies, procedures, and regulatory requirements. Maintains operational integrity of client accounts and processes throughout the onboarding lifecycle. Collaborates with internal stakeholders including Sales, Product, Operations, and IT to ensure client satisfaction. Interface with key contacts at the bank’s back-office payment processor to understand capabilities, request Statements of Work (SOWs), and coordinate the implementation or modification of services. Provides secondary support for escalated client issue resolution after hours. Performs maintenance requests for cash management products. Assists with regular risk reviews and audits of cash management products and provides operational reporting. Conducts training sessions for business clients on Treasury Management products, ensuring effective understanding and adoption. Assists in the preparation of customer-facing and internal communications, including onboarding materials, product documentation, and support resources. Conducts periodic pricing reviews and perform monthly analysis of account statements to ensure accuracy and alignment with client agreements. Continuously seeks opportunities to improve onboarding processes and enhance the client experience. All other duties as assigned.
Note: Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Qualifications
Bachelor’s degree in Business Management or a related field. 4+ years’ prior experience in a similar role. Strong understanding of common file formats used for payment and transaction processing both for client-submitted and bank-provided files. In-depth knowledge of account analysis and treasury management products and services. Strong analytical and problem-solving skills. Excellent verbal and written communication skills with the ability communicate complicated information to customers in a clear and concise manner. Strong customer service skills. Highly motivated and experienced in managing multiple tasks. Demonstrates and promotes high ethical standards and behavior. Ability to adapt to change and supports others in navigating transitions, fostering resilience and flexibility in dynamic environments. Ability to make accurate and timely decisions under pressure, maintaining professionalism and sound judgment in high-stakes situations. Excellent process and procedural knowledge, advanced team building and collaboration skills to manage the diverse services provided. Fosters open communication among various teams and departments. High-level proficiency in MS Office Suite.
Physical Demands/Work Environment
Usual office environment with frequent sitting, walking, and standing, and occasional climbing, stooping, kneeling, crouching, crawling, and balancing. Frequent use of eye, hand, and finger coordination enabling the use of office equipment. Oral and auditory capacity enabling interpersonal communication as well as communication through automated devices.
At Byline Bank, we value work-life flexibility and support a hybrid work environment for this position. This role allows for a combination of remote and in-office work, with occasional visits to the office based on business needs. Specific in-office days may vary and will be discussed during the interview process.
Compensation & Benefits
Byline Bank offers competitive industry rate salary bands with the goal of retaining and growing talented individuals. We regularly review and adjust our compensation structure as needed to ensure equity across teams and levels.
The salary range for this position is between $72,000 and $95,000.
In addition, Byline provides benefits including medical coverage, dental, vision, disability, 401k, paid time off and much more! Depending on the specific role, compensation may also include discretionary bonuses and other benefit programs. The actual compensation package may vary based on factors such as skill set, experience level, and candidate's location.
Additional Information
Byline Bank is an Equal Opportunity Employment / Affirmative Action employer dedicated to providing an inclusive workplace where the unique differences of our employees are welcomed, respected, and valued. We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment.
All employment decisions at Byline Bank are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, protected veteran status, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Byline Bank will not tolerate discrimination or harassment based on any of these characteristics.
Byline Bank is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please contact us directly at 773-475-2900, Option #2.
If applying within the US, this role is not eligible for visa sponsorship now or in the future.
Note To Recruitment Agencies And Third-Party Recruiters
Byline Bank kindly requests that third-party recruiters, staffing agencies, and recruitment firms refrain from submitting resumes or candidate profiles without a prior agreement in place. Any unsolicited submissions will be considered property of Byline Bank, and no fees will be paid for placements resulting from such submissions. We appreciate your understanding and cooperation. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Referrals increase your chances of interviewing at Byline Bank by 2x Get notified about new Solutions Specialist jobs in
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Join to apply for the
TM Onboarding Solutions Specialist (Hybrid-Chicago,IL)
role at
Byline Bank TM Onboarding Solutions Specialist (Hybrid-Chicago,IL)
1 day ago Be among the first 25 applicants Join to apply for the
TM Onboarding Solutions Specialist (Hybrid-Chicago,IL)
role at
Byline Bank This range is provided by Byline Bank. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$72,000.00/yr - $95,000.00/yr About Byline Bank
Headquartered in Chicago, Byline Bank is a full-service commercial bank serving small- and medium-sized businesses, financial sponsors and consumers. Byline Bank has approximately $9.6 billion in assets and operates 46 branch locations throughout the Chicago and Milwaukee metropolitan areas. Byline Bank offers a broad range of commercial and community banking products and services, including small-ticket equipment leasing solutions, and is one of the top Small Business Administration lenders in the United States according to the national SBA ranking by the U.S. Small Business Administration by volume FY2023. Byline Bank is a member of FDIC and an Equal Housing Lender.
At Byline Bank, we take pride in being an award-winning workplace. Some of our recent recognitions include:
U.S. News & World Report named Byline Bank as one of the Best Companies to Work for in the Midwest, Finance & Overall in 2024-2025, 2025-2026. Chicago Sun Times Chicago’s Best Workplaces 2024 Best Workplaces in Illinois in 2024 by Best Companies Group and Illinois SHRM (Society for Human Resource Management) Forbes America’s Best Small Employers 2023
By joining our team, you will become part of an organization that values growth, collaboration, and innovation. We strive to create an environment where employees feel supported and are empowered to excel in their roles. If you're looking for a career with a company that puts people first and makes a difference in the communities we serve, Byline Bank is the place for you.
Objective of Position : The Treasury Management Onboarding Solutions Specialist is responsible for conducting gap analyses, designing client solutions, managing onboarding projects, and providing ongoing support for business customers using Treasury Management systems. This role ensures seamless implementation and operational integrity while maintaining compliance with bank policies and regulatory requirements.
Duties & Responsibilities
Conducts comprehensive gap analyses to identify client needs and align Treasury Management solutions accordingly. Designs and recommends customized onboarding solutions for business clients across various Treasury Management platforms. Leads end-to-end onboarding projects, including planning, execution, and post-implementation support. Develops and manages detailed project plans for complex implementations, ensuring timely and accurate delivery. Coordinates and facilitates client onboarding meetings, acting as the primary liaison between clients and internal teams. Oversees product implementation, ensuring seamless integration with client systems and processes. Provides daily support to clients, including troubleshooting, issue resolution, billing, transaction limit change requests, and system navigation assistance. Explains policies and procedures and identifies and resolves system-related issues, escalating as needed to ensure minimal disruption to client operations. Ensures all onboarding activities comply with bank policies, procedures, and regulatory requirements. Maintains operational integrity of client accounts and processes throughout the onboarding lifecycle. Collaborates with internal stakeholders including Sales, Product, Operations, and IT to ensure client satisfaction. Interface with key contacts at the bank’s back-office payment processor to understand capabilities, request Statements of Work (SOWs), and coordinate the implementation or modification of services. Provides secondary support for escalated client issue resolution after hours. Performs maintenance requests for cash management products. Assists with regular risk reviews and audits of cash management products and provides operational reporting. Conducts training sessions for business clients on Treasury Management products, ensuring effective understanding and adoption. Assists in the preparation of customer-facing and internal communications, including onboarding materials, product documentation, and support resources. Conducts periodic pricing reviews and perform monthly analysis of account statements to ensure accuracy and alignment with client agreements. Continuously seeks opportunities to improve onboarding processes and enhance the client experience. All other duties as assigned.
Note: Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Qualifications
Bachelor’s degree in Business Management or a related field. 4+ years’ prior experience in a similar role. Strong understanding of common file formats used for payment and transaction processing both for client-submitted and bank-provided files. In-depth knowledge of account analysis and treasury management products and services. Strong analytical and problem-solving skills. Excellent verbal and written communication skills with the ability communicate complicated information to customers in a clear and concise manner. Strong customer service skills. Highly motivated and experienced in managing multiple tasks. Demonstrates and promotes high ethical standards and behavior. Ability to adapt to change and supports others in navigating transitions, fostering resilience and flexibility in dynamic environments. Ability to make accurate and timely decisions under pressure, maintaining professionalism and sound judgment in high-stakes situations. Excellent process and procedural knowledge, advanced team building and collaboration skills to manage the diverse services provided. Fosters open communication among various teams and departments. High-level proficiency in MS Office Suite.
Physical Demands/Work Environment
Usual office environment with frequent sitting, walking, and standing, and occasional climbing, stooping, kneeling, crouching, crawling, and balancing. Frequent use of eye, hand, and finger coordination enabling the use of office equipment. Oral and auditory capacity enabling interpersonal communication as well as communication through automated devices.
At Byline Bank, we value work-life flexibility and support a hybrid work environment for this position. This role allows for a combination of remote and in-office work, with occasional visits to the office based on business needs. Specific in-office days may vary and will be discussed during the interview process.
Compensation & Benefits
Byline Bank offers competitive industry rate salary bands with the goal of retaining and growing talented individuals. We regularly review and adjust our compensation structure as needed to ensure equity across teams and levels.
The salary range for this position is between $72,000 and $95,000.
In addition, Byline provides benefits including medical coverage, dental, vision, disability, 401k, paid time off and much more! Depending on the specific role, compensation may also include discretionary bonuses and other benefit programs. The actual compensation package may vary based on factors such as skill set, experience level, and candidate's location.
Additional Information
Byline Bank is an Equal Opportunity Employment / Affirmative Action employer dedicated to providing an inclusive workplace where the unique differences of our employees are welcomed, respected, and valued. We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment.
All employment decisions at Byline Bank are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, protected veteran status, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Byline Bank will not tolerate discrimination or harassment based on any of these characteristics.
Byline Bank is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please contact us directly at 773-475-2900, Option #2.
If applying within the US, this role is not eligible for visa sponsorship now or in the future.
Note To Recruitment Agencies And Third-Party Recruiters
Byline Bank kindly requests that third-party recruiters, staffing agencies, and recruitment firms refrain from submitting resumes or candidate profiles without a prior agreement in place. Any unsolicited submissions will be considered property of Byline Bank, and no fees will be paid for placements resulting from such submissions. We appreciate your understanding and cooperation. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Referrals increase your chances of interviewing at Byline Bank by 2x Get notified about new Solutions Specialist jobs in
Chicago, IL . Solutions Engineer | 100% Remote | VC-backed, SaaS Company
Chicago, IL $120,000.00-$240,000.00 1 month ago Lombard, IL $74,000.00-$92,000.00 5 days ago Customer Solutions and Claims Specialist
Des Plaines, IL $45,000.00-$59,000.00 2 weeks ago Solutions Engineer - Purchase Order Management
Customer Solutions Engineer, Cloud ProductWorks, Professional Services
Chicago, IL $123,000.00-$176,000.00 5 days ago Chicago, IL $160,000.00-$200,000.00 2 days ago Solutions Engineer - Return and Interstore
Senior Implementation Specialist, APAC (Remote - US, Japan Hours)
Chicago, IL $160,000.00-$180,000.00 1 month ago Customer Solutions Engineer, gTech Ads, gTech
Chicago, IL $97,500.00-$140,000.00 2 days ago Chicago, IL $137,500.00-$236,500.00 1 week ago Chicago, IL $134,000.00-$198,000.00 3 weeks ago Chicago, IL $83,300.00-$98,000.00 1 day ago Future Opportunities in Delivery Solutions
Chicago, IL $150,000.00-$175,000.00 1 week ago Chicago, IL $200,000.00-$260,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr