Treasury Management Client Onboarding Specialist

PrimeLending, A PlainsCapital Company; Dallas (TX); On-site; USD 50,000 - 64,000; Full time

Job summary

A leading company is looking for a Treasury Management Client Onboarding Specialist in Dallas, Texas. The role involves providing comprehensive onboarding support for Treasury Management products while ensuring a personalized experience for clients. Ideal candidates will have strong customer service skills and relevant experience in Treasury Management.

Qualifications

• 1 year of Treasury Management experience preferred.
• Ability to answer inquiries via phone and email.
• Strong service orientation and professionalism.

Responsibilities

• Provide onboarding support for all Treasury Management products.
• Collaborate with Treasury Sales to identify client needs.
• Manage agreements and internal forms for Treasury Management.

Skills

Customer Service

Communication

Analytical Skills

Organization

Time Management

Problem-Solving

Education

High school diploma or GED required

Associate's degree or higher preferred

Tools

Microsoft Office

Adobe Pro

Job description

Treasury Management Client Onboarding Specialist

Join to apply for the Treasury Management Client Onboarding Specialist role at PrimeLending, A PlainsCapital Company

Treasury Management Client Onboarding Specialist

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Join to apply for the Treasury Management Client Onboarding Specialist role at PrimeLending, A PlainsCapital Company

Description

PlainsCapital Bank is currently looking to hire a Treasury Management Client Onboarding Specialist in Dallas, Texas. The Treasury Management Client Onboarding Specialist is responsible for the complete onboarding support of all Treasury Management products and services while providing the client with a personalized onboarding experience.

Description

PlainsCapital Bank is currently looking to hire a Treasury Management Client Onboarding Specialist in Dallas, Texas. The Treasury Management Client Onboarding Specialist is responsible for the complete onboarding support of all Treasury Management products and services while providing the client with a personalized onboarding experience.

Responsibilities

• Provides a highly personalized onboarding experience for all Treasury Management clients.
• Onboard all Treasury products and services for new and existing Treasury clients with emphasis on accuracy and timeliness.
• Collaborates with Treasury Sales to identify a prospect’s need for new Treasury service set-up.
• Reviews and manages all Treasury Management agreements, internal forms, and off boarding requests to ensure proper execution and storage.
• Performs installation, system and file testing, and all onboarding support for the Treasury Management client.
• Schedules and completes Treasury product training with Treasury Management client and completes a warm introduction to Treasury Management client support for ongoing service needs.
• Supports new accounts opening and related processes including document management as needed for the Treasury Management client.
• Treats customers and coworkers with a high level of professionalism at all times and attends client meetings and trainings as required.
• Performs other duties as required.
  
  

The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

Qualifications

• High school diploma, general education degree (GED), or equivalent required; Associates degree or higher preferred.
• 1 year of previous Treasury Management experience in a related field of expertise; experience with the servicing of commercial accounts strongly preferred.
• Proven strong service orientation and professional customer service skills with the ability to spend significant amounts of time answering customer inquiries via phone and email.
• Excellent verbal, written, and interpersonal communication skills.
• Excellent PC skills, including word processing and spreadsheets via Microsoft Office products, Adobe Pro and other custom applications and systems.
• Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
• Must be self-motivated with strong attention to detail and accountability.
• Must be available to travel locally to meetings (less than 10%).

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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