Treasury Management Client Onboarding Specialist

PlainsCapital Bank; Dallas (TX); On-site; USD 45,000 - 60,000; Full time

Job summary

A leading bank in Texas is seeking a Treasury Management Client Onboarding Specialist to enhance client onboarding experiences. The role involves managing Treasury products, collaborating with sales teams, and ensuring timely service delivery. Ideal candidates will have strong customer service skills and relevant experience, with opportunities for professional growth in a supportive environment.

Qualifications

• At least 1 year of Treasury Management experience, preferably with commercial accounts.
• Strong customer service orientation and communication skills.

Responsibilities

• Provide personalized onboarding experience for Treasury Management clients.
• Manage Treasury Management agreements, forms, and offboarding requests.
• Schedule and conduct Treasury product training.

Skills

Customer Service

Communication

Analytical Skills

Organizational Skills

Problem Solving

Education

High school diploma or GED

Associate degree or higher

Tools

Microsoft Office

Adobe Pro

Job description

Treasury Management Client Onboarding Specialist

Join to apply for the Treasury Management Client Onboarding Specialist role at PlainsCapital Bank.

Location: Dallas, Texas

Responsibilities

• Provide a personalized onboarding experience for Treasury Management clients.
• Onboard all Treasury products and services accurately and timely for new and existing clients.
• Collaborate with Treasury Sales to identify client needs for new Treasury services.
• Manage Treasury Management agreements, forms, and offboarding requests.
• Perform installation, testing, and onboarding support for Treasury Management clients.
• Schedule and conduct Treasury product training and introduce ongoing support channels.
• Support new account openings and related documentation processes.
• Maintain professionalism with clients and colleagues; participate in meetings and training as required.
• Perform other duties as assigned.

Qualifications

• High school diploma, GED, or equivalent; Associate degree or higher preferred.
• At least 1 year of Treasury Management experience, preferably with commercial accounts.
• Strong customer service orientation and communication skills.
• Proficiency in Microsoft Office, Adobe Pro, and relevant systems.
• Excellent analytical, organizational, and problem-solving skills.
• Self-motivated with attention to detail and accountability.
• Availability for local travel (less than 10%).

About PlainsCapital Bank

Founded in 1988 in Lubbock, Texas, PlainsCapital Bank has grown to over 30 years of relationship banking, with approximately 59 locations across Texas. We focus on personalized service, financial strength, and stability, offering a full suite of banking products for both commercial and personal banking needs.

Additional Information

Seniority level: Entry level

Employment type: Full-time

Job function: Finance and Sales

Industry: Banking