Treasury Operations & Client Onboarding Expert

Gulf Capital Bank; Houston (TX); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Vision insurance

401(k)

401(k) matching

Dental insurance

Job summary

Gulf Capital Bank is seeking a Treasury Management Specialist to support online banking setup, client training, and daily treasury operations. You will review reporting, assist with wire processing, and maintain client accounts in a compliant, client-focused environment.

The role requires meticulous attention to detail, strong communication, and the ability to work across departments to improve processes while adhering to bank policies and regulatory standards.

Qualifications

• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Ability to analyze information and use sound judgment.
• Proficiency with Microsoft Office and basic banking systems.
• Ability to manage time effectively and work with multiple tasks.

Responsibilities

• Set up online banking profiles for clients and provide product training.
• Review and complete reporting requirements and assist in wire operations.
• Support client operations, including account maintenance and password resets.
• Ensure regulatory compliance training and participate in annual audits.
• Assist in processing treasury activities and develop process improvements.

Skills

Communication skills

Analytical skills

Microsoft Office

Time management

Attention to detail

Problem solving

Self-motivated

Leadership

Regulatory knowledge

Education

High School Diploma

Associate’s Degree

Job description

Gulf Capital Bank is seeking a Treasury Management Specialist to support online banking setup, client training, and daily treasury operations. You will review reporting, assist with wire processing, and maintain client accounts in a compliant, client-focused environment.

The role requires meticulous attention to detail, strong communication, and the ability to work across departments to improve processes while adhering to bank policies and regulatory standards.