Treasury Management Client Onboarding Specialist, Sr
About The Position
PlainsCapital Bank is currently looking to hire a Sr. Treasury Management Client Onboarding Specialist in Dallas, Texas. The Senior Treasury Management Client Onboarding Specialist serves as a strategic point of contact in delivering a seamless, personalized, and high-impact onboarding experience for high touch clients utilizing Treasury Management products and services. This senior-level position requires a seasoned professional with deep expertise in onboarding products, exceptional coordinating skills, and the ability to lead cross-functional teams to ensure timely and accurate onboarding aligned with client needs.
Requirements
- Associate’s degree in business or related field OR combination of equivalent relevant work experience and high school diploma, GED, or equivalent required.
- Minimum 3 year of Treasury Management experience or 5+ years of progressive experience in financial services or a related field.
- Strong customer service orientation with excellent verbal and written communication skills.
- Proficiency in Microsoft Office Suite, Adobe Pro, and other relevant systems.
- Exceptional organizational, analytical, and time management skills.
- Ability to multitask in a fast-paced, deadline-driven environment.
- Self-motivated with a high level of accuracy and accountability.
- Collaborative mindset with the ability to influence and support team success.
Nice To Haves
- Must be available to travel locally to meetings (less than 10%).
Responsibilities
- Lead the development and process of customized onboarding plans and timelines for complex client relationships, ensuring full operational readiness by the agreed go-live date.
- Serve as a senior-level subject matter expert on Treasury Management products and services, advising clients and the Treasury Onboarding team on best practices and solution(s) alignment.
- Provide guidance on product capabilities, enhancements, implementation, regulatory considerations, and strategies.
- Maintain proactive, transparent, and strategic communication with clients and internal partners throughout the onboarding lifecycle.
- Deliver client training and ensure a seamless transition to ongoing support teams through a warm handoff process.
- Coordinate with specialized internal departments (e.g., ACH, Lockbox, Wires, Check Services) to ensure timely and accurate implementation of Treasury Management solutions.
- Resolve escalations and ensure alignment with team on client expectations and SLA commitments.
- Lead technical onboarding activities including system configuration, file testing, data mapping, and validation to ensure successful product deployment.
- Collaborate with IT and operations teams to troubleshoot and optimize technical integrations.
- Review and manage Treasury Management agreements, onboarding/offboarding requests, and internal documentation to ensure compliance, accuracy, and secure recordkeeping.
- Partner with leadership to assess regulatory standards and mitigate risk.
- Stay current on industry trends, emerging technologies, and Treasury Management innovations.
- Identify and implement process enhancements that improve efficiency, scalability, and client satisfaction.
- Provide oversight and support for account opening procedures and related documentation ensuring accuracy and adherence to internal policies.
- Perform additional responsibilities as assigned to support departmental goals, strategic initiatives, and client success.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
