Treasury Management Client Onboarding Specialist

PrimeLending • Dallas, TX

21h • Onsite

About The Position

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.

Requirements

• High school diploma, general education degree (GED), or equivalent required
• 1 year of previous Treasury Management experience in a related field of expertise
• 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%).

Nice To Haves

• Associates degree or higher preferred.
• experience with the servicing of commercial accounts strongly preferred.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED