A Career Opportunity as a Treasury Onboarding and Servicing Specialist
Are you on the lookout for a career that offers a professional work environment conducive to achieving personal and professional goals effectively and efficiently? If you possess qualities such as being cooperative, supportive, disciplined, and have a people-centric approach, then the Treasury Onboarding and Servicing Specialist position might just be the right fit for you.
We are currently in the process of hiring suitable candidates for the role of a Treasury Onboarding and Servicing Specialist in Wolfforth/Lubbock, Texas.
Job Role and Responsibilities
The Treasury Onboarding and Servicing Specialist will be responsible for managing the onboarding process for new treasury clients, assisting in implementing treasury services, and providing continuous servicing and support. This role demands a thorough understanding of treasury products, excellent customer service skills, and the ability to communicate effectively with clients and internal teams. The incumbent will ensure the client’s expectations are met while complying with the bank’s operational and compliance standards.
The key responsibilities of this role include:
- Treasury Client Onboarding
- Treasury Service Implementation
- Ongoing Client Servicing
- Account Maintenance & Updates
- Collaboration & Communication
About ABC Bank
At ABC Bank, our commitment is centered around Growing Relationships, Simplifying the Process, and Doing the Right Thing in everything we undertake. We believe that building strong, long-term relationships with our customers, employees, and the community are the foundation of every success. Our approach involves understanding the unique needs of those we serve, fostering trust, and providing personalized solutions. By focusing on the human side of business, we create connections that last and continue Growing Relationships.
We also understand that navigating the world of finance can be complex. That’s why we are dedicated to Simplifying the Process for our customers. We aim to make every interaction clear and straightforward, breaking down barriers and making financial decisions easier to understand and execute.
At the core of our company is a commitment to Doing the Right Thing – always. Whether it’s in our relationships with customers, the services we provide, or the decisions we make, we prioritize integrity and ethical practices. We hold ourselves to the highest standards, ensuring that every choice we make reflects our values and the trust our customers place in us.
Why Join Us?
Join us and be part of a team that is driven by these values – where growth, simplicity, and integrity define our path forward. We offer:
- A dynamic and supportive team environment
- Opportunities for growth and career development
- Competitive compensation and benefits package
Job Duties
The job duties of a Treasury Onboarding and Servicing Specialist include, but are not limited to:
- Treasury Client Onboarding:
- Guiding new treasury clients through the onboarding process, ensuring all necessary documentation, agreements, and system setups are completed accurately and on time.
- Collaborating with relationship managers, sales teams, and operations to understand client needs and ensure the right treasury products and services are selected.
- Assisting with initial approval processes to ensure that all bank policies and procedures are followed.
- Setting up and configuring treasury services such as ACH, wire transfers, fraud prevention tools, and account access.
- Treasury Service Implementation:
- Working directly with clients to implement and configure treasury solutions.
- Providing training and guidance to clients on the usage of treasury products, including online banking portals, reporting tools, and payment processing services.
- Coordinating with the IT and operations teams to address any technical issues related to system setups and ensure timely resolution.
- Ongoing Client Servicing:
- Serving as the primary point of contact for clients regarding treasury product inquiries, troubleshooting, and day-to-day service needs.
- Addressing client service issues promptly, ensuring high levels of client satisfaction and maintaining strong client relationships.
- Assisting clients in navigating complex treasury processes and systems to optimize their banking experience.
- Monitoring and reporting any client feedback or issues to internal teams, facilitating continuous service improvements.
- Account Maintenance & Updates:
- Managing updates and changes to client accounts, ensuring that any modifications are processed in compliance with internal policies and regulatory standards.
- Conducting regular reviews of client accounts to ensure accurate service delivery, identify opportunities for product enhancements or upgrades, and manage the risk profile.
- Account Analysis, maintenance and fee processing.
- Collaboration & Communication:
- Working closely with internal departments, including Treasury Sales, Operations, IT, Relationship Officers, and Compliance, to ensure seamless service delivery.
- Maintaining up-to-date knowledge of treasury products and services to effectively communicate offerings to clients.
- Participating in client meetings, calls, and presentations as needed to provide expertise on treasury products.
- Other duties as assigned by management.
- Regulatory Compliance:
- Ensuring that all treasury operations comply with relevant banking regulations and industry standards.
- Assisting with audits and regulatory inquiries related to treasury services.
Benefits
At ABC Bank, we offer a competitive salary and an excellent benefits package. Depending on employment status and position, the benefits can include:
- Medical, Dental, Vision, Telemedicine
- Paid Time off, Paid Volunteer Time, and Paid Holidays
- Flexible Spending Account, Dependent Care FSA
- Basic Life and AD&D Insurance, Voluntary Life and AD&D
- Long-Term Disability
- KSOP Retirement Plan
- Recruiting Referral Bonus
- Employee Stock Ownership Plan
- Lifestyle Spending Account Program
If you are ready to make a difference and contribute to the financial success of others, we encourage you to apply and be a part of our ABC Bank Family!
Requirements
The requirements for the role are as follows:
- Education:
- A Bachelor’s degree in Finance, Business, Accounting, or a related field is preferred.
- Experience:
- At least 2 years of experience in a treasury, cash management, or banking services role, with a focus on client service or onboarding.
- Experience with treasury management systems, payment platforms, and banking software is highly preferred.
- A strong understanding of treasury products (e.g., ACH, wire transfers, remote deposit, fraud prevention, lockbox services, etc.).
- Skills:
- Excellent customer service and relationship-building skills.
- Strong problem-solving abilities and attention to detail.
- Ability to manage multiple projects and priorities effectively.
- Proficiency in Microsoft Office Suite, particularly Excel; familiarity with treasury management systems is a plus.
- A solid understanding of banking regulations, KYC, and AML compliance.
- Strong communication skills, both written and verbal, to engage effectively with clients and internal teams.
EEO/AA/Background Disclaimer
If you are unable to submit your application electronically, you may contact the Human Resources Department at 806-775-5000 so that we may assist you. Our Company assures that all applicants for employment and all of its employees are given equal consideration based solely on job-related factors, such as qualifications, performance and availability. Such equal consideration applies to all personnel actions, including, but not limited to, recruitment, selection, appointment, job assignment, training, promotion, merit increases, demotion, termination, pay rates and fringe benefits.
The company commits to a rigorous and planned effort to encourage men and women of every race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other non-job-related characteristic to find happy, vital and productive job fulfillment at all levels of our company.
Qualified applicants will be required to have a drug screen in addition to background, credit, and reference checks.
For more information on this position, click Here.
