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Veritex Team
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Treasury Management Operations - Treasury Onboarding Specialist I
Veritex Team Dallas, TX
$67k-84k (estimate)
Full Time 1 Week Ago
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Veritex Team is Hiring a Treasury Management Operations - Treasury Onboarding Specialist I Near Dallas, TX

Job SummaryUnder the direction of the Treasury Onboarding Supervisor, the Treasury Onboarding Specialist will be responsible for onboarding and maintenance Treasury Management Services for clients. The TOS will handle onboarding and coordinate with the Treasury Management Sales Associate when onboarding Treasury clients.Responsibilities and DutiesOnboard and maintenance all Treasury products and services for Treasury clientsProject management oversight to drive accuracy and timeliness of onboarding processCollaborate with Treasury partners to identify a prospect’s need for new Treasury service set-upReview Treasury Management Agreements, internal forms, and onboarding requests to ensure proper executionAct as subject matter expert for Treasury products, services, and systemsCommunicate directly with clients or their designees regarding testing and any format changes needed, including ACH files (CSV and NACHA formats), Positive Pay issue files, etc.Conduct product and system training for all new treasury clients.Coordinate with the Treasury partners regarding pending client trainings and request escalation as necessary.Coordinate with client to schedule and conduct training sessions. Manage smooth transition of new clients to our Treasury Support team after Onboarding is completed Act as a liaison with various internal departments to facilitate implementation of products such as Account Recon, Lockbox, Positive Pay, etc.Gather data and prepare reports for management, audit, and other department personnel.Responsible to maintain current and comprehensive knowledge of treasury management products, services, and industry trends.Ability to manage multiple priorities and SLA deadlinesJob Skills and QualificationsConduct business at all times with the highest standards of personal, professional and ethical conduct.May participate in any variety of meetings and work groups to integrate activities, communicate issues, obtain approvals, resolve problems and maintain specified level of knowledge pertaining to new developments, requirements, policies, and Treasury guidelines.Ensure all safety precautions are followed while performing the work.Perform any range of special projects, tasks and other related duties as assigned.Integrity, discretion, and respect for confidential information are absolutely essential.College degree in an applicable area or equivalent work experience preferredMinimum 1 year of banking experience, with a working knowledge of treasury products and services preferredCTP certification preferredJack Henry Silverlake and Remote Deposit experience preferredAccount Analysis experienceQ2 eBanking and Centrix experience preferredSuperior client service skills/attitudeGeneral working knowledge of all applicable banking laws and regulationsStrong oral presentation skills in speaking with clients, both in person and over the phoneStrong change management skills and ability to work at a consistently changing paceStrong organizational skills to include effective time management in all key responsibilities of jobStrong analytical, problem solving, and decision-making sillsAbility to handle multiple task and interruptions, in a fast-paced environment to ensure that deadlines are metDemonstrated ability to influence and establish positive working relationships across the organization requiredMust have solid proficiency in Windows and Microsoft Office, including but not limited to Word, Excel, Outlook, OneNote, and PowerPoint. Proficiency researching the Internet. Knowledge of computer and peripherals, standard and customized software applications and tools, and usual office equipment.Results oriented in a high-performance team environmentSelf-starter and ability to multi-task in a fast-paced environment

Job Summary

JOB TYPE

Full Time

SALARY

$67k-84k (estimate)

POST DATE

05/08/2024

EXPIRATION DATE

05/18/2024

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