Bank Treasury Onboarding and Servicing Specialist

Description

Are you looking for a career in a professional work environment where you can achieve personal and professional goals consistently and efficiently? If you are cooperative, supportive, disciplined, and have a people-focused nature, then our Treasury Onboarding and Servicing Specialist position could be a good fit for you.

We are currently seeking qualified applicants to work as a Treasury Onboarding and Servicing Specialist in Wolfforth/Lubbock, Texas.

The Treasury Onboarding and Servicing Specialist will manage the onboarding process for new treasury clients, assist in implementing treasury services, and provide ongoing servicing and support. This role will require a deep understanding of treasury products, excellent customer service skills, and the ability to effectively communicate with clients and internal teams. The individual will ensure clients' expectations are met while adhering to the bank’s operational and compliance standards.

Key Responsibilities:

• Treasury Client Onboarding
• Treasury Service Implementation
• Ongoing Client Servicing
• Account Maintenance & Updates
• Collaboration & Communication:

About Us:

At ABC Bank, we are committed to Growing Relationships, Simplifying the Process, and Doing the Right Thing in everything we do.

We believe that building strong, long-term relationships with our customers, employees, and community is at the heart of every success. Our approach is centered around 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.

Join us and be part of a team that is driven by these values—where growth, simplicity, and integrity define our path forward.

Why Join Us?

• A dynamic and supportive team environment
• Opportunities for growth and career development
• Competitive compensation and benefits package

Job Duties:

• Treasury Client Onboarding:
  • Guide new treasury clients through the onboarding process, ensuring all necessary documentation, agreements, and system setups are completed accurately and on time.
  • Collaborate with relationship managers, sales teams, and operations to understand client needs and ensure the right treasury products and services are selected.
  • Assist with initial approval processes to ensure that all bank policies and procedures are followed.
  • Set up and configure treasury services such as ACH, wire transfers, fraud prevention tools, and account access.
• Treasury      Service Implementation:
  • Work directly with clients to implement and configure treasury solutions.
  • Provide training and guidance to clients on the usage of treasury products, including online banking portals, reporting tools, and payment processing services.
  • Coordinate with the IT and operations teams to address any technical issues related to system setups and ensure timely resolution.
• Ongoing      Client Servicing:
  • Serve as the primary point of contact for clients regarding treasury product inquiries, troubleshooting, and day-to-day service needs.
  • Address client service issues promptly, ensuring high levels of client satisfaction and maintaining strong client relationships.
  • Assist clients in navigating complex treasury processes and systems to optimize their banking experience.
  • Monitor and report any client feedback or issues to internal teams, facilitating continuous service improvements.
• Account      Maintenance & Updates:
  • Manage updates and changes to client accounts, ensuring that any modifications are processed in compliance with internal policies and regulatory standards.
  • Conduct 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:
  • Work closely with internal departments, including Treasury Sales, Operations, IT, Relationship Officers, and Compliance, to ensure seamless service delivery.
  • Maintain up-to-date knowledge of treasury products and services to effectively communicate offerings to clients.
  • Participate in client meetings, calls, and presentations as needed to provide expertise on treasury products.
  • Other duties as assigned by management.
• Regulatory      Compliance:
  • Ensure that all treasury operations comply with relevant banking regulations and industry standards.
  • Assist with audits and regulatory inquiries related to treasury services.
• Other duties as assigned. 

Benefits:

We offer a competitive salary and excellent benefit packages. Benefits vary based on employment status and position but 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 eager 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

Education:

• Bachelor’s degree in Finance, Business, Accounting, or a related field is preferred.
• Experience:
  • 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.
  • 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.
  • Proficient in Microsoft Office Suite, particularly Excel; familiarity with treasury management systems is a plus.
  • 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.