Bank Treasury Onboarding and Servicing Specialist at abc bank GmbH

, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

21 Dec, 25

Salary

0.0

Posted On

22 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Relationship Building, Problem Solving, Attention to Detail, Project Management, Microsoft Office Suite, Treasury Management Systems, Banking Regulations, KYC, AML Compliance, Communication Skills, Treasury Products, Cash Management, Client Service, Onboarding, Account Maintenance

Industry

Banking

Description

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: 1. Accept payments on accounts. 2. Answer questions and advise customers regarding loans and transactions. 3. Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts. 4. Check value of customer collateral to be held as loan security. 5. Contact credit bureaus, employers, and other sources in order to check applicants' credit and personal references. 6. Establish credit limits and grant extensions of credit on overdue accounts. 7. Complete loan records and send to loan admin for imaging. 8. Interview loan applicants in order to obtain personal and financial data, and to assist in completing applications. 9. Order property insurance or other insurance policies in order to ensure protection against loss on property. 10. Present loan and repayment schedules to customers. 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 401k 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.

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Responsibilities

The Treasury Onboarding and Servicing Specialist will manage the onboarding process for new treasury clients and assist in implementing treasury services. This role also involves providing ongoing servicing and support while ensuring compliance with operational standards.