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 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.

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.

KEY RESPONSIBILITIES:

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

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.