Treasury Management Client Onboarding Specialist

Hilltop Holdings

Treasury Management Client Onboarding Specialist providing onboarding support for Treasury Management products. Focused on delivering personalized experiences and ensuring accuracy and timeliness.

Posted 6/8/2026full-timeDallas • Texas • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact

Provides a highly personalized onboarding experience for all Treasury Management clients.
Onboard all Treasury products and services for new and existing Treasury clients with emphasis on accuracy and timeliness.
Collaborates with Treasury Sales to identify a prospect’s need for new Treasury service set-up.
Reviews and manages all Treasury Management agreements, internal forms, and off boarding requests to ensure proper execution and storage.
Performs installation, system and file testing, and all onboarding support for the Treasury Management client.
Schedules and completes Treasury product training with Treasury Management client and completes a warm introduction to Treasury Management client support for ongoing service needs.
Supports new accounts opening and related processes including document management as needed for the Treasury Management client.
Treats customers and coworkers with a high level of professionalism at all times and attends client meetings and trainings as required.
Performs other duties as required.

Requirements

What you’ll need

High school diploma, general education degree (GED), or equivalent required; Associates degree or higher preferred.
1 year of previous Treasury Management experience in a related field of expertise; experience with the servicing of commercial accounts strongly preferred.
Proven strong service orientation and professional customer service skills with the ability to spend significant amounts of time answering customer inquiries via phone and email.
Excellent verbal, written, and interpersonal communication skills.
Excellent PC skills, including word processing and spreadsheets via Microsoft Office products, Adobe Pro and other custom applications and systems.
Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
Must be self-motivated with strong attention to detail and accountability.
Must be available to travel locally to meetings (less than 10%).

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Hilltop Holdings Website LinkedIn All Job Openings 1001 - 5000 employees Founded 2007 💸 Finance 🏦 Banking 💳 Fintech Finance
Banking
Fintech Hilltop Holdings is a financial services holding company with its roots in Texas, but a reach that extends across the United States. It operates through a diversified business model, providing services via its subsidiaries which include PlainsCapital Bank, a leading Texas-based bank, HilltopSecurities, a renowned municipal investment bank and financial solutions provider, and PrimeLending, a national home lender dedicated to facilitating homeownership. Hilltop Holdings is committed to corporate responsibility, ESG, and sustainability, as demonstrated in their recent initiatives and substantial community contributions. Recognized as a top workplace by USA Today in 2024, Hilltop Holdings prides itself on its positive impact both socially and economically. Treasury Management Client Onboarding Specialist Job not on LinkedIn 🔥 34 minutes ago 🏢 Dallas – Onsite ⏰ Full Time 🟢 Junior 🚀 Onboarding Specialist 🚫👨‍🎓 No degree required Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Provides a highly personalized onboarding experience for all Treasury Management clients.
Onboard all Treasury products and services for new and existing Treasury clients with emphasis on accuracy and timeliness.
Collaborates with Treasury Sales to identify a prospect’s need for new Treasury service set-up.
Reviews and manages all Treasury Management agreements, internal forms, and off boarding requests to ensure proper execution and storage.
Performs installation, system and file testing, and all onboarding support for the Treasury Management client.
Schedules and completes Treasury product training with Treasury Management client and completes a warm introduction to Treasury Management client support for ongoing service needs.
Supports new accounts opening and related processes including document management as needed for the Treasury Management client.
Treats customers and coworkers with a high level of professionalism at all times and attends client meetings and trainings as required.
Performs other duties as required. 🎯 Requirements
High school diploma, general education degree (GED), or equivalent required; Associates degree or higher preferred.
1 year of previous Treasury Management experience in a related field of expertise; experience with the servicing of commercial accounts strongly preferred.
Proven strong service orientation and professional customer service skills with the ability to spend significant amounts of time answering customer inquiries via phone and email.
Excellent verbal, written, and interpersonal communication skills.
Excellent PC skills, including word processing and spreadsheets via Microsoft Office products, Adobe Pro and other custom applications and systems.
Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
Must be self-motivated with strong attention to detail and accountability.
Must be available to travel locally to meetings (less than 10%). Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

Treasury Managementdocument managementsystem testingfile testingonboarding supportproduct trainingcustomer service

Soft Skills

service orientationprofessionalismcommunication skillsanalytical skillstime managementorganizational skillsproblem-solving skillsattention to detailself-motivation

Certifications

high school diplomaGEDAssociates degree