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Senior Treasury Management Client Onboarding Specialist
Hilltop HoldingsSr. Treasury Management Client Onboarding Specialist managing onboarding for high touch clients at PlainsCapital Bank.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Treasury Management products and services, with a focus on client onboarding, regulatory compliance, and process optimization. Proven ability to lead technical onboarding activities and maintain effective communication with clients and internal teams.
Highest-signal resume keywords
Treasury Management ExperienceClient Onboarding LeadershipRegulatory Compliance KnowledgeMicrosoft Office Suite ProficiencyCustomer Service Orientation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Treasury ManagementSystem ConfigurationFile TestingData MappingImplementation StrategiesProcess EnhancementsAccount Opening ProceduresDocumentation ManagementTechnical Integration TroubleshootingAnalytical Skills
Soft Skills
Excellent Communication SkillsOrganizational SkillsTime ManagementCollaborative MindsetSelf-Motivated
Tools & Technologies
Microsoft Office SuiteAdobe Pro
Industry Keywords
Financial ServicesClient RelationshipsOperational ReadinessSLA CommitmentsEmerging TechnologiesClient SatisfactionWarm Handoff ProcessEscalation ResolutionInternal PoliciesRisk Mitigation
About the role
Key responsibilities & impact- Lead the development and process of customized onboarding plans and timelines for complex client relationships, ensuring full operational readiness by the agreed go-live date.
- Serve as a senior-level subject matter expert on Treasury Management products and services, advising clients and the Treasury Onboarding team on best practices and solution(s) alignment.
- Provide guidance on product capabilities, enhancements, implementation, regulatory considerations, and strategies.
- Maintain proactive, transparent, and strategic communication with clients and internal partners throughout the onboarding lifecycle.
- Deliver client training and ensure a seamless transition to ongoing support teams through a warm handoff process.
- Coordinate with specialized internal departments (e.g., ACH, Lockbox, Wires, Check Services) to ensure timely and accurate implementation of Treasury Management solutions.
- Resolve escalations and ensure alignment with team on client expectations and SLA commitments.
- Lead technical onboarding activities including system configuration, file testing, data mapping, and validation to ensure successful product deployment.
- Collaborate with IT and operations teams to troubleshoot and optimize technical integrations.
- Review and manage Treasury Management agreements, onboarding/offboarding requests, and internal documentation to ensure compliance, accuracy, and secure recordkeeping.
- Partner with leadership to assess regulatory standards and mitigate risk.
- Stay current on industry trends, emerging technologies, and Treasury Management innovations.
- Identify and implement process enhancements that improve efficiency, scalability, and client satisfaction.
- Provide oversight and support for account opening procedures and related documentation ensuring accuracy and adherence to internal policies.
- Perform additional responsibilities as assigned to support departmental goals, strategic initiatives, and client success.
Requirements
What you’ll need- Associate’s degree in business or related field OR combination of equivalent relevant work experience and high school diploma, GED, or equivalent required.
- Minimum 3 year of Treasury Management experience or 5+ years of progressive experience in financial services or a related field.
- Strong customer service orientation with excellent verbal and written communication skills.
- Proficiency in Microsoft Office Suite, Adobe Pro, and other relevant systems.
- Exceptional organizational, analytical, and time management skills.
- Ability to multitask in a fast-paced, deadline-driven environment.
- Self-motivated with a high level of accuracy and accountability.
- Collaborative mindset with the ability to influence and support team success.
- Must be available to travel locally to meetings (less than 10%).
Benefits
Comp & perks- Healthcare coverage
- Competitive salary package
- Professional development opportunities
- Paid time off
- Flexible working arrangements