Senior Onboarding Specialist
Texas Capital Bank

Richardson, Texas

Posted in Banking

This job has expired.

Job Info

Texas Capital Bank is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital Bank, we do more than build business success. We build long lasting relationships.

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital Bank was recently named the #1 most trusted bank in the country on Newsweek's inaugural list of America's Most Trusted Companies. For more information about joining our team, please visit us at

  • Onboard all Treasury products and services for new Treasury clients
  • Project management oversight to drive accuracy and timeliness of onboarding process
  • Collaborate with Treasury Sales to identify a prospect's need for new Treasury service set-up
  • Create and review Treasury Management Agreements, internal forms and onboarding requests to ensure proper execution
  • Act as subject matter expert for Treasury products, services and systems
  • Communicate directly with clients or their designees regarding testing and any format changes needed, including ACH files (CSV and NACHA formats), Positive Pay issue files, etc.
  • Coordinate smooth transition of new clients to our Education Specialist team for client training after Onboarding is completed
  • Act as liaison with various internal departments to facilitate implementation of products such as Account Recon, Lockbox, Positive Pay, etc.
  • Mentor other Onboarding Specialists, including training of new associates
  • Other duties as assigned

The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.

  • Bachelor Degree preferred
  • Minimum 3+ years of banking experience, with a working knowledge of treasury products and services preferred
  • General working knowledge of all applicable banking laws and regulations
  • Strong oral presentation skills in speaking with clients, both in person and over the phone
  • Excellent problem-solving, analytical and critical thinking skills
  • Ability to influence and establish positive working relationships across the organization
  • Results oriented in a high performance team environment
  • Self-starter and ability to multi-task in a fast paced environment
  • Outstanding organization and effective time management skills
  • Proficiency in the use of Microsoft Office products (MS Word, MS PowerPoint, MS Excel)
  • CTP certification preferred but not required

This job has expired.

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