Treasury Onboarding Specialist — Client Success & Setup
PlainsCapital Bank
PlainsCapital Bank is looking for a Treasury Management Client Onboarding Specialist in Dallas, Texas. This role focuses on onboarding clients with Treasury Management products, ensuring a personalized and efficient experience. The ideal candidate will have at least 1 year of Treasury Management experience and strong customer service skills. Responsibilities include collaborating with Treasury Sales, managing agreements, and performing system installations. The position is hybrid, requiring local travel for meetings. #J-18808-Ljbffr PlainsCapital Bank
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...Client Onboarding Lead Client-Facing | Discovery-Focused | Senior-Level Salary: $90K - $107K 100% Remote About Us We are a well-... ...scope, identify risks, and establish a strong foundation for successful implementations and ongoing service. Key Responsibilities...Remote jobWork at office- ...The Benefits & Payroll Specialist is responsible for administering payroll processes and supporting... ..., including system testing, plan setup, rate updates, and integration... ...corrections Submit payroll funding requests to Treasury Maintain payroll schedules, accruals, and...Work at office
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