Talent.com
Treasury Management Onboarding Specialist Contract Strategic Staffing SolutionsPlano TX2 weeks ago
Treasury Management Onboarding Specialist Contract Strategic Staffing SolutionsPlano TX2 weeks agoStrategic Staffing Solutions • Plano TX
Treasury Management Onboarding Specialist Contract Strategic Staffing SolutionsPlano TX2 weeks ago

Treasury Management Onboarding Specialist Contract Strategic Staffing SolutionsPlano TX2 weeks ago

Strategic Staffing Solutions • Plano TX
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

STRATEGIC STAFFING SOLUTIONS HAS AN OPENING!

This is a Contract Opportunity with our company that MUST be worked on a W2 Only. No C2C eligibility for this position. Visa Sponsorship is Available! The details are below.

“Beware of scams. S3 never asks for money during its onboarding process.”

Job Title : Treasury Management Onboarding Specialist

Remote Work (Local to Plano, TX)

Duration : 12+ months

Job ref# 241980

Job Description :

  • Candidate will utilize their expertise to manage the end-to-end implementation process for Treasury Management accounts and provide product implementation support and training to clients.
  • Will work closely with the client, Treasury Management Sales Officers, Client Service Teams, and business partners to drive revenue generation by improving client experience and increasing client retention rate through effective management of client implementations.
  • Responsible for implementing and directing all aspects of Treasury Management products and related service set-up for new and existing clients of Treasury Management Offerings.
  • Acting as a central point of contact for the client throughout the implementation process, develops a customized plan for each client and directs junior resources and required internal partners (i.e., product, operations, technology, and risk) to ensure delivery of products and services is completed within agreed upon timeframes, with full ownership of end-to-end process from client commitment to revenue generation

General Responsibilities :

  • Operate independently and exercise professional judgment in making decisions that impact the client experience
  • Establish and maintain a high-level of credibility with clients and business partners
  • Provide a best in class client experience, while managing internal and external client expectations
  • Serve as product expert by accompanying and / or support sales officers on client calls to explain more complex product set-up to customers, provide feedback and advice on modifications, and help ensure our capabilities meet client needs
  • Acting as a subject matter expert, provide feedback and advice on modifications of Treasury Management Products
  • Will work jointly with Treasury Management Sales on deals prior to sale commitment
  • Facilitate pre-implementation kickoff & post sale call with client (in-person, via teleconference, or via email as required) to review project requirements, develop plan of approach, roles and responsibilities, discuss documents / information required from the client, and determine agreed upon timeframes for completion; regular communication with client and Treasury Management Sales Officer to update status and address issues
  • Effectively manage each implementation as a custom client specific project from end to end while meeting defined SLAs with a focus on expediting revenue generation
  • Maintain a current portfolio of client implementations and related promised dates, monitoring requests in queue to ensure aged items are expedited in a timely basis
  • Individually responsible for the quality and timeliness of all project deliverables, including executing client Operational Instructions, as well as the implementation of relevant project management practices (status reporting, issue tracking etc.)
  • Conduct new client training
  • Attend meetings and training as required to continue development and to enhance knowledge of cash management products, processes, and industry knowledge
  • Ability to prioritize daily workload to maximize productivity
  • Basic Qualifications :

    Bachelor s Degree or Military Experience or Equivalent Work Experience

    Preferred Qualifications :

  • At least 4 years of detailed knowledge of Treasury Management products and an understanding of the sales process
  • At least 4 years of customer service experience
  • Job ID : JOB-241980

    Publish Date : 09 Jun 2025

    Tagged as : Treasury Management Onboarding Specialist

    serp_jobs.job_alerts.create_a_job

    Treasury Management Specialist • Plano TX

    Job_description.internal_linking.related_jobs
    Treasury Service Specialist

    Treasury Service Specialist

    UMB Bank • Plano, TX, United States
    serp_jobs.job_card.full_time
    Commercial Bank servicing of treasury products, loans, and deposits by handling client requests while working hand in hand with internal teams, including implementations, treasury team, and banking...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Mortgage Specialist

    Mortgage Specialist

    Iron Mountain Inc • Dallas, TX, United States
    serp_jobs.job_card.permanent
    At Iron Mountain we know that work, when done well, makes a positive impact for our customers, our employees, and our planet. That's why we need smart, committed people to join us.Whether you're loo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Global Banking & Markets Operations - Mortgage Loan Servicing, Associate (Dallas)

    Global Banking & Markets Operations - Mortgage Loan Servicing, Associate (Dallas)

    The Goldman Sachs Group • Dallas, TX, United States
    serp_jobs.job_card.full_time
    At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients.We are a leading global financial services firm providing investment banking, securities and investment...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Treasury Analyst

    Treasury Analyst

    Public Storage • Plano, TX, United States
    serp_jobs.job_card.full_time
    Treasury Analyst will execute Mattel’s daily liquidity management, intercompany funding and propose borrowing and investment recommendations, manage global bank account process including optimizati...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Global Treasury Leader | Liquidity & Strategy (Hybrid)

    Global Treasury Leader | Liquidity & Strategy (Hybrid)

    Brewer Morris • Dallas, TX, United States
    serp_jobs.job_card.full_time
    A leading financial services firm is seeking a Head of Treasury in Fort Worth, Texas, to lead the global treasury function and partner with executives. This role involves overseeing financial strate...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Director, Credit Onboarding

    Director, Credit Onboarding

    The Options Clearing Corporation • Dallas, TX, United States
    serp_jobs.job_card.full_time
    THIS POSITION IS NOT ELIGIBLE FOR VISA SPONSORSHIP • • • • •.This role will be primarily responsible for safeguarding OCC by ensuring that Credit Risk Management (CRM) only recommends new clearing membe...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Crypto Operational Business Support Specialist

    Crypto Operational Business Support Specialist

    LTI Mindtree • Dallas, Texas, United States
    serp_jobs.job_card.full_time
    About US : LTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate innovation, and maximize gr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Bilingual Payment Specialist

    Bilingual Payment Specialist

    Purple Wave Auction • Dallas, TX, United States
    serp_jobs.job_card.full_time
    Are you a meticulous individual with a passion for delivering outstanding customer experiences? If so, you might be the perfect fit for our Bilingual Payment Specialist position with Purple Wave.We...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Contract Role : Principal Engineer – Cash Management Account (Wealth / Brokerage Integration)_Dallas, NY(Hybrid)

    Contract Role : Principal Engineer – Cash Management Account (Wealth / Brokerage Integration)_Dallas, NY(Hybrid)

    TechnoSphere, Inc. • Dallas, TX, United States
    serp_jobs.job_card.full_time
    Job Title : Principal Engineer – Cash Management Account (Wealth / Brokerage Integration).Location : Dallas (preferred) or New York, USA (On-site Hybrid (3 days a week)). Lead design and technical del...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Bankruptcy Specialist (Plano)

    Bankruptcy Specialist (Plano)

    North Texas Tollway Authority • Plano, TX, US
    serp_jobs.job_card.part_time
    The Bankruptcy Specialist is responsible for administering bankruptcy activities on behalf of NTTA, as well as serving as a liaison between NTTA, the customer, and / or the customers attorney or bank...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Associate Treasury Management Consultant II

    Associate Treasury Management Consultant II

    Capital One • Plano, TX, United States
    serp_jobs.job_card.full_time +1
    Associate Treasury Management Consultant II.The Associate Treasury Management Consultant (ATMC) II works within the assigned coverage model to support aligned Treasury Management Consultants (TMCs)...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Associate Mortgage Specialist

    Associate Mortgage Specialist

    GoodLeap • Plano, TX, United States
    serp_jobs.job_card.full_time
    GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, w...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Treasury Analyst

    Treasury Analyst

    Rexel • Plano, TX, United States
    serp_jobs.job_card.full_time
    Treasury Analyst will execute Mattel’s daily liquidity management, intercompany funding and propose borrowing and investment recommendations, manage global bank account process including optimizati...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Mortgage Specialist

    Mortgage Specialist

    Morgan Stanley • Dallas, TX, United States
    serp_jobs.job_card.full_time
    Morgan Stanley has earned a worldwide reputation for the excellence of its advice and execution in financial markets.With offices in more than 41 countries, the firm is truly global-and a market le...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Transaction Specialist

    Transaction Specialist

    MD7 • Allen, TX, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    MD7 is a digital infrastructure consultancy helping operators build a more connected world.Founded in 2003, MD7 has deep roots in digital networks and has grown to provide comprehensive expertise t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Trading • Dallas, TX, USA
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Before you continue, please watch this short recruiting video — it explains who we are, how our traders succeed, and what makes Maverick Trading different. Remote Day Trading Opportunity – Trade Fir...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Currencies • McKinney, TX
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Treasury Management Relationship Support Specialist

    Treasury Management Relationship Support Specialist

    Regions Bank • Dallas, TX, United States
    serp_jobs.job_card.full_time
    Thank you for your interest in a career at Regions.At Regions, we believe associates deserve more than just a job.We believe in offering performance-driven individuals a place where they can build ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted