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Treasury Onboarding Specialist

Dallas, TX 75225

Posted: 01/24/2023 Employment Type: TempToFT Specialties: Finance/Financial Service Job Number: 137315 Pay Rate: $22.00/hour

Job Description

CornerStone Staffing is currently recruiting for the following position:

Job Title: Treasury Onboarding Specialist

Location: Dallas, TX

Pay: $21-24/hr

Schedule: Mon - Fri 8am-5pm

Responsibilities and Duties:

  • Onboard and maintenance all Treasury products and services for Treasury clients

  • Project management oversight to drive accuracy and timeliness of onboarding process

  • Collaborate with Treasury partners to identify a prospect s need for new Treasury service set-up

  • 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.

  • Conduct product and system training for all new treasury clients.

  • Coordinate with the Treasury partners regarding pending client trainings and request escalation as necessary.

  • Coordinate with client to schedule and conduct training sessions.

  • Manage smooth transition of new clients to our Treasury Support team after Onboarding is completed

  • Act as a liaison with various internal departments to facilitate implementation of products such as Account Recon, Lockbox, Positive Pay, etc.

  • Gather data and prepare reports for management, audit, and other department personnel.

  • Responsible to maintain current and comprehensive knowledge of treasury management products, services, and industry trends.

  • Ability to manage multiple priorities and SLA deadlines

Job Skills and Qualifications:

  • College degree in an applicable area or equivalent work experience preferred

  • Minimum 1 year of banking experience, with a working knowledge of treasury products and services preferred

  • CTP certification preferred

  • Jack Henry Silverlake and Remote Deposit experience preferred

  • Account Analysis experience

  • Q2 eBanking and Centrix experience preferred

Application Process Includes:

  • Drug testing

  • Background check

For immediate consideration, send your resume to richardson.resume@cornerstonestaffing.com

To Apply for this Job:

Click the Apply Online button, then:

  1. If you are currently registered with CornerStone Staffing, click the Log In button to add yourself as a candidate to this job.

  2. If you are NOT currently registered with CornerStone Staffing, click the Create Account button to complete the application.

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