Treasury Onboarding Specialist
Dallas, TX 75225 RICHARDSON
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:
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Onboard and maintenance all Treasury products and services for Treasury clients
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Project management oversight to drive accuracy and timeliness of onboarding process
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Collaborate with Treasury partners to identify a prospect s need for new Treasury service set-up
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Review Treasury Management Agreements, internal forms, and onboarding requests to ensure proper execution
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Act as subject matter expert for Treasury products, services, and systems
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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.
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Conduct product and system training for all new treasury clients.
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Coordinate with the Treasury partners regarding pending client trainings and request escalation as necessary.
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Coordinate with client to schedule and conduct training sessions.
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Manage smooth transition of new clients to our Treasury Support team after Onboarding is completed
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Act as a liaison with various internal departments to facilitate implementation of products such as Account Recon, Lockbox, Positive Pay, etc.
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Gather data and prepare reports for management, audit, and other department personnel.
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Responsible to maintain current and comprehensive knowledge of treasury management products, services, and industry trends.
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Ability to manage multiple priorities and SLA deadlines
Job Skills and Qualifications:
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College degree in an applicable area or equivalent work experience preferred
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Minimum 1 year of banking experience, with a working knowledge of treasury products and services preferred
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CTP certification preferred
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Jack Henry Silverlake and Remote Deposit experience preferred
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Account Analysis experience
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Q2 eBanking and Centrix experience preferred
Application Process Includes:
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Drug testing
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Background check
For immediate consideration, send your resume to richardson.resume@cornerstonestaffing.com
To Apply for this Job:
Click the Apply Online button, then:
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If you are currently registered with CornerStone Staffing, click the Log In button to add yourself as a candidate to this job.
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