American Bank of Commerce
Bank Treasury Onboarding and Servicing Specialist
American Bank of Commerce, Wolfforth, Texas, United States, 79382
Bank Treasury Onboarding and Servicing Specialist
We are currently seeking qualified applicants to work as a Treasury Onboarding and Servicing Specialist in Wolfforth/Lubbock, Texas. The role will manage the onboarding process for new treasury clients, assist in implementing treasury services, and provide ongoing servicing and support.
Key Responsibilities
Treasury Client Onboarding
Treasury Service Implementation
Ongoing Client Servicing
Account Maintenance & Updates
Collaboration & Communication
Job Duties
Guidance and documentation for new treasury clients
Ensure all necessary documentation, agreements, and system setups are completed accurately and on time.
Collaborate with relationship managers, sales teams, and operations to understand client needs and ensure the right treasury products and services are selected.
Assist with initial approval processes to ensure all bank policies and procedures are followed.
Set up and configure treasury services such as ACH, wire transfers, fraud prevention tools, and account access.
Treasury Service Implementation
Work directly with clients to implement and configure treasury solutions.
Provide training and guidance to clients on the usage of treasury products, including online banking portals, reporting tools, and payment processing services.
Coordinate with the IT and operations teams to address any technical issues related to system setups and ensure timely resolution.
Ongoing Client Servicing
Serve as the primary point of contact for clients regarding treasury product inquiries, troubleshooting, and day‑to‑day service needs.
Address client service issues promptly, ensuring high levels of client satisfaction and maintaining strong client relationships.
Assist clients in navigating complex treasury processes and systems to optimize their banking experience.
Monitor and report any client feedback or issues to internal teams, facilitating continuous service improvements.
Account Maintenance & Updates
Manage updates and changes to client accounts, ensuring any modifications are processed in compliance with internal policies and regulatory standards.
Conduct regular reviews of client accounts to ensure accurate service delivery, identify opportunities for product enhancements or upgrades, and manage the risk profile.
Account analysis, maintenance and fee processing.
Collaboration & Communication
Work closely with internal departments, including Treasury Sales, Operations, IT, Relationship Officers, and Compliance, to ensure seamless service delivery.
Maintain up‑to‑date knowledge of treasury products and services to effectively communicate offerings to clients.
Participate in client meetings, calls, and presentations as needed to provide expertise on treasury products.
Other duties as assigned by management.
Regulatory Compliance
Ensure all treasury operations comply with relevant banking regulations and industry standards.
Assist with audits and regulatory inquiries related to treasury services.
Other duties as assigned.
Benefits
Medical, Dental, Vision, Telemedicine
Paid Time off, Paid Volunteer Time, Paid Holidays
Flexible Spending Account, Dependent Care FSA
Basic Life and AD&D Insurance, Voluntary Life and AD&D
Long‑Term Disability
KSOP Retirement Plan
Recruiting Referral Bonus
Employee Stock Ownership Plan
Lifestyle Spending Account Program
Requirements
Education
Bachelor’s degree in Finance, Business, Accounting, or a related field is preferred.
Experience
2+ years of experience in a treasury, cash management, or banking services role, with a focus on client service or onboarding.
Experience with treasury management systems, payment platforms, and banking software is highly preferred.
Strong understanding of treasury products (e.g., ACH, wire transfers, remote deposit, fraud prevention, lockbox services, etc.).
Skills
Excellent customer service and relationship‑building skills.
Strong problem‑solving abilities and attention to detail.
Ability to manage multiple projects and priorities effectively.
Proficient in Microsoft Office Suite, particularly Excel; familiarity with treasury management systems is a plus.
Solid understanding of banking regulations, KYC, and AML compliance.
Strong communication skills, both written and verbal, to engage effectively with clients and internal teams.
EEO/AA/Background Disclaimer: If you are unable to submit your application electronically, you may contact the Human Resources Department at 806‑775‑5000 so that we may assist you. Our Company assures that all applicants for employment and all of its employees are given equal consideration based solely on job related factors, such as qualifications, performance and availability. Qualified applicants will be required to have a drug screen in addition to background, credit, and reference checks. The company commits to a rigorous and planned effort to encourage men and women of every race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other non‑job‑related characteristic to find happy, vital and productive job fulfillment at all levels of our company.
#J-18808-Ljbffr
Key Responsibilities
Treasury Client Onboarding
Treasury Service Implementation
Ongoing Client Servicing
Account Maintenance & Updates
Collaboration & Communication
Job Duties
Guidance and documentation for new treasury clients
Ensure all necessary documentation, agreements, and system setups are completed accurately and on time.
Collaborate with relationship managers, sales teams, and operations to understand client needs and ensure the right treasury products and services are selected.
Assist with initial approval processes to ensure all bank policies and procedures are followed.
Set up and configure treasury services such as ACH, wire transfers, fraud prevention tools, and account access.
Treasury Service Implementation
Work directly with clients to implement and configure treasury solutions.
Provide training and guidance to clients on the usage of treasury products, including online banking portals, reporting tools, and payment processing services.
Coordinate with the IT and operations teams to address any technical issues related to system setups and ensure timely resolution.
Ongoing Client Servicing
Serve as the primary point of contact for clients regarding treasury product inquiries, troubleshooting, and day‑to‑day service needs.
Address client service issues promptly, ensuring high levels of client satisfaction and maintaining strong client relationships.
Assist clients in navigating complex treasury processes and systems to optimize their banking experience.
Monitor and report any client feedback or issues to internal teams, facilitating continuous service improvements.
Account Maintenance & Updates
Manage updates and changes to client accounts, ensuring any modifications are processed in compliance with internal policies and regulatory standards.
Conduct regular reviews of client accounts to ensure accurate service delivery, identify opportunities for product enhancements or upgrades, and manage the risk profile.
Account analysis, maintenance and fee processing.
Collaboration & Communication
Work closely with internal departments, including Treasury Sales, Operations, IT, Relationship Officers, and Compliance, to ensure seamless service delivery.
Maintain up‑to‑date knowledge of treasury products and services to effectively communicate offerings to clients.
Participate in client meetings, calls, and presentations as needed to provide expertise on treasury products.
Other duties as assigned by management.
Regulatory Compliance
Ensure all treasury operations comply with relevant banking regulations and industry standards.
Assist with audits and regulatory inquiries related to treasury services.
Other duties as assigned.
Benefits
Medical, Dental, Vision, Telemedicine
Paid Time off, Paid Volunteer Time, Paid Holidays
Flexible Spending Account, Dependent Care FSA
Basic Life and AD&D Insurance, Voluntary Life and AD&D
Long‑Term Disability
KSOP Retirement Plan
Recruiting Referral Bonus
Employee Stock Ownership Plan
Lifestyle Spending Account Program
Requirements
Education
Bachelor’s degree in Finance, Business, Accounting, or a related field is preferred.
Experience
2+ years of experience in a treasury, cash management, or banking services role, with a focus on client service or onboarding.
Experience with treasury management systems, payment platforms, and banking software is highly preferred.
Strong understanding of treasury products (e.g., ACH, wire transfers, remote deposit, fraud prevention, lockbox services, etc.).
Skills
Excellent customer service and relationship‑building skills.
Strong problem‑solving abilities and attention to detail.
Ability to manage multiple projects and priorities effectively.
Proficient in Microsoft Office Suite, particularly Excel; familiarity with treasury management systems is a plus.
Solid understanding of banking regulations, KYC, and AML compliance.
Strong communication skills, both written and verbal, to engage effectively with clients and internal teams.
EEO/AA/Background Disclaimer: If you are unable to submit your application electronically, you may contact the Human Resources Department at 806‑775‑5000 so that we may assist you. Our Company assures that all applicants for employment and all of its employees are given equal consideration based solely on job related factors, such as qualifications, performance and availability. Qualified applicants will be required to have a drug screen in addition to background, credit, and reference checks. The company commits to a rigorous and planned effort to encourage men and women of every race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other non‑job‑related characteristic to find happy, vital and productive job fulfillment at all levels of our company.
#J-18808-Ljbffr