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Treasury Onboarding Jobs (NOW HIRING)

Golden Bank NA

Treasury Management Officer

Houston, TX · On-site

Responsibilities include assisting with client onboarding, product implementation, and supporting revenue growth through the adoption of treasury services such as ACH, RDC, wires, sweeps, and fraud ...

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Treasury Onboarding information

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$12

$25

$47

How much do treasury onboarding jobs pay per hour?

As of Jun 27, 2026, the average hourly pay for treasury onboarding in the United States is $25.95, according to ZipRecruiter salary data. Most workers in this role earn between $18.99 and $29.09 per hour, depending on experience, location, and employer.

What is the difference between Treasury Onboarding vs Treasury Analyst?

AspectTreasury OnboardingTreasury Analyst
Required CredentialsTypically includes finance or accounting degrees, certifications like CFA or CPASimilar credentials, often with additional experience in treasury operations
Work EnvironmentFocuses on integrating new treasury systems, processes, and policiesAnalyzes financial data, manages cash flow, and supports treasury functions
Employer & Industry UsageUsed during new employee integration or system implementation in finance departmentsCommonly employed in corporate finance teams to optimize treasury activities

While Treasury Onboarding involves integrating new treasury processes and systems, Treasury Analysts focus on analyzing financial data and managing treasury operations. Both roles require similar credentials and are essential in corporate finance, but they serve different stages of treasury management.

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Treasury Onboarding jobs near you
Treasury Management Client Onboarding Specialist

Treasury Management Client Onboarding Specialist

Hilltop Holdings

Dallas, TX • On-site

Full-time

Posted 19 days ago

Job description


PlainsCapital Bank is currently looking to hire a Treasury Management Client Onboarding Specialist in Dallas, Texas. The Treasury Management Client Onboarding Specialist is responsible for the complete onboarding support of all Treasury Management products and services while providing the client with a personalized onboarding experience.
Responsibilities
  • Provides a highly personalized onboarding experience for all Treasury Management clients.
  • Onboard all Treasury products and services for new and existing Treasury clients with emphasis on accuracy and timeliness.
  • Collaborates with Treasury Sales to identify a prospect's need for new Treasury service set-up.
  • Reviews and manages all Treasury Management agreements, internal forms, and off boarding requests to ensure proper execution and storage.
  • Performs installation, system and file testing, and all onboarding support for the Treasury Management client.
  • Schedules and completes Treasury product training with Treasury Management client and completes a warm introduction to Treasury Management client support for ongoing service needs.
  • Supports new accounts opening and related processes including document management as needed for the Treasury Management client.
  • Treats customers and coworkers with a high level of professionalism at all times and attends client meetings and trainings as required.
  • Performs other duties as required.

The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
Qualifications
  • High school diploma, general education degree (GED), or equivalent required; Associates degree or higher preferred.
  • 1 year of previous Treasury Management experience in a related field of expertise; experience with the servicing of commercial accounts strongly preferred.
  • Proven strong service orientation and professional customer service skills with the ability to spend significant amounts of time answering customer inquiries via phone and email.
  • Excellent verbal, written, and interpersonal communication skills.
  • Excellent PC skills, including word processing and spreadsheets via Microsoft Office products, Adobe Pro and other custom applications and systems.
  • Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
  • Must be self-motivated with strong attention to detail and accountability.
  • Must be available to travel locally to meetings (less than 10%).

About Us
PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and approximately $198.8 million in assets, they began growing the bank one relationship at a time.
Over 30 years later, PlainsCapital Bank has held fast to its tried-and-true relationship-based culture and its commitment to financial strength and stability. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 55 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. Backed by decades of experience, our knowledgeable bankers are renowned for their straightforward approach and for taking exceptional care of their clients. They bring both financial and industry expertise along with vast local market knowledge to each client relationship.
PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.
PlainsCapital Bank continues to remain strong and stable, delivering highly personalized service and a single point of contact to help customers reach their financial goals.
To learn more, please visit us online at plainscapital.com/about.

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