Client Onboarding Specialist
$47K - $55K/yr
This role partners closely with Treasury Management Officers, Commercial Operations, and internal support teams to ensure a smooth, compliant, and efficient onboarding experience for both clients and ...
Client Onboarding Specialist
$47K - $55K/yr
This role partners closely with Treasury Management Officers, Commercial Operations, and internal support teams to ensure a smooth, compliant, and efficient onboarding experience for both clients and ...
Client Onboarding Specialist
Oswego, IL · On-site
$47K - $55K/yr
This role partners closely with Treasury Management Officers, Commercial Operations, and internal support teams to ensure a smooth, compliant, and efficient onboarding experience for both clients and ...
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Client Onboarding Specialist
Oswego, IL · On-site
$47K - $55K/yr
This role partners closely with Treasury Management Officers, Commercial Operations, and internal support teams to ensure a smooth, compliant, and efficient onboarding experience for both clients and ...
Treasury Management Associate
$65K - $70K/yr
The Treasury Management Associate supports commercial clients with treasury management services ... Experience supporting client onboarding, implementation, or relationship management preferred.
Treasury Management Associate
$65K - $70K/yr
The Treasury Management Associate supports commercial clients with treasury management services ... Experience supporting client onboarding, implementation, or relationship management preferred.
The Treasury Client Onboarding Team is responsible for providing seamless project-based onboarding experience for new Treasury Management clients and expanding existing client relationships with new ...
The Treasury Client Onboarding Team is responsible for providing seamless project-based onboarding experience for new Treasury Management clients and expanding existing client relationships with new ...
The Treasury Client Onboarding Team is responsible for providing seamless project-based onboarding experience for new Treasury Management clients and expanding existing client relationships with new ...
The Treasury Client Onboarding Team is responsible for providing seamless project-based onboarding experience for new Treasury Management clients and expanding existing client relationships with new ...
The Treasury Client Onboarding Team is responsible for providing seamless project-based onboarding experience for new Treasury Management clients and expanding existing client relationships with new ...
The Treasury Client Onboarding Team is responsible for providing seamless project-based onboarding experience for new Treasury Management clients and expanding existing client relationships with new ...
The Treasury Client Onboarding Team is responsible for providing seamless project-based onboarding experience for new Treasury Management clients and expanding existing client relationships with new ...
The Treasury Client Onboarding Team is responsible for providing seamless project-based onboarding experience for new Treasury Management clients and expanding existing client relationships with new ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Client Onboarding Team is responsible for providing seamless project-based onboarding experience for new Treasury Management clients and expanding existing client relationships with new ...
The Treasury Client Onboarding Team is responsible for providing seamless project-based onboarding experience for new Treasury Management clients and expanding existing client relationships with new ...
The Treasury Client Onboarding Team is responsible for providing seamless project-based onboarding experience for new Treasury Management clients and expanding existing client relationships with new ...
The Treasury Client Onboarding Team is responsible for providing seamless project-based onboarding experience for new Treasury Management clients and expanding existing client relationships with new ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Client Onboarding Team is responsible for providing seamless project-based onboarding experience for new Treasury Management clients and expanding existing client relationships with new ...
The Treasury Client Onboarding Team is responsible for providing seamless project-based onboarding experience for new Treasury Management clients and expanding existing client relationships with new ...
The Treasury Client Onboarding Team is responsible for providing seamless project-based onboarding experience for new Treasury Management clients and expanding existing client relationships with new ...
The Treasury Client Onboarding Team is responsible for providing seamless project-based onboarding experience for new Treasury Management clients and expanding existing client relationships with new ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
Treasury Onboarding information
See salary details
$12.74 - $15.91
7% of jobs
$18.86 is the 25th percentile. Wages below this are outliers.
$15.91 - $19.08
19% of jobs
The median wage is $22.18 / hr.
$19.08 - $22.25
24% of jobs
$22.25 - $25.42
16% of jobs
$27.59 is the 75th percentile. Wages above this are outliers.
$25.42 - $28.58
13% of jobs
$28.58 - $31.75
9% of jobs
$31.75 - $34.92
3% of jobs
$34.92 - $38.09
1% of jobs
$38.09 - $41.26
1% of jobs
$41.26 - $44.43
0% of jobs
$44.43 - $47.60
6% of jobs
$12
$25
$47
How much do treasury onboarding jobs pay per hour?
As of Aug 7, 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?
| Aspect | Treasury Onboarding | Treasury Analyst |
|---|---|---|
| Required Credentials | Typically includes finance or accounting degrees, certifications like CFA or CPA | Similar credentials, often with additional experience in treasury operations |
| Work Environment | Focuses on integrating new treasury systems, processes, and policies | Analyzes financial data, manages cash flow, and supports treasury functions |
| Employer & Industry Usage | Used during new employee integration or system implementation in finance departments | Commonly 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.
More about Treasury Onboarding jobs
What cities are hiring for Treasury Onboarding jobs? Cities with the most Treasury Onboarding job openings:
What states have the most Treasury Onboarding jobs? States with the most job openings for Treasury Onboarding jobs include:
What job categories do people searching Treasury Onboarding jobs look for? The top searched job categories for Treasury Onboarding jobs are:
$47K - $55K/yr
Full-time
Posted 13 days ago
Job description
The Client Onboarding Specialist is responsible for managing the end-to-end onboarding process for commercial clients, including deposit account setup, treasury management services implementation, and relationship documentation. This role partners closely with Treasury Management Officers, Commercial Operations, and internal support teams to ensure a smooth, compliant, and efficient onboarding experience for both clients and internal stakeholders.
About Servbank:
Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. We work with individuals, businesses, and communities, so that whether you're a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank.
Key Responsibilities
Client Onboarding & Account Opening
• Manage onboarding for new commercial relationships, including deposit accounts and treasury management services
• Coordinate the setup of account structures and service configurations
• Facilitate onboarding for products including, but not limited to, online banking, ACH, wires, RDC, and IntraFi (ICS/CDARS) services
Documentation & Compliance
• Review and validate all required documentation in accordance with CIP/CDD and internal policies
• Prepare, generate, and distribute account opening and TM service agreements for client execution
• Ensure proper collection, retention, and filing of documentation for audit and compliance purposes
• Maintain familiarity with business entity structures (LLCs, Corporations, Partnerships, Trusts, etc.) and related documentation requirements
Client & Internal Communication
• Serve as a primary point of contact during onboarding for TMOs, internal partners, and clients
• Coordinate directly with clients to gather information, clarify requirements, and provide status updates
Process Coordination & Execution
• Manage the onboarding lifecycle from intake through implementation and handoff to support teams
• Track onboarding status and ensure all steps are completed within expected timelines
• Perform quality assurance checks on account setups and service configurations prior to client handoff
Additional Responsibilities
• Support ongoing process improvements and documentation updates
• Provide backup support across onboarding, support, or operations functions as needed
• Perform other duties as assigned
Requirements
Work Location Requirement This position is designated as remote; however, if you reside within a 50-mile radius of one of our office locations, the role will be considered in-office and not eligible for remote work.
EEO Statement:
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Salary Description
$47,800 to $55,900
About Servbank:
Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. We work with individuals, businesses, and communities, so that whether you're a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank.
Key Responsibilities
Client Onboarding & Account Opening
• Manage onboarding for new commercial relationships, including deposit accounts and treasury management services
• Coordinate the setup of account structures and service configurations
• Facilitate onboarding for products including, but not limited to, online banking, ACH, wires, RDC, and IntraFi (ICS/CDARS) services
Documentation & Compliance
• Review and validate all required documentation in accordance with CIP/CDD and internal policies
• Prepare, generate, and distribute account opening and TM service agreements for client execution
• Ensure proper collection, retention, and filing of documentation for audit and compliance purposes
• Maintain familiarity with business entity structures (LLCs, Corporations, Partnerships, Trusts, etc.) and related documentation requirements
Client & Internal Communication
• Serve as a primary point of contact during onboarding for TMOs, internal partners, and clients
• Coordinate directly with clients to gather information, clarify requirements, and provide status updates
Process Coordination & Execution
• Manage the onboarding lifecycle from intake through implementation and handoff to support teams
• Track onboarding status and ensure all steps are completed within expected timelines
• Perform quality assurance checks on account setups and service configurations prior to client handoff
Additional Responsibilities
• Support ongoing process improvements and documentation updates
• Provide backup support across onboarding, support, or operations functions as needed
• Perform other duties as assigned
Requirements
- 2+ years of experience in banking, treasury management or commercial onboarding
- Strong understanding of business account opening and documentation review processes
- Knowledge of treasury management products (ACH, wires, RDC, online banking, etc.)
- Strong attention to detail with a focus on accuracy and compliance
- Ability to manage multiple onboarding requests simultaneously in a fast-paced environment
Work Location Requirement This position is designated as remote; however, if you reside within a 50-mile radius of one of our office locations, the role will be considered in-office and not eligible for remote work.
EEO Statement:
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Salary Description
$47,800 to $55,900