Treasury Onboarding Specialist III

Veritex Bank

Date: Sep 23, 2022
City: Dallas, TX
Contract type: Full time
Veritex Bank

Company Overview:

Truth in Texas Banking. That’s what we’re about. Founded in 2010, we are one of the ten largest banks headquartered in the state of Texas. We became a publicly traded company in 2014 and in 2020 and 2021 we were listed on Fortune’s 100 Fastest Growing Companies. Headquartered in Dallas, Texas, we’ve built a bank forever rooted in truth, transparency, and uncompromising integrity.

We know our strongest asset is the passion, authenticity, and talent of our people. We focus on the growth and development of each team member to unlock potential to “Be Your True Self.” Our “True You” culture is made up of five pillars:
  • Be Mindful
  • Be Healthy
  • Be Better
  • Be Prosperous
  • Be Faithful
With this as our foundation, we’ve built a bank of people who are transparent, tell the truth, and act with integrity. We unite together in common purpose - caring deeply for our clients and communities, communicating openly with each other, and treating everyone with respect. Visit our website at and come see how we’re bringing truth and transparency to Texas banking.


Job Summary

Under the direction of the Treasury Management Operations Manager, the Treasury Onboarding Specialist will be responsible for onboarding and maintenance Treasury Management Services for clients. The TMOS will handle onboarding and coordinate with the Treasury Management Sales Associate with onboarding treasury clients.

Detailed Description (Including but not limited to):
  • 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
Additional Duties & Responsibilities
  • Conduct business at all times with the highest standards of personal, professional and ethical conduct.
  • May participate in any variety of meetings and work groups to integrate activities, communicate issues, obtain approvals, resolve problems and maintain specified level of knowledge pertaining to new developments, requirements, policies, and Treasury guidelines.
  • Ensure all safety precautions are followed while performing the work.
  • Perform any range of special projects, tasks and other related duties as assigned.
  • Integrity, discretion, and respect for confidential information are absolutely essential.

Education and Experience
  • 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
Skills and Abilities
  • Superior client service skills/attitude
  • General working knowledge of all applicable banking laws and regulations
  • Strong oral presentation skills in speaking with clients, both in person and over the phone
  • Strong change management skills and ability to work at a consistently changing pace
  • Strong organizational skills to include effective time management in all key responsibilities of job
  • Strong analytical, problem solving, and decision-making sills
  • Ability to handle multiple task and interruptions, in a fast-paced environment to ensure that deadlines are met
  • Demonstrated ability to influence and establish positive working relationships across the organization required
  • Must have solid proficiency in Windows and Microsoft Office, including but not limited to Word, Excel, Outlook, OneNote, and PowerPoint. Proficiency researching the Internet. Knowledge of computer and peripherals, standard and customized software applications and tools, and usual office equipment.
  • Results oriented in a high-performance team environment
  • Self-starter and ability to multi-task in a fast-paced environment
Veritex Community Bank does not accept unsolicited resumes from recruiters or employment agencies. Veritex Community Bank is under no obligation to pay any referral compensation or recruiter fee in the absence of a current executed Recruitment Services Agreement. In the event a recruiter or agency submits an unsolicited resume or candidate without an agreement, Veritex reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of Veritex Community Bank.

If your agency would like to be considered as a potential future recruiting partner, please leave your contact information at .

Work environment and Physical demands: The employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard office setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

Disclaimer: This job description is not an inclusive list of all duties and responsibilities of the position. Incumbents will be required to follow any other job- related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. Veritex Bank reserves the right to amend and change responsibilities to meet business and organizational needs.

This document does not create an employment contract, implied or otherwise, other than an \"at will\" relationship. Veritex Community Bank is an equal opportunity employer. Veritex Community Bank Corporate Human Resources, Dallas, Texas.

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