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Hilltop Holdings

Treasury Management Client Onboarding Specialist, Sr

Hilltop Holdings

Location
Hybrid (Dallas, TX)
Employment
Full-time
Level
Senior Level
Posted 2 weeks ago

About the Role

PlainsCapital Bank, a Texas-based financial institution, seeks a Senior Treasury Management Client Onboarding Specialist to serve as a strategic point of contact for high-touch clients. The role involves leading cross-functional teams to ensure timely and accurate onboarding aligned with client needs.

Skills

Treasury Management Client Onboarding Cross-functional Leadership Customer Service Microsoft Office Suite Adobe Pro Time Management Analytical Skills Organizational Skills Communication Skills

Full job details

PlainsCapital Bank is currently looking to hire a Sr. Treasury Management Client Onboarding Specialist in Dallas, Texas.  The Senior Treasury Management Client Onboarding Specialist serves as a strategic point of contact in delivering a seamless, personalized, and high-impact onboarding experience for high touch clients utilizing Treasury Management products and services. This senior-level position requires a seasoned professional with deep expertise in onboarding products, exceptional coordinating skills, and the ability to lead cross-functional teams to ensure timely and accurate onboarding aligned with client needs.


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.