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Treasury Onboarding Specialist — Client Success & Setup

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: PlainsCapital Bank
Full Time position
Listed on 2026-06-15
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Plains Capital Bank is looking for a Treasury Management Client Onboarding Specialist in Dallas, Texas. This role focuses on onboarding clients with Treasury Management products, ensuring a personalized and efficient experience.

The ideal candidate will have at least 1 year of Treasury Management experience and strong customer service skills. Responsibilities include collaborating with Treasury Sales, managing agreements, and performing system installations. The position is hybrid, requiring local travel for meetings.

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