TM Onboarding Specialist I jobs in United States
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First Financial Bank Texas · 17 hours ago

TM Onboarding Specialist I

First Financial Bank Texas is a growing organization that values development and innovation. They are seeking a TM Onboarding Specialist I to provide operational and quality assurance support for the implementation and training of Treasury Management products and services.

BankingCreditFinancial Services

Responsibilities

Onboarding Treasury Management clients from implementation to training clients to use Treasury Management products
Participate in weekly Implementation Status Update Calls with Treasury Management Sales support staff
Reviews Treasury Management Agreements to ensure proper execution
Performs quality assurance on Treasury Management implementations as required
Responsible for updating implementation and quality assurance procedures as needed
Works on special projects as needed
Assists with other daily operational activities as needed
Perform other duties as assigned

Qualification

Customer serviceBanking experienceAnalytical skillsTechnical proficiencyCommunication skills

Required

Seeking individuals who will provide high-touch, professional, reliable and prompt customer service to First Financial Bank commercial clients
Candidates are required to have a minimum of one year of banking experience (teller, personal banker, operations, etc.), and one year of strong customer service experience, preferably in financial services
A two-year college degree in business or related field is required or may be substituted for experience in financial services
Excellent written/verbal communication and customer service skills, proficiency in Windows based applications and the ability to meet training standards is also required
Analytical skills geared toward problem solving, time management, and prioritization are essential

Preferred

Preferred experience in working with an internet bank
Knowledge of Legal Documentation required for new account opening
Detail oriented
Effective communication skills – both verbal and written
Ability to establish positive working relationships across the organization
Solid technical proficiency in the use of PC software tools and systems

Company

First Financial Bank Texas

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First Financial Bankshares, Inc. is recognized as one of the nation's most financially secure banking institutions, with assets totaling $14.3 billion.

Funding

Current Stage
Late Stage

Leadership Team

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Scott Dueser
Chairman, President & CEO
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J. Kyle McVey
SVP, Chief Accounting Officer
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Company data provided by crunchbase