Treasury Support Sr Specialist

Texas Capital Bank is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.  

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital Bank, we do more than build business success. We build long-lasting relationships. 
 
Headquartered in Dallas, Texas Capital Bank has offices in Austin, Fort Worth, Houston, Richardson, Plano, and San Antonio. We serve clients across the nation in a variety of industries. For more information about joining our team, visit texascapitalbank.com. 

Brief Overview of Position 

As we aim to provide exceptional customer service, we are looking for a qualified customer-focus individual to join us as a Treasury Services Associate- Implementations Specialist. As Treasury Services Associate, you carry the responsibility of engaging with our clients and provide insight, knowledge, and excitement about our Treasury products. Highly involved in our client onboarding, the Treasury Services Associate facilitates and manages new product implementations to provide what our clients need most  

Responsibilities 

• Onboard all Treasury products and services for new and existing Treasury clients 

• Project management oversight to drive accuracy and timeliness of onboarding process 

• Collaborate with Treasury Sales 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 and data transmissions, etc. 
• High-Level of verbal and written etiquette to be able to communicate with clients via phone and email

• Provide high level of client support to clients via phone and email

• Provide client assistance for various Treasury products as needed 

• Coordinate smooth transition of new clients to Treasury Support Education 

• Act as a liaison with various internal departments to facilitate implementation of products such as Account Recon, Lockbox, Positive Pay, etc. 

• Mentor other Implementation Specialists, including training of new associates 

• Other duties as assigned 

The duties listed above are the essential functions, or fundamental duties within the job classification.  The essential functions of individual positions within the classification may differ.  Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.

Qualifications

• Bachelor Degree preferred 
• Minimum 3+ years of banking experience, with a working knowledge of treasury products and services preferred 
• Strong oral presentation skills in speaking with clients, both in person and over the phone 
• Relationship Building - Ability to build relationships with clients and internal partners
• Change Management - Ability to work at a consistently changing/fast pace
• Time Management - Ability to establish and consistently follow a disciplined process to plan activities, manage time and accomplish tasks and objectives
• Ability to effectively multi-task, while maintaining a high-level of client support and satisfaction
• Drive and Motivation - Ability to demonstrate tenacity, focus, discipline and self-impetus to accomplish results
• Problem Solving - Ability to identify a problems root cause and drive to resolution
• Communication - Ability to know when and how to escalate issues and display professionalism in written and oral communications, both internally and externally
• Technical – Ability to demonstrate knowledge of PC, telecommunication and internet methodologies, and Microsoft office products, (i.e. Excel, MSWord, Outlook, etc.)
• Familiarity with SalesForce a plus

The duties listed above are the essential functions, or fundamental duties within the job classification.  The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.