Business Enablement Analyst

Texas Capital; Dallas (TX); Presencial; USD 65 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance coverage

Wellness program

Fertility and family building aids

Life and disability insurance

Retirement savings plans with generous

Paid leave programs

Paid holidays

Paid time off (PTO)

Resumo da oferta

Texas Capital is seeking a Business Enablement Specialist to support strategic priorities within Commercial Banking. You will work with leadership to evaluate processes, drive improvements, and manage multiple projects with deadlines.

Responsibilities include preparing executive presentations, coordinating with Sales Enablement and Finance for reporting, and ensuring compliance standards while handling ad-hoc duties to meet business needs.

Qualificações

• Bachelor's degree in finance, business administration, or related field preferred.
• 1-3 years of banking/financial services experience; commercial banking preferred.
• Comfort navigating ambiguity and delivering to expectations.
• Proficient with Office (Outlook, Word, Excel, PowerPoint); advanced in Excel/PowerPoint.
• Experience using Salesforce, Power BI, data visualization and reporting tools.

Responsabilidades

• Support the Business Enablement Leader in executing strategic priorities and initiatives.
• Consult with leadership to evaluate processes, develop strategies, and drive change.
• Identify opportunities to leverage AI, automation and emerging tech for efficiency.
• Develop and deliver senior executive presentations conveying complex information.
• Coordinate management and meetings across Commercial Banking; track actions & follow up.
• Coordinate with Sales Enablement and Finance to complete required reporting.
• Plan annual goals and track progress using company data sources.
• Partner with the Project Management Office to ensure timely delivery of programs.
• Take ownership of assigned initiatives and ensure timely execution.
• Prepare materials for quarterly reviews, Operating Committee, Risk Committee meetings.

Conhecimentos

Ambiguity navigation

Executive communication

Strategic thinking

Change management

Prioritization

Proactive planning

Formação académica

Bachelor's degree in finance or related field

Ferramentas

Salesforce CRM

Power BI

Data visualization

Reporting platforms

Descrição da oferta de emprego

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works 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, we do more than build business success. We build long-lasting relationships.

Texas Capital provides a variety of benefits to colleagues, including

• health insurance coverage
• wellness program
• fertility and family building aids
• life and disability insurance
• retirement savings plans with a generous 401K match
• paid leave programs
• paid holidays
• paid time off (PTO)

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.

Key Responsibilities

• Support the Business Enablement Leader in executing strategic priorities, business initiatives, and organizational objectives.
• Consult with leadership team in evaluating current processes/functions, develop strategies to improve, and be accountable to drive changes.
• Identify and evaluate opportunities to leverage AI, automation, and emerging technologies to improve team effectiveness, streamline processes, and enhance business outcomes.
• Develop and deliver senior executive presentations that clearly convey complex information and strategic plans while prioritizing and managing multiple projects simultaneously to meet deadlines.
• Assist with coordinating management and meeting routines across Commercial Banking; attend meetings, track actions, and follow up to completion.
• Coordinate with the Sales Enablement and Finance & Business Management teams to complete required business unit financial reporting and business management deliverables.
• Coordinate planning of annual goals and manage routines to track progress throughout the year utilizing company data sources.
• Partner closely with the Project Management Office to ensure timely delivery of business unit-related projects and programs (as applicable).
• Take ownership of assigned initiatives, deliverables, and action items to ensure timely execution and follow-through.
• Coordinate across stakeholders and assist in preparing materials for:
• Quarterly Business Reviews
• Operating Committee meetings
• Risk Committee meetings
• Special Project Meetings
• Other key stakeholder meetings
• Coordinate employee communications and engagement efforts such as town halls and weekly meetings.
• Manage adherence to compliance efforts according to company-wide standards (business continuity, records retention, etc.).
• Other ad-hoc duties as required to meet business needs.

Qualifications

• Bachelor's degree in finance, business administration, or related field preferred.
• 1-3 years of experience in banking/financial services; prefer experience working in Commercial Banking or a related business support function preferred.
• Comfortable navigating ambiguous situations with an ability to quickly resolve issues and deliver on expectations.
• Proficient using Microsoft Office Products (Outlook, Word, Excel, PowerPoint); Advanced skill in Excel and PowerPoint.
• Experience using Salesforce CRM, Power BI, data visualization tools, and reporting platforms preferred.
• Clear and articulate communicator who can interact across levels of the organization and markets with executive presence.
• Ability to synthesize data, identify opportunities for improvement, develop recommendations, and drive action.
• Ability to prioritize requests and workload accordingly to meet deadlines in a fast-paced environment.
• Proactive planning skills with meticulous attention to detail, follow up, and execution.
• Demonstrated intellectual curiosity and critical thinking with the ability to think strategically and execute tactically.

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.