Senior Treasury Implementations Specialist

Texas Capital Bank; Richardson (TX); On-site; USD 80,000 - 110,000; Full time

Job summary

Texas Capital Bank in Richardson, TX seeks a Treasury Support Senior Specialist to lead onboarding and implementation of treasury products for new and existing clients. The role emphasizes project management, accuracy, and timely delivery.

You will serve as subject matter expert, coordinate with Treasury Sales, review agreements, test formats (ACH CSV/NACHA), communicate with clients, and mentor other specialists while supporting multiple Treasury products and systems.

Qualifications

• Bachelor Degree preferred.
• Minimum 3+ years of banking experience, with knowledge of treasury products preferred.
• Strong oral presentation skills in speaking with clients, both in person and over the phone.
• Relationship building, change management, time management, and multi-tasking abilities.

Responsibilities

• Onboard all Treasury products and services for new and existing Treasury clients.
• Project management oversight to ensure onboarding accuracy and timeliness.
• Collaborate with Treasury Sales to identify client needs for new treasury setups.
• Review Treasury Management Agreements and onboarding requests for proper execution.
• Act as subject matter expert for Treasury products, services and systems.

Skills

Banking experience

Treasury products

Client onboarding

Project management

Communication

Education

Bachelor Degree

Tools

Salesforce

Microsoft Office

Job description

Texas Capital Bank in Richardson, TX seeks a Treasury Support Senior Specialist to lead onboarding and implementation of treasury products for new and existing clients. The role emphasizes project management, accuracy, and timely delivery.

You will serve as subject matter expert, coordinate with Treasury Sales, review agreements, test formats (ACH CSV/NACHA), communicate with clients, and mentor other specialists while supporting multiple Treasury products and systems.