Treasury Implementations & Onboarding Specialist

Texas Capital Bank; Richardson (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility support

401K match

Paid leave

Paid holidays

PTO

Job summary

Texas Capital Bank is seeking a Treasury Implementations Associate in Richardson, TX to manage end-to-end Treasury client onboarding, product implementation, and ongoing servicing across channels.

You will coordinate with internal departments, act as SME for Treasury products, drive projects to on-time delivery, map processes, and explore automation opportunities to improve the client onboarding experience.

Qualifications

• Bachelor degree preferred.
• Minimum 5+ years of banking experience with treasury products preferred.
• Strong oral presentation skills with clients, in person and over the phone.
• Relationship building with clients and internal partners.
• Ability to manage time and multi-task in a fast-paced environment.
• Clear communication and professional written correspondence.
• Technical knowledge of APIs, Treasury products architecture, and systems.
• Familiarity with Salesforce is a plus.

Responsibilities

• Implement an entire portfolio of Treasury Services for new and existing clients.
• Act as subject matter expert for Treasury products, services and systems.
• Provide high level client support via phone and email.
• Project management oversight to drive accuracy and timeliness.
• Coordinate smooth transition of new clients to Treasury Support.
• Mentor other analysts and train new associates.

Skills

Project management

Client relationship

Communication

Process mapping

Automation awareness

Technical writing

Problem solving

Time management

Education

Bachelor Degree preferred

Tools

Salesforce familiarity

Job description

Texas Capital Bank is seeking a Treasury Implementations Associate in Richardson, TX to manage end-to-end Treasury client onboarding, product implementation, and ongoing servicing across channels.

You will coordinate with internal departments, act as SME for Treasury products, drive projects to on-time delivery, map processes, and explore automation opportunities to improve the client onboarding experience.