Treasury Implementations Specialist - Client Onboarding

Texas Capital; Dallas (NC); Sur place; USD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

Health insurance

401K match

Paid leave & holidays

Résumé du poste

Texas Capital Bank seeks a Treasury Implementations Associate to manage client onboarding and ongoing Treasury product support. You will engage internal partners and clients to educate on Treasury offerings, ensuring smooth transitions and high-quality service across all channels.

The role focuses on implementing Treasury services, coordinating with departments, and mentoring teammates to uphold excellence in client experience.

Qualifications

• Bachelor degree preferred.
• Minimum 5+ years of banking experience with treasury products and services.
• Strong oral presentation skills and client relationship abilities.
• Experience with project management and process improvement.

Responsabilités

• Implement 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.
• Mentor other Implementation Analysts and train new associates.

Connaissances

Banking experience

Treasury knowledge

Client communication

Project management

Time management

Multi-tasking

Problem solving

Microsoft Excel

Salesforce

Relationship building

Formation

Bachelor Degree

Outils

Treasury systems

APIs

MS Excel

Salesforce

Description du poste

Texas Capital Bank seeks a Treasury Implementations Associate to manage client onboarding and ongoing Treasury product support. You will engage internal partners and clients to educate on Treasury offerings, ensuring smooth transitions and high-quality service across all channels.

The role focuses on implementing Treasury services, coordinating with departments, and mentoring teammates to uphold excellence in client experience.