Treasury Implementations Support Associate

Texas Capital; Richardson (TX); In loco; USD 90.000 - 120.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Wellness program

Fertility and family building aids

Life and disability insurance

401K match

Paid leave

Paid holidays

PTO

Descrizione del lavoro

Texas Capital is seeking a Treasury Implementations Associate to manage the full lifecycle of treasury client relationships—from initial product implementation and client education to ongoing servicing and support. You will onboard new treasury products for existing clients and guide transitions between operational phases.

A strong candidate has banking experience, understands treasury products, and can coordinate across internal teams.

Competenze

• Bachelor degree preferred.
• Minimum 5+ years banking experience with treasury product knowledge.
• Strong verbal presentation skills with clients, in person or on the phone.
• Ability to build relationships with clients and internal partners.
• capable of working in a fast-paced environment with changing priorities.
• Excellent time management and ability to multi-task while maintaining high client service.

Mansioni

• 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.
• Lead project management to ensure on-time delivery and accuracy.
• Mentor other Implementation Analysts and train new associates.
• Coordinate transitions for new clients to Treasury Support Education.

Conoscenze

Banking experience

Treasury products

Relationship building

Change management

Time management

Multi-tasking

Problem solving

Communication

Microsoft Office

Salesforce familiarity

Formazione

Bachelor Degree

Strumenti

Salesforce

Microsoft Excel

MS Word

Outlook

Descrizione del lavoro

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, and paid time off (PTO).

Texas Capital is headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano, San Antonio, Chicago, Los Angeles and New York. For more information about joining our team, please visit us at www.texascapital.com.

Brief Overview Of Position

As we aim to provide exceptional customer service, we are looking for a qualified, customer-focused individual to join us as a Treasury Implementations Associate. As a Treasury Implementations Associate, you carry the responsibility of engaging with our internal partners and clients to provide insight, knowledge, and excitement about our Treasury products and services across all channels. This role manages the complete lifecycle of Treasury client relationships — from initial product implementation and client education to ongoing servicing and support. You will be instrumental in onboarding new Treasury products for existing clients, managing new client implementations, ensuring seamless transitions between operational phases, and supporting clients throughout their entire journey with Texas Capital Bank. Your work ensures that clients receive consistent, high-quality service whether they're launching a new Treasury solution or optimizing existing services.

Responsibilities

Core Implementation Responsibilities:

• Implement an entire portfolio of Treasury Services for new and existing clients
• Act as subject matter expert for Treasury products, services and systems
• 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
• Project management oversight to drive accuracy and timeliness of Treasury Implementations products and services
• 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, ACH, Wires, etc.
• Mentor other Implementation Analysts, including training of new associates

Strategic & Process Optimization Responsibilities

• Document and maintain implementation procedures – Create, update, and maintain comprehensive standard operating procedures (SOPs), implementation playbooks, and process documentation to ensure consistency and knowledge transfer across the team
• Lead project management activities – Establish project timelines, document requirements, identify dependencies, and manage multiple concurrent projects to ensure on-time delivery and accuracy
• Analyze and map processes – Conduct current-state and future-state process mapping, identify inefficiencies, and develop solutions to streamline the client onboarding experience
• Identify and drive automation opportunities – Evaluate implementation workflows for automation potential, collaborate with technical teams on robotic process automation (RPA) initiatives, and implement workflow enhancements to improve efficiency
• Provide technical guidance on Treasury products – Explain and communicate technical specifications, APIs, and system architecture to both internal teams and external clients to facilitate successful implementations
• 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

Core Qualifications:

• Bachelor Degree preferred
• Minimum 5+ 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 resolutionCommunication - Ability to know when and how to elevate 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

Advanced Qualifications

• Technical Expertise – Advanced knowledge of APIs, complex Treasury products architecture, payment systems, and technical implementation requirements. Ability to understand and communicate technical specifications with both internal teams and external clients.
• Project Management Competency – Ability to lead and manage projects at a program level, including establishing timelines, documenting requirements, identifying dependencies, and driving projects to successful completion. Experience managing multiple concurrent projects.
• Process Documentation & Procedure Development – Ability to create, update, and maintain comprehensive standard operating procedures (SOPs) and implementation playbooks. Proficiency in technical writing and documentation standards.
• Process Mapping & Analysis – Ability to map current state and future state processes, identify inefficiencies, and develop solutions. Experience with flowcharting and process improvement methodologies.
• Automation & Workflow Enhancement – Familiarity with business process automation, robotic process automation (RPA) tools, and workflow optimization. Ability to identify opportunities for process automation and collaborate with technical teams to implement solutions.

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.