Treasury Support Sr Specialist

Texas Capital Bank; Richardson (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Texas Capital Bank located in Richardson, TX is seeking a Treasury Support Sr. Specialist to assist treasury clients via phone and email. The role requires knowledge of Treasury/Cash Management products and proactive client engagement for timely resolutions.

The position emphasizes multi-channel communication, risk awareness, and close collaboration with internal partners to enhance client experience across the bank.

Qualifications

• 3+ years of Treasury Services or Banking experience.
• Excellent multi-channel communication skills.
• Strong relationship-building abilities with clients and internal partners.
• Ability to adapt to a fast-paced environment.
• Proficient in MS Office; familiarity with Salesforce is a plus.

Responsibilities

• Provide high level client support via phone and email.
• Respond to Treasury clients’ inquiries and resolve issues.
• Coordinate with product/technical teams for rapid resolutions.
• Assist management with operational duties and risk identification.

Skills

Treasury Services

Banking

Multichannel Support

Relationship Building

Change Management

Time Management

Problem Solving

Communication

Salesforce

Microsoft Office

Tools

Salesforce

Microsoft Office

Job description

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).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.Treasury Support Sr. SpecialistOverviewTexas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense 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.Headquartered in Dallas, Texas Capital has offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio. We serve clients across the nation in a variety of industries. For more information about joining our team, visit texascapitalbank.com.Job DescriptionSupport Specialist is responsible for supporting the Treasury Management Support effort for TC. The Individual must have knowledge of Bank and Treasury/Cash Management products and service offerings.This position will assist Treasury Clients perform their day-to-day activities via phone and email.This position will answer phone calls, manage a dedicated email inbox, prioritize client requests, problem solving, conduct research utilizing various bank systems to respond and resolve clients’ inquiries.ResponsibilitiesThis position is responsible for handling escalated client issues related to Treasury Products and Services daily tasks in addition to:Provide high level of client support to clients via phone and emailPerform and complete assign tasks in efforts to support all Treasury Management Clients for Texas CapitalAssist Management in self- identifying risks and opportunities to mitigate risk and/or enhance client experienceAnalyze, Assess and immediately engage Product or Technical Support to execute immediate resolutionHigh-Level of verbal and written etiquette to be able to communicate with clients via phone and emailProvide processes and system expertise to other areas of the bank as needed for projects, issue resolution or process improvementsKnowledge of all internal systems to expedite issues and provide resolutions efficiently and timelyOrganize and provide support/coverage when needed or requested for high-risk volume/complex level deficienciesAssist management with various operational duties and responsibilitiesAbide by Texas Capital policies, procedures, and regulatory compliance guidelinesSpecial projects as neededThe 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 may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Qualifications3+ years of experience in Treasury Services or Banking roleMultichannel Support Excellence: Exceptional phone and verbal communication skills with a proven track record of maintaining high etiquette standards across diverse service channelsRelationship Building - Ability to build relationships with clients and internal partnersChange Management - Ability to work at a consistently changing/fast paceTime Management - Ability to establish and consistently follow a disciplined process to plan activities, manage time and accomplish tasks and objectivesAbility to effectively multi-task, while maintaining a high-level of client support and satisfactionDrive and Motivation - Ability to demonstrate tenacity, focus, discipline and self-impetus to accomplish resultsProblem Solving - Ability to identify a problems root cause and drive to resolutionCommunication - Ability to know when and how to escalate issues and display professionalism in written and oral communications, both internally and externallyTechnical – Ability to demonstrate knowledge of PC, telecommunication and internet methodologies, and Microsoft office products, (i.e. Excel, MSWord, Outlook, etc.)Familiarity with SalesForce a plusThe 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.