Treasury Services Associate

Texas Capital

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.

Responsibilities

• Participate and act as the technical lead on recurring client project calls
• Support client scoping to ensure product and technical requirements are understood and satisfied in accordance with the client's business and technical needs, as well as Texas Capital's capabilities.
• Prepare project plans for outlining product implementation options and timeline
• Use tracking tools and systems consistently and accurately to document and communicate current status, issues and risks for all active projects
• Serve as an effective point of escalation on behalf of client; become client's trusted advisor during the implementation
• Support client during production migration and production verification; provide timely status updates to the client treasury team
• Provide support to team colleagues when needed; be seen as a subject matter expert for products supported
• Attend and demonstrate knowledge and value on pre-implementation calls with clients
• Identify and communicate process gaps and improvement opportunities, express willingness to own improvement initiatives
• Build relationships with internal partners, champion business requirements, and assess key performance indicators
• Build familiarity with our business practice pillars and contribute to root cause analysis, business solutions, and process improvements
• Serve as a resource for other team members

Qualifications

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.