Treasury Data, Reporting and Analytics Associate

Texas Capital Bank•Dallas, TX

About The Position

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 . Brief Overview of Position We are looking for a data-driven professional with a passion for transforming commercial deposit insights into strategic action. We’re seeking a Treasury Data, Reporting and Analytics Associate who thrives at the intersection of finance, technology, and analytics.

Requirements

Proven experience in commercial deposit analysis or treasury analytics
Strong coding skills (Python, SQL, Snowflake) and experience with data automation
Advanced proficiency in Power BI and data visualization best practices
Familiarity with predictive modeling techniques and tools
Strong communication and stakeholder management skills
Bachelor’s degree in Finance, Data Science, Economics

Nice To Haves

Banking and treasury solutions/cash management experience preferred

Responsibilities

Analyze & Automate: Perform deep-dive analysis on commercial deposit portfolios to uncover trends, risks, and opportunities.
Develop and maintain automated workflows using Python, SQL, and Snowflake to streamline data processing and reporting.
Build & Visualize: Design and deploy interactive Power BI dashboards that provide real-time visibility into deposit performance, client behavior, and liquidity metrics.
Collaborate with stakeholders to translate business needs into intuitive visual solutions.
Predict & Strategize: Create predictive models to forecast deposit flows, client attrition, and pricing sensitivity.
Deliver actionable insights that inform product development, pricing strategy, and client retention efforts.
Collaborate & Lead: Partner with cross-functional teams including Treasury, Finance, and Technology to drive data-centric initiatives.
Present findings with clarity and confidence.