Treasury Implementations Support Associate

Texas Capital•Dallas, NC

About The Position

Texas Capital is seeking a customer-focused Treasury Implementations Associate to work with internal partners and clients, providing knowledge and support for Treasury products and services across channels. The role manages the lifecycle of Treasury client relationships, from product implementation and client education through ongoing servicing and support. Responsibilities include onboarding Treasury products for existing clients, managing new client implementations, coordinating transitions between operational phases, and supporting clients as they launch or optimize Treasury services. The position also provides subject-matter expertise, project management, and technical guidance. It contributes to process improvement by maintaining implementation documentation, mapping processes, identifying automation opportunities, and collaborating with technical teams on workflow enhancements. The role may also mentor Implementation Analysts and perform other reasonably related duties assigned by Texas Capital Bank.

Requirements

Minimum 5+ years of banking experience.
Strong oral presentation skills when speaking with clients in person and over the phone.
Ability to build relationships with clients and internal partners.
Ability to work at a consistently changing, fast pace.
Ability to plan activities, manage time, and accomplish tasks and objectives through a disciplined process.
Ability to multitask while maintaining a high level of client support and satisfaction.
Demonstrated tenacity, focus, discipline, and self-motivation to accomplish results.
Ability to identify the root cause of problems and drive them to resolution.
Ability to determine when and how to escalate issues and communicate professionally in writing and orally, internally and externally.
Knowledge of PCs, telecommunications, internet methodologies, and Microsoft Office products such as Excel, Word, and Outlook.
Advanced knowledge of APIs, complex Treasury product architecture, payment systems, and technical implementation requirements.
Ability to understand and communicate technical specifications to internal teams and external clients.
Ability to lead and manage projects at a program level, establish timelines, document requirements, identify dependencies, and manage multiple concurrent projects.
Ability to create and maintain SOPs and implementation playbooks; proficiency in technical writing and documentation standards.
Ability to map current-state and future-state processes, identify inefficiencies, and develop solutions; experience with flowcharting and process improvement methodologies.
Familiarity with business process automation, RPA tools, and workflow optimization; ability to identify automation opportunities and collaborate with technical teams on solutions.

Nice To Haves

Bachelor's degree preferred.
Working knowledge of Treasury products and services preferred.
Familiarity with Salesforce is a plus.

Responsibilities

Implement a portfolio of Treasury Services for new and existing clients.
Serve as a subject-matter expert on Treasury products, services, and systems.
Communicate with clients professionally by phone and email, providing a high level of support and assistance with Treasury products.
Oversee implementation projects to promote accuracy and timely delivery of Treasury products and services.
Coordinate smooth transitions for new clients to Treasury Support Education.
Liaise with internal departments to facilitate implementation of products such as Account Recon, Lockbox, Positive Pay, ACH, and Wires.
Mentor Implementation Analysts and train new associates.
Create, update, and maintain standard operating procedures, implementation playbooks, and process documentation.
Lead project management activities by establishing timelines, documenting requirements, identifying dependencies, and managing concurrent projects.
Map current-state and future-state processes, identify inefficiencies, and develop solutions to streamline client onboarding.
Identify automation opportunities, collaborate with technical teams on RPA initiatives, and implement workflow enhancements.
Explain technical specifications, APIs, and system architecture to internal teams and external clients.
Perform other duties as assigned.