Treasury Implementations Support Associate

Texas Capital Bank•Richardson, TX

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 position manages the lifecycle of Treasury client relationships, from product implementation and client education through ongoing service and support. It supports onboarding Treasury products for existing clients and new clients, ensures smooth transitions between operational phases, and helps clients launch or optimize Treasury solutions. The role implements Treasury Services, serves as a subject matter expert on Treasury products, services, and systems, and provides client assistance by phone and email. It coordinates implementations with internal departments, manages project timelines and concurrent projects, mentors and trains other analysts, and documents implementation procedures. The associate also maps and improves processes, identifies opportunities for automation and workflow enhancements, and communicates technical specifications, APIs, and system architecture to internal teams and clients.

Requirements

Minimum 5+ years of banking experience; working knowledge of Treasury products and services is preferred.
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 root causes 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, including Excel, Word, and Outlook.
Advanced knowledge of APIs, complex Treasury product architecture, payment systems, and technical implementation requirements; ability to 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, with technical writing and documentation skills.
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.

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 by phone and email and provide a high level of client support.
Oversee implementation projects to promote accuracy and timely delivery of Treasury products and services.
Assist clients with Treasury products as needed.
Coordinate smooth transitions of new clients to Treasury Support.
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.
Establish project timelines, document requirements, identify dependencies, and manage multiple concurrent projects.
Map current-state and future-state processes, identify inefficiencies, and develop process improvements for client onboarding.
Identify implementation workflows with automation potential and collaborate with technical teams on RPA and workflow enhancements.
Explain technical specifications, APIs, and system architecture to internal teams and external clients.
Perform other duties as assigned.