Treasury Services Specialist

Texas Capital Bank•Richardson, 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 . Job Description Support Specialist is responsible for supporting the Treasury Management Support effort for TCB . 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. Responsibilities This 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 email Perform and complete assign tasks in efforts to support all Treasury Management Clients for Texas Capital Bank Assist Management in self- identifying risks and opportunities to mitigate risk and/or enhance client experience Analyze, assess, and immediately engage Product or Technical Support to execute immediate resolution Communicate consistent issues affecting several clients to determine if a (FLN- First Line News) bulletin needs to be broadcasted internally High-Level of verbal and written etiquette to be able to communicate with clients via phone and email Provide processes and system expertise to other areas of the bank as needed for projects, issue resolution or process improvements Knowledge of all internal systems to expedite issues and provide resolutions efficiently and timely Organize and provide support/coverage when needed or requested for high-risk volume/complex level deficiencies Assist management with various operational duties and responsibilities Abide by Texas Capital Bank policies, procedures, and regulatory compliance guidelines Special projects as needed 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.

Requirements

3+ years of experience in Treasury Services or Banking role
Relationship Building - Ability to build relationships with clients and internal partners
Change Management - Ability to work at a consistently changing/fast pace
Time Management - Ability to establish and consistently follow a disciplined process to plan activities, manage time and accomplish tasks and objectives
Ability to effectively multi-task, while maintaining a high-level of client support and satisfaction
Drive and Motivation - Ability to demonstrate tenacity, focus, discipline, and self-impetus to accomplish results
Problem Solving - Ability to identify a problems root cause and drive to resolution
Communication - Ability to know when and how to escalate issues and display professionalism in written and oral communications, both internally and externally
Technical – Ability to demonstrate knowledge of PC, telecommunication and internet methodologies, and Microsoft office products, (i.e. Excel, MSWord, Outlook, etc.)

Nice To Haves

Familiarity with SalesForce a plus

Responsibilities

Provide high level of client support to clients via phone and email
Perform and complete assign tasks in efforts to support all Treasury Management Clients for Texas Capital Bank
Assist Management in self- identifying risks and opportunities to mitigate risk and/or enhance client experience
Analyze, assess, and immediately engage Product or Technical Support to execute immediate resolution
Communicate consistent issues affecting several clients to determine if a (FLN- First Line News) bulletin needs to be broadcasted internally
High-Level of verbal and written etiquette to be able to communicate with clients via phone and email
Provide processes and system expertise to other areas of the bank as needed for projects, issue resolution or process improvements
Knowledge of all internal systems to expedite issues and provide resolutions efficiently and timely
Organize and provide support/coverage when needed or requested for high-risk volume/complex level deficiencies
Assist management with various operational duties and responsibilities
Abide by Texas Capital Bank policies, procedures, and regulatory compliance guidelines
Special projects as needed