Treasury Support Sr Specialist

Texas Capital•Richardson, TX

11d

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 banks at a scale that makes sense 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. Headquartered in Dallas, Texas Capital has offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio. We serve clients across the nation in a variety of industries. For more information about joining our team, visit texascapitalbank.com. Support Specialist is responsible for supporting the Treasury Management Support effort for TC. 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.

Requirements

3+ years of experience in Treasury Services or Banking role
Exceptional phone and verbal communication skills with a proven track record of maintaining high etiquette standards across diverse service channels
Ability to build relationships with clients and internal partners
Ability to work at a consistently changing/fast pace
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
Ability to demonstrate tenacity, focus, discipline and self-impetus to accomplish results
Ability to identify a problems root cause and drive to resolution
Ability to know when and how to escalate issues and display professionalism in written and oral communications, both internally and externally
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

Handling escalated client issues related to Treasury Products and Services daily tasks
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
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
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 policies, procedures, and regulatory compliance guidelines
Special projects as needed