Treasury Support Sr Specialist

Texas Capital•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. Headquartered in Dallas, Texas Capital Bank 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. Brief Overview of Position As we aim to provide exceptional customer service, we are looking for a qualified customer-focus individual to join us as a Treasury Services Associate- Implementations Specialist. As Treasury Services Associate, you carry the responsibility of engaging with our clients and provide insight, knowledge, and excitement about our Treasury products. Highly involved in our client onboarding, the Treasury Services Associate facilitates and manages new product implementations to provide what our clients need most.

Requirements

Bachelor Degree preferred
Minimum 3+ years of banking experience, with a working knowledge of treasury products and services preferred
Strong oral presentation skills in speaking with clients, both in person and over the phone
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.)
Familiarity with SalesForce a plus

Responsibilities

Onboard all Treasury products and services for new and existing Treasury clients
Project management oversight to drive accuracy and timeliness of onboarding process
Collaborate with Treasury Sales to identify a prospect’s need for new Treasury service set-up
Review Treasury Management Agreements, internal forms, and onboarding requests to ensure proper execution
Act as subject matter expert for Treasury products, services and systems
Communicate directly with clients or their designees regarding testing and any format changes needed, including ACH files (CSV and NACHA formats), Positive Pay issue files and data transmissions, etc.
High-Level of verbal and written etiquette to be able to communicate with clients via phone and email
Provide high level of client support to clients via phone and email
Provide client assistance for various Treasury products as needed
Coordinate smooth transition of new clients to Treasury Support
Act as a liaison with various internal departments to facilitate implementation of products such as Account Recon, Lockbox, Positive Pay, etc.
Mentor other Implementation Specialists, including training of new associates
Other duties as assigned