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).
Texas Capital is headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano, San Antonio, Chicago, Los Angeles and New York. For more information about joining our team, please visit us at www.texascapital.com .
Brief Overview of Position
As we aim to provide exceptional customer service, we are looking for a qualified, customer-focused individual to join us as a Treasury Implementations Associate. As a Treasury Implementations Associate, you carry the responsibility of engaging with our internal partners and clients to provide insight, knowledge, and excitement about our Treasury products and services across all channels. This role manages the complete lifecycle of Treasury client relationships — from initial product implementation and client education to ongoing servicing and support. You will be instrumental in onboarding new Treasury products for existing clients, managing new client implementations, ensuring seamless transitions between operational phases, and supporting clients throughout their entire journey with Texas Capital Bank. Your work ensures that clients receive consistent, high-quality service whether they're launching a new Treasury solution or optimizing existing services.
Responsibilities
Core Implementation Responsibilities:
· Implement an entire portfolio of Treasury Services for new and existing clients
· Act as subject matter expert for Treasury products, services and systems
· 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
· Project management oversight to drive accuracy and timeliness of Treasury Implementations products and services
· Provide client assistance for various Treasury products as needed
· Coordinate smooth transition of new clients to Treasury Support Education
· Act as a liaison with various internal departments to facilitate implementation of products such as Account Recon, Lockbox, Positive Pay, ACH, Wires, etc.
· Mentor other Implementation Analysts, including training of new associates
Strategic & Process Optimization Responsibilities:
· Document and maintain implementation procedures – Create, update, and maintain comprehensive standard operating procedures (SOPs), implementation playbooks, and process documentation to ensure consistency and knowledge transfer across the team
· Lead project management activities – Establish project timelines, document requirements, identify dependencies, and manage multiple concurrent projects to ensure on-time delivery and accuracy
· Analyze and map processes – Conduct current-state and future-state process mapping, identify inefficiencies, and develop solutions to streamline the client onboarding experience
· Identify and drive automation opportunities – Evaluate implementation…