Treasury Solutions Sr Associate

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.

Responsibilities

Prospect Profiling to include:

• Company Research

• Wallet Share identification

• Industry Analysis

Leading Pre-call Preparation for Significant Deals:

• Assemble key data elements both internally and externally to present to the TSO/Relationship Manager

• Align internal partners (Operations, On Boarding, Client Service) when required to obtain deal specific needs

• "Pitch Prep" including price model and pitch book development

Client Engagement:

• Leverage working capital concepts and tactics

• Independent calling on tenured clients for functional relationship reviews, client service issues, self identified cross-sell

• Develop trusted relationships with Top 5 fee/deposit clients in each TSO portfolio

• Quarterly client "reach out" to Top 20 fee/deposit clients in each TSO portfolio

Portfolio Stewardship:

• Understand financial levers in portfolio and be able to identify trends, gaps and issues

• Identify and act on negative variance clients and positive variance clients in an effort to retain or grow revenue

• Assist TSO in maintaining an "At Risk" list of clients to drive internal awareness, resolve issues or predict revenue runoff

• Understand and maintain awareness with high exposure clients (EDD, ACH)

• Revenue realization review to ensure proper revenue ramp for new and existing client sales

Internal Initiatives Involving Sales:

• Drive action and response to "asks" from internal partners (Operations, On Boarding, Client Service, other)
• Proper portfolio management to identify and present internal opportunities

Client Experience:

• Ensures client issues are routed to Client Service for first pass resolution, remains engaged to support escalations in TSO's absence

• Oversee weekly "On Track / Off Track" meetings with On Boarding to ensure speed to revenue

• Follow up as instructed by TSO in providing materials to clients

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.

Qualifications

• Bachelors Degree in Finance, Accounting, Business or Sales preferred or equivalent work experience strongly preferred

• Strong attention to detail required

• Strong oral presentation and written communication skills required

• Excellent knowledge of PC/Internet (including Microsoft PowerPoint, Word & Excel) required

• Excellent problem-solving and critical thinking skills

• Excellent organizational skills, work ethic and attitude

• Self-Starter, takes initiative and has an intellectual curiosity

• Superb team skills and supportive to other teammates and groups

• Excellent time management skills

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.Texas Capital is an Equal Opportunity Employer.