Commercial Card Support Lead

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: 

• Interface directly with clients to assist with various requests, such as:
  • Triage, research and support complex client issues, involving changing expense management components, such as accounting code changes; billing cycle changes; payment and transaction issues; and workflow approval changes for clients
  • Responding to requests from clients for assistance with rollouts, program expansion solutions, training, and general product usage
  • Escalating client issues and concerns to the vendor(s), tracking progress, and keeping clients informed
• Responsible for managing large-scale projects and initiatives, including coordinating with internal and external product and delivery teams, in support of Commercial Card Support team initiatives. 
• Mentor and provide guidance and support for other senior and associate team members, as well as identify and drive to conclusion, process improvement opportunities
• Collaborate with sales team to complete commercialization tasks during product launch, specifically addressing client training and communication requirements; holding client webinars; and producing/updating materials for sales. 

• Participate in the development and improvement of client-facing processes, and controls. 
• Address TSYS-TMS customer requests which are referred to the bank; evaluate the customer service policy and updating as needed 
• Manage the TS2, PowerCurve, Spend Clarity, CentreSuite, and SmartData option sets.  Create change requests and manage documentation updates.
• Support product roadmap and backlog, ensuring activities are coordinated with product managers.
• Assess and update client survey and complaints activities.

Qualifications: 

• Minimum 7 years’ experience with managing commercial card client requests, with a thorough understanding of:
  • Credit card authorization/transaction processes
  • Payment flows for card programs
  • Company/Cardholder setup and maintenance
  • Expense Reporting and Cost Allocation
  • Regulatory and Association Rules related to commercial cards

• Advanced product knowledge of: purchase cards, corporate travel (Central Travel, Declining Balance, and traditional travel cards), fleet cards, and virtual cards
• Familiarity with tools used in commercial cards, including: Spend Clarity, SmartData, and CentreSuite and TSYS TS2.
• Proficient in Microsoft Office Suite, particularly PowerPoint; with advanced knowledge of SnagIt for preparing training material. 
• Excellent quantitative and analytical skills, with a high level of attention to detail and accuracy. 
• Strong communication and interpersonal skills, with the ability to clearly explain commercial card programs, particularly virtual cards, declining balance, fleet, purchase, and travel cards. 
• Self-motivated, with the ability to work independently and as part of a team and manage multiple tasks and deadlines effectively.