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.
Texas Capital Bank (TCB) seeks a seasoned Business Analyst with experience in Salesforce CRM implementations and a deep understanding of commercial and consumer banking segments. The successful candidate will directly support the Product Owner, cross-functional teams, and stakeholders to gather requirements, analyze data, and translate insights into actionable recommendations that drive the success of our Salesforce CRM initiative.
Responsibilities:
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Collaborate with stakeholders, sales teams, marketing, and technology, to elicit, document, and prioritize business and functional requirements for the Salesforce CRM solution.
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Analyze sales data, customer interactions, and performance metrics to provide insights and recommendations that inform feature development, process improvements, and overall CRM effectiveness.
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Map and document banking sales processes to identify pain points, bottlenecks, and opportunities for automation and optimization within the Salesforce CRM.
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Translate business requirements into clear and concise user stories, use cases, and acceptance criteria for development teams. Ensure alignment between user needs and technical implementation.
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Collaborate with technical teams to define data integration requirements and ensure seamless data flow between the Salesforce CRM and other systems.
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Collaborate with testing teams to develop test cases, validate new features, and ensure the Salesforce CRM solution meets business requirements and user expectations.
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Assist in developing training materials, user guides, and documentation to support the adoption of the Salesforce CRM solution across the banking sales teams.
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Maintain clear and open lines of communication with cross-functional teams, ensuring that all stakeholders are informed about project progress, changes, and developments.
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Proactively identify opportunities for process optimization, feature enhancements, and improvements to the Salesforce CRM based on user feedback and evolving business needs.
Qualifications:
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Bachelor's degree in Business, Information Systems, or a related field.
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5-8 years of experience as a Business Analyst, with a focus on supporting Salesforce CRM implementations in banking or related industries.
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Strong understanding of banking sales processes, customer relationship management, and industry best practices.
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Proficiency in gathering and documenting requirements, user stories, and acceptance criteria.
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Analytical mindset with the ability to interpret complex data sets and provide actionable insights.
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Excellent communication and interpersonal skills, with the ability to collaborate effectively with both technical and non-technical stakeholders.
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Experience with Salesforce CRM (Financial Service Cloud) is required.
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Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Visio).
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Strong problem-solving skills and attention to detail.
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.
Top Skills
What We Do
Our expert bankers are committed to helping your business build and grow. Equipped with experience-based insights and a proven record of implementing custom solutions for clients, we can help you with a suite of business lending, investing and financial management services that see you through every step of the way.
Our client-centric culture thrives because we attract, develop and engage the most experienced and diverse experts in their fields. Over the years, we've developed a supportive culture that values collaboration, rewards performance and respects the well-being of its team members. We know our people are our greatest asset, so we give them the resources and support they need to be successful. Our personal approach has enabled us to deliver exceptional value for our clients for more than two decades — an achievement we’re proud to continue.
Explore a career at Texas Capital Bank: https://www.texascapitalbank.com/who-we-are/careers
Texas Capital Bank is a wholly owned subsidiary of Texas Capital Bancshares, Inc. (NASDAQ®: TCBI). For more information, please visit www.texascapitalbank.com. Member FDIC. NASDAQ®: TCBI. Equal Housing Lender.
Texas Capital Bank and its subsidiaries are equal opportunity employers and do not discriminate on the basis of any protected trait including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status. Please view our EEO Policy to learn more: https://www.texascapitalbank.com/equal-employment-opportunity-policy
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