Treasury Data, Reporting and Analytics Associate

Posted 21 Days Ago
Be an Early Applicant
Dallas, TX
In-Office
Mid level
Fintech
The Role
The Treasury Data, Reporting and Analytics Associate analyzes deposit portfolios, automates workflows, builds dashboards, and creates predictive models to inform strategies.
Summary Generated by Built In

 

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. 

 

Brief Overview of Position

We are looking for a data-driven professional with a passion for transforming commercial deposit insights into strategic action.  We’re seeking a Treasury Data, Reporting and Analytics Associate who thrives at the intersection of finance, technology, and analytics.

Responsibilities

  • Analyze & Automate:

    • Perform deep-dive analysis on commercial deposit portfolios to uncover trends, risks, and opportunities.

    • Develop and maintain automated workflows using Python, SQL, and Snowflake to streamline data processing and reporting.

  • Build & Visualize:

    • Design and deploy interactive Power BI dashboards that provide real-time visibility into deposit performance, client behavior, and liquidity metrics.

    • Collaborate with stakeholders to translate business needs into intuitive visual solutions.

  • Predict & Strategize:

    • Create predictive models to forecast deposit flows, client attrition, and pricing sensitivity.

    • Deliver actionable insights that inform product development, pricing strategy, and client retention efforts.

  • Collaborate & Lead:

    • Partner with cross-functional teams including Treasury, Finance, and Technology to drive data-centric initiatives.

    • Present findings with clarity and confidence.

Requirements

  • Proven experience in commercial deposit analysis or treasury analytics

  • Banking and treasury solutions/cash management experience preferred

  • Strong coding skills (Python, SQL, Snowflake) and experience with data automation

  • Advanced proficiency in Power BI and data visualization best practices

  • Familiarity with predictive modeling techniques and tools

  • Strong communication and stakeholder management skills

  • Bachelor’s degree in Finance, Data Science, Economics

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

Power BI
Python
Snowflake
SQL
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The Company
HQ: Dallas, TX
2,100 Employees
Year Founded: 1998

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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