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
The Treasury Solutions Associate (TSA) is client focused supporting up to 2 Treasury Management Officers (TMO). The TSA directly supports their TMO’s by contributing to sales targets, deepening the existing book via portfolio management, and appropriately managing internal and external relationships and expectations. This role can provide career advancement into a more Senior TSA role based on growth and skill progression.
We are seeking qualified candidates with a passion for a long-term career in Banking, that have extraordinary levels of critical thinking, motivation, and initiative and aspire to deliver superior client experiences.
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, Onboarding, Client Service) when required to obtain deal specific needs
- “Pitch Prep” including price model and pitchbook 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 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
- 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, Onboarding, Client Service, other)
- Proper portfolio management to identify and present internal opportunities to meet soft cross-sell goals
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” implementations to ensure speed to revenue
- Follow up as instructed by TSO in providing materials to clients
Qualifications
- Bachelor's Degree in Finance, Accounting, or Business (or similar degree) required
- 2+ years of experience in sales or commercial banking or treasury is preferred
- Strong attention to detail required
- Strong oral presentation and written communication skills required
- Excellent knowledge of 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.
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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