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 is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense 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.
Headquartered in Dallas, Texas Capital has offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio. We serve clients across the nation in a variety of industries. For more information about joining our team, visit texascapitalbank.com.
Job Description
- Support Specialist is responsible for supporting the Treasury Management Support effort for TC. The Individual must have knowledge of Bank and Treasury/Cash Management products and service offerings.
- This position will assist Treasury Clients perform their day-to-day activities via phone and email.
- This position will answer phone calls, manage a dedicated email inbox, prioritize client requests, problem solving, conduct research utilizing various bank systems to respond and resolve clients’ inquiries.
This position is responsible for handling escalated client issues related to Treasury Products and Services daily tasks in addition to:
- Provide high level of client support to clients via phone and email
- Perform and complete assign tasks in efforts to support all Treasury Management Clients for Texas Capital
- Assist Management in self- identifying risks and opportunities to mitigate risk and/or enhance client experience
- Analyze, Assess and immediately engage Product or Technical Support to execute immediate resolution
- High-Level of verbal and written etiquette to be able to communicate with clients via phone and email
- Provide processes and system expertise to other areas of the bank as needed for projects, issue resolution or process improvements
- Knowledge of all internal systems to expedite issues and provide resolutions efficiently and timely
- Organize and provide support/coverage when needed or requested for high-risk volume/complex level deficiencies
- Assist management with various operational duties and responsibilities
- Abide by Texas Capital policies, procedures, and regulatory compliance guidelines
- Special projects as needed
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 may assign reasonably related additional duties to individual employees consistent with standard departmental policy.
Qualifications- 3+ years of experience in Treasury Services or Banking role
- Multichannel Support Excellence: Exceptional phone and verbal communication skills with a proven track record of maintaining high etiquette standards across diverse service channels
- Relationship Building - Ability to build relationships with clients and internal partners
- Change Management - Ability to work at a consistently changing/fast pace
- Time Management - Ability to establish and consistently follow a disciplined process to plan activities, manage time and accomplish tasks and objectives
- Ability to effectively multi-task, while maintaining a high-level of client support and satisfaction
- Drive and Motivation - Ability to demonstrate tenacity, focus, discipline and self-impetus to accomplish results
- Problem Solving - Ability to identify a problems root cause and drive to resolution
- Communication - Ability to know when and how to escalate issues and display professionalism in written and oral communications, both internally and externally
- Technical – Ability to demonstrate knowledge of PC, telecommunication and internet methodologies, and Microsoft office products, (i.e. Excel, MSWord, Outlook, etc.)
- Familiarity with SalesForce a plus
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.
Skills Required
- 3+ years of experience in Treasury Services or banking
- Exceptional phone and verbal communication skills with strong multichannel service etiquette
- Ability to build relationships with clients and internal partners
- Ability to work effectively in a consistently changing, fast-paced environment
- Strong time management and organizational skills
- Ability to multitask while maintaining client support and satisfaction
- Problem-solving skills, including identifying root causes and driving issues to resolution
- Ability to appropriately escalate issues and communicate professionally in writing and verbally
- Knowledge of PCs, telecommunications, internet methodologies, and Microsoft Office products
- Familiarity with Salesforce
Texas Capital Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Texas Capital Bank and has not been reviewed or approved by Texas Capital Bank.
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Retirement Support — A company 401(k) with matching contributions is repeatedly characterized as good, reinforcing the value of the retirement program. Employer match and related financial supports are highlighted as competitive components of the package.
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Leave & Time Off Breadth — PTO and paid holidays are characterized as solid to generous, with accruals that can increase with tenure or vary by level. Time off is frequently cited as a strong element of the overall package.
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Wellbeing & Lifestyle Benefits — Wellness programs, educational assistance, and paid parking expand support beyond core insurance, adding convenience and development value. Ancillary perks complement the standard medical, dental, and vision coverage.
Texas Capital Bank Insights
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
