Treasury Services Associate
4 weeks ago
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
As we aim to provide exceptional customer service, we are looking for a qualified customer-focus individual to join us as a Treasury Services Associate- Implementations Specialist. As Treasury Services Associate, you carry the responsibility of engaging with our clients and provide insight, knowledge, and excitement about our Treasury products. Highly involved in our client onboarding, the Treasury Services Associate facilitates and manages new product implementations to provide what our clients need most
Responsibilities
* Onboard all Treasury products and services for new and existing Treasury clients
* Project management oversight to drive accuracy and timeliness of onboarding process
* Collaborate with Treasury Sales to identify a prospect's need for new Treasury service set-up
* Review Treasury Management Agreements, internal forms, and onboarding requests to ensure proper execution
* Act as subject matter expert for Treasury products, services and systems
* Communicate directly with clients or their designees regarding testing and any format changes needed, including ACH files (CSV and NACHA formats), Positive Pay issue files and data transmissions, etc.
* Provide client assistance for various Treasury products as needed
* Coordinate smooth transition of new clients to Treasury Support Education
* Act as a liaison with various internal departments to facilitate implementation of products such as Account Recon, Lockbox, Positive Pay, etc.
* Mentor other Implementation Specialists, including training of new associates
* Other duties as assigned
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.
Qualifications
* Bachelor Degree preferred
* Minimum 3+ years of banking experience, with a working knowledge of treasury products and services preferred
* General working knowledge of all applicable banking laws and regulations
* Strong oral presentation skills in speaking with clients, both in person and over the phone
* Excellent problem-solving, analytical, and critical thinking skills
* Ability to influence and establish positive working relationships across the organization
* Results oriented in a high-performance team environment
* Self-starter and ability to multi-task in a fast-paced environment
* Outstanding organization and effective time management skills
* Proficiency in the use of Microsoft Office products (MS Word, MS PowerPoint, MS Excel)
* CTP certification preferred but not required
Additional Requirements/Skills you would like to add?
* Specialized skillset for THIS role that would potentially be different than for other positions in the same group with the same title
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.
-
Treasury Services Associate
4 weeks ago
Richardson, United States Texas Capital Bancshares, Inc. Full timeTexas 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...
-
Client Treasury Director
2 weeks ago
Richardson, United States Associa Full timeJob Description Director of Client Treasury Position Overview This position reports to the SVP, Client Services, and interacts with Branch Operations and other Client Shared Service Center functional areas. Therefore, the candidate must have strong communication skills, oral and written, with the ability to lead a team of Treasury professionals...
-
Treasury Implementations Team Manager
2 weeks ago
Richardson, United States Texas Capital Bank Full timeTexas 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...
-
Senior Treasury Analyst
2 weeks ago
Richardson, Texas, United States Fossil Full timeMake an Impact Fossil Group is seeking a highly motivated and analytical Senior Treasury Analyst to join the team. Based in Richardson, TX, you will report to the Sr. Director Treasury and contribute to the Treasury and Corporate Finance function. Responsibilities include:Conduct comprehensive cash flow forecasting and analysis tailored to the dynamic needs...
-
Client Service Officer
4 weeks ago
Richardson, United States Texas Capital Bancshares, Inc. Full timeTexas 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...
-
Client Service Officer
4 weeks ago
Richardson, United States Texas Capital Bancshares, Inc. Full timeTexas 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...
-
Client Service Officer
4 weeks ago
Richardson, United States Texas Capital Bank Full timeTexas 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...
-
Customer Service Sales Associate
7 days ago
Richardson, United States Cardinal Services Inc of Indiana Full timeSURESTAFF is immediately hiring Customer Service Representatives for a Manufacturing company in Richardson, TX. The premise of this role is providing efficient and accurate information to both internal and external company customers by utilizing thei Sales Associate, Customer Service, Sales, Associate, Service, Customer, Retail, Staffing
-
Customer Service Associate
4 weeks ago
Richardson, United States Collum Insurance Group, LLC Full timeJob DescriptionJob DescriptionWe are seeking a Customer Service Associate to join our team! You will be responsible for helping customers by providing information they request as well as supporting licensed office staff.Well suited candidate will service our insurance agency clients by:Answer all incoming callsHandle customer inquiries and direct to...
-
Associate Service Advisor
3 weeks ago
Richardson, United States Crash Champions Full timeChampions Do More At Crash Champions, We Believe the Difference is Trust. Crash Champions is the one of the fastest growing and most exciting brands in the collision repair industry. The company is the largest founder-led multi-shop operator (MSO) of high-quality collision repair service in the U.S., serving customers and business partners at more than 600...
-
Customer Service Representative
3 days ago
Richardson, United States Kelly Services Full timeJob DescriptionJob DescriptionThe OpportunityDescriptionWe're looking for a Customer Service Representative, working in the Insurance industry in Richardson, Texas, United States.Build rapport and respond quickly to plan participants in a compassionate manner by identifying and exceeding expectations by responding in a respectful, accurate, timely...
-
Insurance Customer Service Associate
4 weeks ago
Richardson, United States Cindy Montgomery Agency LLC Full timeJob DescriptionJob DescriptionJoin Cindy Montgomery Agency LLC, a leading insurance agency dedicated to providing exceptional customer service. As an Insurance Customer Service Associate, you will have the opportunity to work in our Richardson, Texas office and make a positive impact on our valued clients.At Cindy Montgomery Agency, we prioritize building...
-
Customer Service Sales Associate
7 days ago
Richardson, United States SureStaff LLC Full timeJob DescriptionJob DescriptionSURESTAFF is immediately hiring Customer Service Representatives for a Manufacturing company in Richardson, TX. The premise of this role is providing efficient and accurate information to both internal and external company customers by utilizing their knowledge of the company products and programs as well as team members within...
-
Customer Service Sales Associate
7 days ago
Richardson, United States SURESTAFF LLC Full timeJob DescriptionJob DescriptionSURESTAFF is immediately hiring Customer Service Representatives for a Manufacturing company in Richardson, TX. The premise of this role is providing efficient and accurate information to both internal and external company customers by utilizing their knowledge of the company products and programs as well as team members within...
-
Richardson, United States Richardson Saw & Lawnmower Full timeJob DescriptionJob DescriptionAccepting applications for Experienced Parts and Service AssociateJob Highlights:*Assist customers with part and accessory purchases for outdoor power equipment*Check in and out equipment for service and repair*Receiving and restocking parts and accessories*Pull and deliver parts to technicians*(English & Spanish) is...
-
Richardson, United States Service King Full time**Description** **About the job: Associate General Manager** Service Kings DoD SkillBridge Associate General Manager Program offers a comprehensive leadership assignment within the automotive space to transitioning service members, enhancing their understanding of the collision repair industry through valuable, hands-on experience with an organization...
-
Richardson, Texas, United States Sonic Automotive Full timeJob Title: Service BDC AssociateCompany: ConfidentialPurpose: The Service BDC Associate is responsible for generating service appointments with customers through dealership phone calls for service of vehicles. The BDC Internet Service Agent delivers a premium customer experience by responding to inquiries promptly, professionally, accurately, and...
-
Customer Service Associate
4 weeks ago
Richardson, United States 5E Real Estate LLC Full timeJob DescriptionJob DescriptionDo you love interacting with others, making connections, and helping people? Then you’re an excellent fit for the customer service representative position at our company! You’ll be responsible for responding to customer inquiries, mitigating service problems, and providing an exemplary customer experience. If this posting...
-
Sales and Service Associate
4 weeks ago
Richardson, United States 24 Hour Fitness Worldwide, Inc. Full timeFULL-TIME Part-time LOCATION 1375 E. Campbell Rd Richardson TX 75081 Who we are At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming to everyone. We're on the hunt for team members who are committed to being the best part...
-
Richardson, United States Sonic Automotive Full timeJob Description Purpose: The Service BDC Associate is responsible for generating service appointments with customers that contact **** the dealership phone calls for service of new and/or pre-owned vehicles. The BDC Internet Service Agent delivers a premium customer experience by responding to customer inquiries in a prompt, professional, accurate and...
