Treasury Solutions Sr Associate

1 week ago

Dallas, United States CareerBuilder Full time

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Treasury Solutions Sr Associate

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locations

Dallas, TX

Houston, TX

time type

Full time

posted on

Posted 22 Days Ago

job requisition id

JR101645

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 peoples 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

GoBankingRates

2023 list of Best Regional Banks. For more information about joining our team, please visit us at

www.texascapitalbank.com

.
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, On Boarding, Client Service) when required to obtain deal specific needs
Pitch Prep including price model and pitch book 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 5 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
Understand and maintain awareness with high exposure clients (EDD, ACH)
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, On Boarding, Client Service, other)
Proper portfolio management to identify and present internal opportunities
Client Experience:
Ensures client issues are routed to Client Service for first pass resolution, remains engaged to support escalations in TSOs absence
Oversee weekly On Track / Off Track meetings with On Boarding to ensure speed to revenue
Follow up as instructed by TSO in providing materials to clients
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

Bachelors Degree in Finance, Accounting, Business or Sales preferred or equivalent work experience strongly preferred
Strong attention to detail required
Strong oral presentation and written communication skills required
Excellent knowledge of PC/Internet (including 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.

About Texas Capital Bank

Texas Capital Bank 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 peoples 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 Bank, we do more than build business success. We build long lasting relationships.

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital Bank was recently named the #1 most trusted bank in the country on Newsweeks inaugural list of Americas Most Trusted Companies

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