Sr. Treasury Implementation Specialist

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. 

KEY RESPONSIBILITIES

Strategic Sales Extension & Client Partnership

• Serve as primary client-facing implementation leader during onboarding; position as trusted advisor and extension of Sales team
• Build deep understanding of client treasury needs, operational structure, pain points, and strategic priorities through discovery conversations
• Identify expansion opportunities during implementation—gaps in fraud controls, liquidity management, reporting, or payment channels—and brief Sales team on high-probability upsell/cross-sell scenarios
• Maintain strong relationships post-go-live to drive adoption, satisfaction, and future revenue conversations

Client Onboarding & Implementation Excellence

• Lead full lifecycle of Treasury Management implementations for new and existing clients with exceptional project discipline and client communication
• Conduct comprehensive discovery sessions to assess requirements including banking structure, file formats, payment channels, fraud controls, authorization models, and reporting needs
• Configure and deploy TM products:
  • ACH Origination & Wire Transfer Services
  • Remote Deposit Capture (RDC) & Lockbox Services
  • Positive Pay & Payee Match
  • Digital Banking / Online Portals
  • Information & Balance Reporting
  • Sweeps & Liquidity Solutions
  • Embedded Banking
  • Instant Payments
  • Consolidated Payments
• Deliver client-specific training on digital platforms, file transmission, entitlements, controls, and operational best practices

Opportunity Identification & Revenue Acceleration

• Actively identify treasury pain points, operational inefficiencies, and service gaps during implementation conversations and testing phases
• Recognize cross-sell opportunities (fraud tools, liquidity solutions, receivables products, API connectivity) and communicate recommendations to Sales team
• Support Sales in positioning complementary solutions during client expansion conversations
• Document and escalate high-value expansion opportunities for Sales follow-up

Project Coordination & Delivery

• Manage multiple complex implementations concurrently with clear timelines, milestones, and proactive client communication
• Coordinate seamlessly with internal teams (Operations, Technology, Product, Risk, Sales) to ensure accurate and timely setup
• Surface implementation risks, dependencies, and issues early; drive resolution and escalation paths as needed
• Track progress and maintain audit-ready documentation in CRM and implementation workflow tools
• Create and manage detailed project plans with