Commercial Card Support Analyst
Texas CapitalAbout the role
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.
The Commercial Card Support Analyst is integral to the long-term support, satisfaction and user experience for Texas Capital Commercial Card clients post-implementation. This role will report directly to the head of Commercial Card Support team and be responsible for overseeing the daily activities required to maintain the health of the portfolio and customer satisfaction. This will ensure Texas Capital meets the ever-evolving needs of our Commercial Card clients, as the complexion of programs becomes increasingly complex.
Responsibilities:
· Triage requests received by the commercial card team from clients and/or internal teams. Action the items and update SharePoint site to ensure all impacted teams (sales, account management, product) are kept informed of the resolution.
· Directly contact clients to assist with various requests, such as:
· Queries regarding payments and payment issues
· Updating system access entitlements for customers only
· Changing expense management components, such as accounting code changes; billing cycle changes; and workflow approval changes for clients
· Responding to requests from clients for assistance with rollouts, program expansion solutions, training, and general product usage
· Escalating client issues and concerns to the vendor(s), tracking progress, and keeping clients informed
· Collaborate with sales team to complete commercialization tasks during product launch, specifically addressing client training and communication requirements; holding client webinars; and producing/updating support materials.
· Participate in the development and improvement of client-facing processes, and controls.
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