Treasury Product Manager

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

This position is part of a dynamic Treasury Management Product team focused on becoming the best Treasury Management provider in the State of Texas. If you are motivated to build products, own the customer experience, and define the go-to-market strategy, then our Treasury Product Manager is the job for you.  Growing our Treasury business is a strategic objective, and this opportunity will allow you to use your experience to develop market leading solutions to meet the needs of our growing customer base. 

Responsibilities

• Work within a small team setting to resolve client operational and technical issues with Revenue Cycle automation service
• Coordinate between multiple business stakeholders, 3rd party vendors, and clients to provide excellent customer support
• Become a subject matter expert in the automation of Healthcare Receivables and Reconciliation through mentorship
• Aid in implementations of new clients
• Learn Sales Support through mentorship (how to give demos, close deals, etc)
• Work with 3rd party vendors on custom development projects that improve the service and meet specific client needs
• Understand other Treasury Services within the organization (Lockbox, Merchant Services, Card, etc) and learn through mentorship where it is appropriate to cross-sell and bring in additional SME’s
• Work collaboratively in a fast-paced, team-oriented environment to resolve client operational and technical issues with Revenue Cycle automation service
• Monitor product performance metrics and prepare regular reports as part of the Archer scorecard review.
• Support the Escalation team in identifying root cause to ensure Lockbox cases are prioritized to help drive resolution. 
• Assist in the day-to-day management of Lockbox products (Retail and Wholesale).
• Coordinate between multiple business stakeholders, 3rd party vendors, and clients to provide excellent customer support
• Collaborate with operations and technology teams to assist in the Implementation of new clients.

Qualifications

• Bachelor’s degree, preferably in Health Administration, Business Administration, Accounting, Finance, Economics, or Medicine/Healthcare focus
• Minimum 2 years in client-facing roles, preferably in a Healthcare setting
• Preferred 4 years working in Healthcare Revenue Cycle either for a Provider or Payer
• 3 years of experience in financial services, banking, or product management.
• Familiarity with Lockbox services, treasury management, or payment processing is a plus.
• Experience working in Healthcare Receivables with a Healthcare Provider
• Knowledge of EDI transactions (835, 837)
• Experience with a