Treasury Solutions Sr Associate

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 Treasury Solutions Sr. Associate (Sr. TSA) is client focused supporting up to 3 Treasury Management Officers (TMO). The Sr. TSA directly supports their TMO’s by contributing to sales targets, deepening the existing book via portfolio management, and appropriately managing internal and external relationships and expectations. They are a resource for their peers and others internally. This role is designed for progression of job functions and skills over time to pursue a role as a TMO within Texas Capital. 

We are seeking qualified candidates with a passion for a long-term career in Banking, that have extraordinary levels of critical thinking, motivation, and initiative and aspire to deliver superior client experiences.

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, Onboarding, Client Service) when required to obtain deal specific needs
• “Pitch Prep” including price model and pitchbook 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 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
• 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, Onboarding, Client Service, other)
• Proper portfolio management to identify and present internal opportunities to meet cross-sell goals

Client Experience:

• Ensures client issues are routed to Client Service for first pass resolution, remains engaged to support escalations in TSO’s absence
• Oversee weekly “On Track / Off Track” implementations to ensure speed to revenue
• Follow up as instructed by TSO in providing materials to clients
• Ability to independently call on clients when needed

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