Texas Capital
Sr. Treasury Implementation Specialist
Dallas, TX · Senior
Sponsorship not specifiedDetected 31 days ago
Project ManagementCRMSalesAccount ManagementCommunicationProblem SolvingInternal Audit
About 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.
- Our bankers are seasoned financial experts who possess deep experience across a multitude of industries.
Responsibilities
- Build deep understanding of client treasury needs, operational structure, pain points, and strategic priorities through discovery conversations
- Maintain strong relationships post-go-live to drive adoption, satisfaction, and future revenue conversations
- Lead full lifecycle of Treasury Management implementations for new and existing clients with exceptional project discipline and client communication
- At Texas Capital, we do more than build business success.
- We build long-lasting relationships.
Requirements
- Bachelor's degree in Finance, Business, or related field
- 5-7 years of Treasury Management, Cash Management, or Commercial Banking operations and implementation experience
- Hands-on experience implementing TM products, digital banking platforms, and payment systems
- Strong understanding of ACH, wire transfers, RDC, positive pay, lockbox, and API/SFTP file transmissions
- Ability to identify business opportunities and communicate with sales teams
Nice to have
- Certified Treasury Professional (CTP) or Accredited ACH Professional (AAP)
- Experience with FiSERV, FIS, Q2, or similar TM systems
- Knowledge of NACHA rules, Regulation E, UCC 4-A, and digital security protocols
- Prior experience in banking onboarding, client success, or account management roles
- Track record of identifying upsell/cross-sell opportunities and supporting sales growth
- Familiarity with Extend virtual card programs or fintech payment solutions
- Collaborative Treasury Solutions environment with direct partnership to Sales, Operations, Product, and Technology teams
- Client-facing role requiring excellent communication and relationship management
Skills
- 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
- Actively identify treasury pain points, operational inefficiencies, and service gaps during implementation conversations and testing phases
- Coordinate seamlessly with internal teams (Operations, Technology, Product, Risk, Sales) to ensure accurate and timely setup
- Configure client profiles, user permissions, payment templates, reporting modules, and service parameters within TM systems
Company info
- While we are rooted in core financial products, we are differentiated by our approach.
Equal opportunity
- Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.
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This listing is sourced directly from Texas Capital's careers page and normalized into a canonical job model.