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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Sr. Treasury Implementation Specialist - **Company:** Texas Capital Bank - **Location:** Dallas, TX, United States - **Experience:** Expert - **Contract:** Permanent contract - **Skills:** Application Programming Interfaces (APIs), Cyber Security, Payment Systems, Web Platforms, File Transfer Protocol (FTP), Treasury System, Operational Systems - **Published:** June 17, 2026 - **Apply:** https://www.indeed.com/viewjob?jk=a28064d9999ce4bf ## About the Role Do you have experience in Wire transfer payment processing?, Do you have a Bachelor's degree?, * 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 * Excellent client-facing communication and project management skills * Demonstrated ability to manage multiple complex implementations simultaneously * Strong problem-solving, root cause analysis, and escalation skills * High attention to detail and commitment to accuracy * Ability to identify business opportunities and communicate with sales teams, * 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 * Opportunity to drive revenue growth through implementation excellence and opportunity identification * Fast-paced, dynamic environment with exposure to diverse clients and complex treasury challenges ## Description 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 timelines, milestones, resource allocation, and success criteria; track progress and communicate status to stakeholders Technical Setup & Testing * Configure client profiles, user permissions, payment templates, reporting modules, and service parameters within TM systems * Support file transmission testing (ACH, BAI, wire templates, API, SFTP transmissions) * Validate mapping, formatting, file structure, and exception resolution with precision * Ensure all controls adherence, including KYC, fraud thresholds, and dual-control standards Risk, Compliance & Quality Controls * Ensure implementations comply with internal controls, KYC/BSA requirements, OFAC screening, and fraud-prevention standards * Maintain accurate implementation documentation and audit-ready records * Support risk reviews for high-risk products, large-value clients, and file-based connectivity * Protect client relationships through error prevention, rigorous validation, and proactive issue resolution CORE COMPETENCIES * Sales Mindset - Understands revenue drivers; actively identifies and communicates expansion opportunities to Sales team * Client Obsession - Delivers white-glove experience; builds trust and positions as strategic advisor * Treasury Expertise - Deep product knowledge; educates clients and translates requirements into solutions * Project Excellence - Manages multiple complex implementations simultaneously with discipline and precision * Communication - Clear, professional, and persuasive with clients and cross-functional partners * Problem-Solving - Anticipates issues, drives resolution, and adapts to client needs with agility * Influence & Partnership - Leads without authority; builds alignment across Sales, Operations, Technology, and Product teams * Attention to Detail - Rigorous approach to testing, validation, and controls ensures zero errors and high-quality delivery * Strategic Thinking - Connects implementation activities to broader client growth and relationship expansion strategy ## Related Videos - [Migrating half a million users to a new payment service provider](https://www.wearedevelopers.com/videos/730-migrating-half-a-million-users-to-a-new-payment-service-provider) - [Fintech Rebellion: How Developers Are Disrupting the Future of Commerce](https://www.wearedevelopers.com/videos/596-fintech-rebellion-how-developers-are-disrupting-the-future-of-commerce) - [Project Fugu: Extending the web](https://www.wearedevelopers.com/videos/832-project-fugu-extending-the-web) - [Thinking Differently - How to Make Money from Cyber Attacks & Cheats](https://www.wearedevelopers.com/videos/745-thinking-differently-how-to-make-money-from-cyber-attacks-cheats) - [APIs and Architecture for scaling omnichannel payments](https://www.wearedevelopers.com/videos/90-apis-and-architecture-for-scaling-omnichannel-payments) - [Cyber Security: Small, and Large!](https://www.wearedevelopers.com/videos/259-cyber-security-small-and-large) ## Related Articles - [The Biggest German Tech Companies](https://www.wearedevelopers.com/magazine/424-the-biggest-german-tech-companies) - [Coffee with Developers - Maria Apazoglou - Making AI understandable for all in production](https://www.wearedevelopers.com/magazine/475-coffee-with-developers-maria-apazoglou-making-ai-understandable-for-all-in-production) - [Best Paying Jobs in Technology](https://www.wearedevelopers.com/magazine/256-best-paying-jobs-in-technology) - [Is Software Engineering Over-Saturated?](https://www.wearedevelopers.com/magazine/418-is-software-engineering-over-saturated) - [What’s the Difference between a Junior, Mid, and Senior Developer?](https://www.wearedevelopers.com/magazine/238-what-s-the-difference-between-a-junior-mid-and-senior-developer) - [System change: restart as developer?](https://www.wearedevelopers.com/magazine/39-system-change-restart-as-developer)