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Treasury Data, Reporting and Analytics Associate

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Posted

24 days

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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.  

 

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

We are looking for a data-driven professional with a passion for transforming commercial deposit insights into strategic action.  We’re seeking a Treasury Data, Reporting and Analytics Associate who thrives at the intersection of finance, technology, and analytics.

Responsibilities

  • Analyze & Automate:

    • Perform deep-dive analysis on commercial deposit portfolios to uncover trends, risks, and opportunities.

    • Develop and maintain automated workflows using Python, SQL, and Snowflake to streamline data processing and reporting.

  • Build & Visualize:

    • Design and deploy interactive Power BI dashboards that provide real-time visibility into deposit performance, client behavior, and liquidity metrics.

    • Collaborate with stakeholders to translate business needs into intuitive visual solutions.

  • Predict & Strategize:

    • Create predictive models to forecast deposit flows, client attrition, and pricing sensitivity.

    • Deliver actionable insights that inform product development, pricing strategy, and client retention efforts.

  • Collaborate & Lead:

    • Partner with cross-functional teams including Treasury, Finance, and Technology to drive data-centric initiatives.

    • Present findings with clarity and confidence.

Requirements

  • Proven experience in commercial deposit analysis or treasury analytics

  • Banking and treasury solutions/cash management experience preferred

  • Strong coding skills (Python, SQL, Snowflake) and experience with data automation

  • Advanced proficiency in Power BI and data visualization best practices

  • Familiarity with predictive modeling techniques and tools

  • Strong communication and stakeholder management skills

  • Bachelor’s degree in Finance, Data Science, Economics

The duties listed above are the essential functions, or fundamental duties within the job classification.  The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer. 

Skills & Tags

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Aplyr's read

Texas Capital Bank thrives on relationship banking, offering tailored financial services. It's a hub for professionals seeking growth in a dynamic banking environment.

Synthesized from recent postings & public sources

What's promising

  • Strong focus on relationship banking enhances client satisfaction and retention.
  • Recent roles indicate a commitment to innovation and technology integration.
  • Expanding presence in Dallas/Fort Worth highlights regional growth opportunities.

What to watch

  • Highly competitive banking industry may pressure profit margins.
  • Limited public information about diversity and inclusion initiatives.
  • Economic downturns could impact lending and investment services.

Why Texas Capital Bank

  • Specialized roles in AI and risk analytics suggest a tech-forward approach.
  • Emphasis on homebuilder and community finance reflects niche market focus.
  • Offers a blend of traditional banking and innovative financial solutions.

Aplyr’s read is generated by AI from public sources. Was it useful?

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About Texas Capital Bank

Texas Capital Bank is a commercial bank that provides a range of financial services to individuals, businesses, and institutions. The bank focuses on relationship banking and offers services such as lending, treasury management, and investment services.

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