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TREASURY MANAGEMENT - Products

Account Reconciliation

Account Reconciliation offers you a range of options to reconcile paid checks and identify outstanding checks. Full reconciliation and positive pay are available by transmitting your "checks issued" file to us; we compare issued checks and paid items to complete the process. Partial reconciliation provides a list of paid items so you can automatically update your own accounts payable system. Deposit reconciliation tracks deposits made at multiple locations; each location is assigned a number that is pre-printed in the MICR line of the deposit slip, allowing the customer to deposit into one account and still have an accounting of deposit amounts by location.

Automated Clearing House

A payment system providing an electronic parallel to the Federal Reserve check clearing system, Automated Clearing House (ACH) transfers can contain more information than a check and are more cost efficient. ACH debits and credits can be originated through the Texas Capital Treasury Manager system. Payroll credits, tax payments and cash concentration are some examples of ACH transactions.

Treasury Manager

The Texas Capital Bank Treasury Manager Information Reporting service is an ideal tool for any company that needs access to cash position information, reconciliation and wire transfers, both incoming and outgoing. The Treasury Manager receives previous-day and current-day updates of balances, deposits, disbursements and ACH and wire transfer transactions. The information is available through our web site or on your PC using our software.

Check Conversion

Select Payment's Check Conversion™ service enables businesses to instantly convert paper checks into ACH transactions. This reduces, or even eliminates, many of the costs and liabilities associated with traditional check processing. Check Conversion™ supports a variety of payment options, including lockbox remittance processing, retail point-of-purchase and payment windows.

Check Imaging

Check Imaging electronically captures the front and back image of a paid check and stores it on CD-ROM. The CD-ROM is then sent to you in place of canceled checks. You may also access your check images through our Image Depot.

Cash Vault Services

The Cash Vault, a secured area for processing large volumes of cash deposits, also performs the service of selling coin and currency and the replenishment of ATM cash. We also offer the ESAFE for secure storage and capture of local cash deposits for courier pick up.

Controlled Disbursement

Controlled Disbursement provides same-day notification, by mid-morning, of the total dollar amount of checks that will clear against the controlled disbursement account that day.

Courier Service

Courier Service is a convenient way to deliver your deposits to Texas Capital Bank. Since we do not plan to have many "brick and mortar" locations, we pick up corporate deposits and deliver them to the nearest Texas Capital Bank location for processing. You can select daily, less-than-daily or on-demand "hot shot" pick up.

Real-Time Balance Reporting

Real-Time Balance Reporting (RTBR) is an Internet-based product that allows companies to review account transactions on a "real-time" basis as they are posted to a Texas Capital Bank account throughout the day. These transactions include deposits or withdrawals memo-posted through a Texas Capital Bank Teller, ACH and Wire Transfer account activities.

E-Billing

Electronic Bill Presentment and Payment is the automation of billing and collection. Invoices can be electronically presented on your web site, where your customers can review their own invoices and pay by credit card or by an ACH debit to their bank accounts.

Electronic Check

Select Payment's Electronic Check™ system enables merchants to accept and process e-checks quickly, affordably and securely. The system supports a variety of payment options, including Internet checks, telephone checks and recurring payments. Electronic Check™ combines the flexibility and immediacy of e-payments with the comfort and familiarity of paying by check.

Integrated Payables Account

You may elect to outsource your accounts payable function to Texas Capital Bank, where we consolidate checks and ACH payments into our system for processing. This eliminates the internal cost of check printing and reconciliation of the payables and helps you move more quickly to conversion of payments to ACH.

Lockbox

This is a collection system in which Texas Capital Bank processes and deposits your mail receipts. Our wholesale platform includes online, real-time images, which allows your PC to access images of the check, the invoice, the envelope and other information sent with the payment.

Purchasing Card

The Purchasing Card is a payment mechanism that offers a solution for small dollar purchases with unique control over each card issued, such as ceilings on daily purchases, limits on individual purchases and vendor blocking within unapproved merchant categories.

Sweep Account

A bank account that automatically transfers excess balances into an Investment Account, our Sweep Account offers five different funds and two classes of shares.

Wire Transfer

Customer-initiated wires can be set up through our Texas Capital Treasury Manager. Confirmation numbers of outgoing wires are available in "real time," and customers are notified immediately of all incoming wires.

Zero-Balance Account

With the Zero-Balance Account (ZBA), you make deposits or write checks as you would with any checking account. Funds flow automatically between the ZBA and the master account at the end of the day. The balance can be set at any amount you request. Texas Capital Bank is working every day to provide the Treasury Management services that best fit your individual needs - every one of them designed to help eliminate the inefficiencies of paper, make your cash earn more and in general reduce your operating costs. For more information, call your Treasury Management representative at Texas Capital Bank or 1.877.TEX.BANK.

Austin
Jereme Gooch
Vice President
512.236.6782
jereme.gooch@texascapitalbank.com

Dallas
Robert McDaniel, CCM
Executive Vice President
214.932.6804
robert.mcdaniel@texascapitalbank.com

Fort Worth
Linnie Hayes
Vice President
817.212.8331
linnie.hayes@texascapitalbank.com

Houston
Jennifer Poindexter
Senior Vice President
713.439.5655
jennifer.poindexter@texascapitalbank.com

Plano
Mary Redding
Senior Vice President
972.963.3009
mary.redding@texascapitalbank.com

San Antonio
Salina Bensman
Vice President
210.785.3616
salina.bensman@texascapitalbank.com

Customer Service Austin Dallas Fort Worth Houston Plano San Antonio
877.TEX.BANK 512.236.6770 214.932.6600 817.212.8333 713.439.5900 972.963.3000 210.785.3600
Copyright © 2003-2007  Texas Capital Bancshares, Inc.  All rights reserved.