Treasury Management Officer

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).

Texas Capital is headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano, San Antonio, Chicago, Los Angeles and New York.

The TSO (Treasury Solutions Officer) is responsible for independently building and growing their business or market by developing and driving a Treasury Management strategy across the firm's Commercial Real Estate (CRE) segment, accelerating business development and managing portfolio growth objectives.

Responsibilities

• Demonstrates strong business and market expertise and capable of conducting productive, CRE specific conversations confidently across the client organization including but not limited to treasury, finance, accounting, technology, human resources, and procurement
• Owns financial and production results
• Leads, develops and drives a strong Treasury Management CRE strategy
• Pursues proactive and continuous education
• Exhibits the competitive hunger to the be the best among peers
• Spends at least 70% of time in front of clients and prospects
• Owns 100% of end-to-end client experience from deal development, onboarding and client service handoff
• Brings a strong portfolio management process

Qualifications

• Bachelor's Degree in Finance, Accounting, Business or Sales preferred, or equivalent work experience strongly preferred
• Minimum of 3 years of direct sales experience
• Strong attention to detail required
• Strong oral presentation and written communication skills required
• Excellent knowledge of PC/Internet (including Microsoft PowerPoint, Word & Excel) required
• Excellent problem-solving and critical thinking skills
• Excellent organizational skills, work ethic and attitude
• Self-Starter, takes initiative and has an intellectual curiosity
• Superb team skills and supportive of other teammates and groups

Additional information

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.