Senior Treasury & Mortgage Finance Advisor

Texas Capital Bank; Houston (TX); Vor Ort; USD 120.000 - 190.000; Vollzeit

Benefits dieser Stelle

Health insurance

401K match

Paid time off

Zusammenfassung

Texas Capital Bank is seeking a Senior Treasury Management Officer for Mortgage Finance to independently build and grow treasury management services, deepen client relationships, and drive portfolio growth. The role emphasizes delivering treasury, payments, liquidity, and deposit solutions that maximize profitability.

Travel up to 50% to meet clients, prospects, and industry events while partnering with bankers and product teams to execute business plans and meet revenue targets.

Qualifikationen

• Bachelor’s degree in Finance, Accounting, or Business is required.
• 7+ years in bank treasury management or financial sales/consulting.
• Strong relationship management with internal partners and clients.
• Excellent negotiation, listening, presentation and written communication.
• Strong problem-solving and critical thinking abilities.
• Proficiency in Microsoft Office and CRM systems (Salesforce preferred).
• Ability to travel at least 50% of the time.

Aufgaben

• Own results: grow treasury management revenue, deposits, and product sales against targets.
• Build the annual business plan for your portfolio and review results quarterly.
• Drive business development with disciplined calling and pipeline management.
• Partner with LOB leaders, relationship managers, and product teams on client pursuits.
• Oversee the client lifecycle from development to onboarding and handoff.

Kenntnisse

Relationship management

Negotiation

Presentation

Written communication

Problem solving

Critical thinking

Salesmanship

Ausbildung

Bachelor's degree in Finance/Accounting/Business

Master’s degree preferred

Tools

Microsoft Office

Salesforce

CRM systems

Jobbeschreibung

Texas Capital Bank is seeking a Senior Treasury Management Officer for Mortgage Finance to independently build and grow treasury management services, deepen client relationships, and drive portfolio growth. The role emphasizes delivering treasury, payments, liquidity, and deposit solutions that maximize profitability.

Travel up to 50% to meet clients, prospects, and industry events while partnering with bankers and product teams to execute business plans and meet revenue targets.