Treasury Management Growth & Solutions Lead

Texas First Bank . Insurance

Houston (TX)

On-site

USD 80,000 - 120,000

Full time

2 days ago
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Job summary

Texas First Bank is seeking a Treasury Management Officer to drive new business growth and deepen client relationships across Treasury Management solutions. The role supports a flexible office footprint in Houston-area locations including Katy Freeway, Pasadena, or Texas City.

The successful candidate will bring 3–5 years of direct sales experience in treasury or cash management, a Bachelor’s degree, and strong communication, analytical, and organizational skills to manage the full sales cycle

Qualifications

  • Bachelor's degree or equivalent education/work experience.
  • 3–5 years of direct sales success in treasury or cash management.
  • Willingness to travel to client meetings.
  • Proficient in Microsoft Office Suite.
  • Strong organizational, communication, and analytical skills.

Responsibilities

  • Develop and execute Treasury Management sales and prospecting strategy.
  • Strengthen client relationships and cross-sell banking services.
  • Manage client visits and maintain ongoing relationships.
  • Draft proposals, deliver presentations, and support onboarding.
  • Educate clients on security best practices and fraud prevention.
  • Collaborate with Treasury Management Officers and attend industry events.
  • Perform other duties as assigned.

Skills

Direct sales
Relationship building
Communication skills
Analytical skills
Time management
Teamwork
Attention to detail

Education

Bachelor's degree or equivalent

Tools

Microsoft Office Suite

Job description

Texas First Bank is seeking a Treasury Management Officer to drive new business growth and deepen client relationships across Treasury Management solutions. The role supports a flexible office footprint in Houston-area locations including Katy Freeway, Pasadena, or Texas City.

The successful candidate will bring 3–5 years of direct sales experience in treasury or cash management, a Bachelor’s degree, and strong communication, analytical, and organizational skills to manage the full sales cycle

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