Treasury Management Lead — CRE & Client Strategy

Texas Capital Bank; Houston (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility and family building aids

401K with company match

Paid time off and holidays

Job summary

Texas Capital Bank is seeking a Treasury/CRE Relationship Manager based in Houston. You will engage with client organizations across treasury, finance, accounting, technology, HR, and procurement to drive CRE/Treasury solutions and growth.

The role emphasizes front-line client interaction, portfolio management, and ongoing education to maintain market leadership. Strong communication and analytical skills are essential.

Qualifications

• Minimum of 3 years of direct sales experience.
• Strong oral presentation and written communication skills.
• Excellent knowledge of PC/Internet tools including PowerPoint, Word & Excel.

Responsibilities

• Demonstrates strong business and market expertise across CRE client organizations.
• Owns financial and production results for Treasury Management projects.
• Leads and drives a Treasury Management CRE strategy.
• Spends significant time in front of clients and prospects (70%).
• Manages end-to-end client experience from deal development to onboarding.

Skills

Sales experience

Client relationship skills

Financial analysis

Communication skills

Education

Bachelor’s Degree in Finance/Accounting/Business or Sales

Tools

MS Office (PowerPoint, Word, Excel)

CRM software

Job description

Texas Capital Bank is seeking a Treasury/CRE Relationship Manager based in Houston. You will engage with client organizations across treasury, finance, accounting, technology, HR, and procurement to drive CRE/Treasury solutions and growth.

The role emphasizes front-line client interaction, portfolio management, and ongoing education to maintain market leadership. Strong communication and analytical skills are essential.