Treasury Management Officer

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 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.

For more information about joining our team, please visit us at www.texascapital.com.

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

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. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.

Texas Capital is an Equal Opportunity Employer.

Texas Capital is the premier full-service financial services firm founded and headquartered in Texas, delivering customized solutions to institutions, businesses, entrepreneurs and individual customers across the United States. Founded in 1998, Texas Capital is headquartered in Dallas with offices in Austin, Fort Worth, Houston, San Antonio, Chicago, Los Angeles and New York City. With the capital, liquidity and products to support our clients through any market condition, Texas Capital has established consumer banking, commercial banking, corporate and investment banking, treasury solutions and wealth management capabilities.

At Texas Capital, we believe that ambition deserves a trusted partner. Together, we can transform bold ideas into enduring results.

Learn more about Texas Capital’s values, culture, benefits and more by visiting texascapitalbank.com/who-we-are/careers.

Texas Capital offers competitive compensation based on experience, skill set and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation. The firm also has a robust benefits package, 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, paid time off (PTO), opportunities to purchase company stock and access to employee banking products, including a financial health check. Additional details about compensation and Texas Capital’s benefits package will be provided during the hiring process. Texas Capital is an Equal Opportunity Employer, including Disability/Veterans.