Treasury Management Officer

Texas First Bank; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Texas First Bank in Texas is seeking a Treasury Management Officer who drives new business growth and strengthens client relationships through a proactive, consultative sales and service approach. The role includes managing the full sales cycle, from proposals to onboarding, and reviewing ACH/Wire limits for clients.

This position requires travel to client meetings, collaboration with Relationship Managers, and ongoing education on security best practices to prevent fraud.

Qualifications

• Bachelor's degree or equivalent education/work experience.
• 3–5 years of direct sales success in treasury or cash management.
• Travel to client locations for meetings and activities.
• Proficient in Microsoft Office Suite.
• Attention to data accuracy and detail.
• Strong organizational skills with the ability to multitask in a fast-paced environment.
• Excellent written and verbal communication skills.
• Analytical, problem-solving, and time management abilities.
• Cooperation, teamwork and patience with customers.

Responsibilities

• Develop and execute a comprehensive Treasury Management sales and prospecting strategy, identify client needs and position solutions against competitors.
• Work independently and collaboratively to strengthen client relationships, generate cross-sell opportunities, and refer clients to additional banking services.
• Manage customer visits by maintaining consistent contact and building relationships that promote loyalty.
• Review historical ACH, Wire, and Remote Deposit limits for new and existing Treasury Management clients.
• Oversee the fully sales cycle: draft proposals, deliver presentations, manage communications, gather onboarding requirements, and support implementation.
• Maintain ongoing Treasury Management client relationships; ensure solutions meet client needs and partner with Relationship Managers for reviews.
• Educate clients on security best practices and fraud-prevention protocols.
• Stay informed on competitive Treasury Management landscape and adjust strategies accordingly.
• Collaborate with Treasury Management Officers to share knowledge and participate in ongoing training.
• Attend HTMA events and TEXPO and other industry opportunities.

Skills

Sales experience

Client relationships

Time management

Written & verbal communication

Analytical skills

Teamwork

Patience with customers

Education

Bachelor's degree or equivalent education/work experience

Tools

Microsoft Office Suite

Job description

Founded in 1973, Texas First Bank is a fast-growing community bank with 27 locations across Southeast Texas. Texas First is a team of dedicated professionals who believe relationships matter, communities come first, and doing the right thing never goes out of style. Our strength comes from people who choose to build their careers here. This is a place where you can grow.

Job Summary

The Treasury Management Officer plays a critical role in driving new business growth and strengthening existing client relationships. This position requires a proactive, consultative approach to sales and service, ensuring clients receive tailored Treasury Management solutions that align with their financial goals and operational needs. Office location for this role is flexible and may be location in Houston (Katy Freeway), Pasadena, or Texas City.

Responsibilities and Duties

• Develop and execute a comprehensive Treasury Management sales and prospecting strategy, identify client needs and effectively positioning the bank's solutions against competitors.
• Work both independently and collaboratively to strengthen client relationships, generate cross-sell opportunities, and refer clients to additional banking services.
• Manage customer visits by maintaining consistent contact and building relationships that promote client loyalty and satisfaction.
• Review historical ACH, Wire, and Remote Deposit limits for new and existing Treasury Management clients.
• Oversee the fully sales cycle: draft proposals, deliver presentations, manage professional communication, gather implementation requirements, and support onboarding activities.
• Maintain strong, ongoing relationships with Treasury Management clients; ensure solutions continue to meet client needs and partner with Relationship Managers to identify relationship review opportunities.
• Educate clients on key security best practices and promote awareness of fraud-prevention protocols.
• Maintain strong understanding of the competitive Treasury Management landscape and adjust strategies in response to market conditions.
• Collaborate with Treasury Management Officers to support knowledge sharing, stay current on industry developments, and participate in ongoing professional training.
• Attend HTMA events, annual TEXPO conference and participate in other industry related opportunities.
• Perform other duties as assigned.

Job Skills and Qualifications

• Bachelor's degree or equivalent education/work experience.
• Minimum 3-5 years of demonstrated success in direct sales roles in treasury or cash management capacity.
• Travel to various locations for client meetings and other work-related activities.
• Proficient in Microsoft Office Suite.
• Attention to detail with high concern for data accuracy.
• Excellent organizational skills with proven ability to prioritize and manage multiple responsibilities and projects in a fast-paced environment.
• Strong written and verbal communication skills and ability to convey a positive attitude.
• Analytical skills, problem solving and good time management.
• Cooperation/Teamwork and patience in dealing with customers.