Treasury Solutions Officer – CRE Growth & Client Strategy

Texas Capital Bank; Dallas (TX); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Health insurance

Wellness program

401K match

Paid time off (PTO)

Job summary

Texas Capital Bank is seeking a Treasury Solutions Officer focused on the Commercial Real Estate segment. You will independently build and grow a CRE Treasury Management practice, driving strategy, client engagement, and portfolio growth across a broad client base.

The role emphasizes front-line client interactions, end-to-end deal development, onboarding, and ongoing service delivery, with a strong emphasis on relationship-building and market expertise.

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 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.

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

Skills

Sales experience

Client facing

Communication skills

Attention to detail

Education

Bachelor's degree

Tools

PowerPoint

Excel

Word

Job description

Texas Capital Bank is seeking a Treasury Solutions Officer focused on the Commercial Real Estate segment. You will independently build and grow a CRE Treasury Management practice, driving strategy, client engagement, and portfolio growth across a broad client base.

The role emphasizes front-line client interactions, end-to-end deal development, onboarding, and ongoing service delivery, with a strong emphasis on relationship-building and market expertise.