Treasury Solutions Team Lead

Texas Capital Bank; Dallas (TX); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility & family benefits

Life and disability insurance

401(k) with match

Paid leave

Paid holidays

PTO

Job summary

Texas Capital Bank is seeking a Treasury Solutions Officer Team Lead in Dallas to build and scale a Treasury Management strategy within the Commercial Real Estate segment. The role emphasizes proactive relationship development, portfolio management, and driving growth across client portfolios.

The ideal candidate has a strong sales background (10+ years), excellent communication skills, and a track record of leading teams in a treasury/CRE environment.

Qualifications

• Must have strong communication and presentation skills.

Responsibilities

• Demonstrates strong business and market expertise across CRE conversations.
• Manages portfolio and leads team of 1-2 contributors.
• Owns financial and production results.
• Leads and drives Treasury Management CRE strategy.
• Pursues ongoing education to stay ahead.
• Exhibits competitive drive to be best among peers.
• Spends 70%+ of time with clients and prospects.
• Manages end-to-end client experience from deal development to handoff.

Skills

Client relationship management

Public speaking

Strategic selling

Portfolio management

Education

Bachelor's degree in Finance/Accounting/Business or Sales preferred

Tools

PowerPoint

Word

Excel

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 .

Treasury Solutions Officer (Team Lead)

Texas Capital Bank is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense 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 Bank, we do more than build business success. We build long-lasting relationships.

Headquartered in Dallas, Texas Capital Bank has offices in Austin, Fort Worth, Houston, Richardson, Plano, San Antonio, and South Lake. We serve clients across the nation in a variety of industries. For more information about joining our team, visit texascapital.com .

Brief Overview of Position

The Treasury Solutions Officer Team Lead is a player/coach responsible for building and growing the business or market by developing and driving a Treasury Management strategy across the firm's Commercial Real Estate (CRE) segment, accelerating business development and managing portfolio growth objectives.

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
• Manages individual portfolio and leads a team of 1-2 individual contributors
• 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

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.

Qualifications

• Bachelor's Degree in Finance, Accounting, Business or Sales preferred, or equivalent work experience strongly preferred
• Minimum of 10 years of direct sales experience
• Demonstrated capability to cultivate talent and motivate performance
• 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.