Treasury Solutions Team Lead

Texas Capital Bank; United States; On-site; USD 140,000 - 190,000; Full time

Job summary

Texas Capital Bank is seeking a Treasury Solutions Officer Team Lead to develop and execute a CRE-focused treasury management strategy, driving business growth while mentoring a small team. The role requires deep CRE market knowledge and a strong track record in client-facing environments.

The position emphasizes building and maintaining client relationships, leading end-to-end deal execution, and delivering a high-performing Treasury Management program across the bank.

Qualifications

• Bachelor's degree in Finance, Accounting, Business or Sales preferred.
• Minimum of 10 years of direct sales experience.
• Demonstrated capability to cultivate talent and motivate performance.
• Strong attention to detail.
• Strong oral presentation and written communication skills.
• Excellent knowledge of PC/Internet (including Microsoft PowerPoint, Word & Excel)
• 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.

Responsibilities

• Conduct CRE-specific conversations with clients across functions.
• Manage portfolio; lead a 1-2 person team.
• Owns financial and production results.
• Lead Treasury Management CRE strategy.
• Pursue ongoing education.
• Maintain competitive drive.
• Spend 70%+ time with clients.
• Own end-to-end client experience from deal development to service handoff.
• Portfolio management process.

Skills

Direct sales

Talent development

Attention to detail

Communication skills

MS Office

Critical thinking

Organizational skills

Self-starter

Team player

Education

Bachelor's degree in Finance, Accounting, Business or Sales

Tools

MS Office

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.

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.

Treasury Solutions Officer (Team Lead)

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

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.

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.

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.