Treasury Solutions Team Lead - CRE Client Growth

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 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.