Treasury Solutions Officer

Texas Capital Bank
Dallas, TX
30+ days ago
Texas Capital Bank
Texas Capital Bank

Job Description

At Texas Capital Bank, we are driven by a single-minded and unwavering mission: to serve business and the individuals who run them. We use a consultative approach and innovative technologies to develop new ideas that give the bank and our clients a competitive advantage. We partner with our customers to push the boundaries of what’s possible—together. Headquartered in Dallas, Texas Capital Bank has offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, and we serve clients in a variety of industries from coast-to-coast.

The TSO (Treasury Solutions Officer) is responsible for independently building and growing their business or market by developing and driving a TM (Treasury Management) strategy, establishing high LOB (Line of Business) engagement, accelerating business development and managing portfolio growth objectives.
  • The Treasury Solutions Officer is responsible for independently building and growing their business or market by developing and driving a Treasury Management strategy, establishing high Line of Business engagement, accelerating business development and managing portfolio growth objectives
  • Demonstrates strong business and/ or market expertise and capable of conducting productive conversations confidently from CFO through Technology level conversations specific to the industry
  • Owns financial and production results
  • Leads, develops and drives a strong Treasury Management Line of Business and/ or Market Strategy Build
  • Proactive and continuous education
  • Competitive hunger to the be the best among peers
  • At least 70% of the TSO time should be spent in front of clients and prospects
  • 100% ownership of end to end client experience from deal development, onboarding and client service handoff
  • Strong portfolio management process
  • Bachelor Degree in Finance strongly preferred, Accounting or Business; Master’s preferred or equivalent work experience
  • Minimum of seven years’ bank treasury management or other financial sales/consultant experience required
  • Excellent relationship management skills - experience of managing relationships across a variety of internal cross functional departments and senior leadership and externally with vendors and clients required
  • Proven negotiation and active listening skills required
  • Strong oral presentation and written communication skills required
  • Excellent problem-solving and critical thinking skills required


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