Treasury Management Officer

1 month ago

Dallas, United States Texas Capital Bank Full time
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).

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.

Brief Overview of Position

The TSO (Treasury Solutions Officer) is responsible for independently building and growing their business or market by developing and driving a Treasury Management strategy, establishing high LOB (Line of Business) engagement, accelerating business development and managing portfolio growth objectives.

Responsibilities
  • 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 market expertise and capable of conducting productive, industry specific conversations confidently across the client organization from CFO through Technology level
  • Owns financial and production results
  • Leads, develops and drives a strong Treasury Management Line of Business and 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
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
  • 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 to 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.

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