What are the responsibilities and job description for the Treasury Management Sales Officer - Business Banking position at Texas Capital Bank?
Overview
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 and San Antonio. We serve clients across the nation in a variety of industries. For more information about joining our team, visit texascapitalbank.com.
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.
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/ 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
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 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
