Sr Treasury Management Officer

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. 

Sr. Treasury Solutions Officer - Commercial Real Estate

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.   

Business and/or market Expertise 

The TSO supporting a specific LOB should demonstrate deep expertise in the dynamics of the industry supported.  A TSO supporting a general market (Corporate, Commercial) only, start at section II. 

• Has served in the industry as a corporate practitioner or has called in the industry for 7-10 years minimum. 

• The TSO Remains highly networked within the industry and regularly attends associations and events specific to the industry. 

• Stays abreast with technology specific to the industry and understand how clients leverage them. 

• Can confidently have CFO thorough Technology level conversations specific to the industry. 

Owns Financial and Production Results 

The TSO is accountable for growing TM revenue and deposits at the levels required to meet financial objectives.  Current and targeted revenue growth should average 18-22% of the assigned portfolio.  New Sales will generally trend $400-850k per annum (when factoring both recurring and non-recurring revenue).  The recurring revenue target is roughly 10-12% of the assigned portfolio.  It is understood that a TSO should have 1-2 strategic calling events per day whereby meaningful sales dialogue takes place.  In addition to TM fee revenue, there are assigned and distinct Commercial Card, Merchant Card and F/X sales targets.  Full ownership of results is critical and exhibits accountability, individual leadership and professionalism.  What ownership means: 

• The TSO understands where the financial performance is at all times and is fluent in the behaviors of the portfolio they manage.  They have accurately identified the revenue levers and are active in exploring new revenue paths. 

• Proves “body of work” through on time and accurate SalesForce input.  Activity measurement is a leading indicator of future success and the TSO is responsible to ensure activities are captured and are meeting or exceeding levels that meet financial objectives. 

• The TSO is proactive in addressing gaps in financial performance and has independently taken the appropriate steps to course correct before the gaps become too significant to overcome. 

Leads, Develops and Drives a strong TM LOB and/or Market Strategy & Build 

The TSO has developed a full year strategy and business plan specific to the LOB or market supported and has clearly outlined the path to meet financial objectives.  Additionally, the TSO has factored in what level of financial impact is needed to contribute to the overall growth of the LOB or market.  Specific TSO requirements to supporting and/or growing the business are: 

• Understand and be fluent in the full financials of the LOB 

• Understand the LOB strategic direction 

• Partners with the LOB Head and others to identify and analyze new areas of opportunity