Bachelor's degree in Finance, Accounting, or Business
7+ years of bank treasury management or financial sales/consulting experience
Proven relationship management with internal partners and external clients
Strong negotiation, active listening, presentation, and written communication skills
Strong problem-solving and critical thinking skills
Proficiency in Microsoft Office and CRM systems (Salesforce preferred)
Ability to travel at least 50% of the time
Responsibilities
Grow treasury management fee revenue, deposits, and product sales against assigned targets
Develop and execute an annual business plan for your portfolio
Spend most of your time with clients and prospects, managing business development activities
Collaborate with LOB leaders and relationship managers on key client pursuits
Monitor revenue variance and manage an at-risk client list
Lead deals from development through onboarding and handoff to client service
Benefits
Opportunity for significant travel to support client engagement
Access to a dynamic and growing mortgage finance sector
Collaboration with senior leaders and cross-functional teams
Potential for professional growth and development in treasury management
Engagement in strategic planning and execution for business growth
Full Job Description
SENIOR TREASURY MANAGEMENT OFFICER
The Senior Treasury Management Officer (TMO) - Mortgage Finance is responsible for independently building and growing the Mortgage Finance Treasury Management business by developing and executing a line-of-business strategy, deepening client relationships, accelerating business development, and driving portfolio growth. This role serves as a trusted advisor to mortgage bankers, mortgage servicers, and related industry participants, delivering treasury, payments, liquidity, and deposit solutions that improve client operations and maximize relationship profitability. The role requires up to 50% travel to support client meetings, industry events, prospecting efforts, and relationship management activities.
What You'll Do
Own results: Grow treasury management fee revenue, deposits, and product sales (commercial card, merchant card, FX) against assigned targets. Keep accurate, timely activity and pipeline records in Salesforce.
Build the strategy: Develop and execute an annual business plan for your portfolio, e.g.., SWOT analysis, target segments, and new revenue opportunities. Review results against the plan each quarter.
Drive business development: Spend most of your time with clients and prospects, running disciplined calling, follow-up, and pipeline management.
Partner across the bank: Work with LOB leaders, relationship managers, and product to plan key client pursuits and align on priorities.
Manage the portfolio: Monitor revenue variance and attrition, maintain an at-risk client list, and ensure new sales ramp as expected.
Oversee the client lifecycle: Lead deals from development through onboarding and handoff to client service.
What You BringRequired
Bachelor's degree in Finance, Accounting, or Business
7+ years of bank treasury management or financial sales/consulting experience
Proven relationship management with internal partners, senior leaders, and external clients
Strong negotiation, active listening, presentation, and written communication skills
Strong problem-solving and critical thinking skills
Proficiency in Microsoft Office and CRM systems (Salesforce preferred)
Ability to travel at least 50% of the time
Preferred
Master's degree or equivalent experience from a related field
Deep knowledge of mortgage finance and the ability to hold CFO- and technology-level conversations
What Success Looks Like
Revenue and deposit growth against defined targets
Consistent, accurate pipeline and activity tracking
Strong partnership with LOB leaders and relationship managers
Clients retained and expanded through the full lifecycle
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.
About Texas Capital Bank
Texas Capital Bank is a commercial bank that provides a range of financial services to businesses and individuals. The bank was founded in 1998 and is headquartered in Dallas, Texas. Texas Capital Bank has over 1,500 employees and operates branches in several states, including Texas, California, and New York. The bank offers a variety of services, including commercial lending, treasury management, and wealth management.
