Bachelor's Degree in Finance, Accounting, Business, or Sales preferred, or equivalent work experience
Minimum of 3 years of direct sales experience
Strong attention to detail
Excellent oral presentation and written communication skills
Proficient in Microsoft PowerPoint, Word & Excel
Strong problem-solving and critical thinking skills
Excellent organizational skills and work ethic
Self-starter with initiative and intellectual curiosity
Team-oriented with supportive attitude
Responsibilities
Demonstrate strong business and market expertise in CRE conversations
Own financial and production results
Lead and develop a Treasury Management strategy for CRE
Pursue proactive and continuous education
Exhibit competitive drive to excel among peers
Spend at least 70% of time engaging with clients and prospects
Manage the end-to-end client experience from deal development to service handoff
Implement a robust portfolio management process
Benefits
Comprehensive health insurance
Retirement savings plan
Professional development opportunities
Flexible work arrangements
Employee wellness programs
Full Job Description
The TSO (Treasury Solutions Officer) is responsible for independently building and growing their business or market by developing and driving a Treasury Management strategy across the firm's Commercial Real Estate (CRE) segment, accelerating business development and managing portfolio growth objectives.
Responsibilities
Demonstrates strong business and market expertise and capable of conducting productive, CRE specific conversations confidently across the client organization including but not limited to treasury, finance, accounting, technology, human resources, and procurement
Owns financial and production results
Leads, develops and drives a strong Treasury Management CRE strategy
Pursues proactive and continuous education
Exhibits the competitive hunger to the be the best among peers
Spends at least 70% of time in front of clients and prospects
Owns 100% of end-to-end client experience from deal development, onboarding and client service handoff
Brings a strong portfolio management process
Qualifications
Bachelor's Degree in Finance, Accounting, Business or Sales preferred, or equivalent work experience strongly preferred
Minimum of 3 years of direct sales experience
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 of 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.
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.
