Senior Treasury Management Officer at Texas Capital in Four Oaks

Senior Treasury Management Officer

Location: Houston, TX

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).

Texas Capital is headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano, San Antonio, Chicago, Los Angeles and New York. For more information about joining our team, please visit us at www.texascapital.com.

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 Bring
Required

• 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.Texas Capital is an Equal Opportunity Employer.