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 401(k) match, paid leave programs, paid holidays, and paid time off (PTO).

The Sr TMO (Treasury Management 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.

• 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 Sales Force input; activity measurement is a leading indicator of future success and the TMO 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.

• Understands and is fluent in the full financials of the LOB.
• Understands the LOB strategic direction.
• Partners with the LOB Head and others to identify and analyze new areas of opportunity.
• Demonstrates the skills to enhance and/or build areas of the business where opportunity has been identified.
• Internal advocate and driver of enhancements in partnership with Product, Sales and LOB.

The above‑mentioned business plan should include:

• Identified and targeted areas of focus, what levers to pull, the tactics to deploy.
• SWOT analysis.
• 2–3 new or potential areas to explore and target for deposit and fee growth opportunities.
• Help identify and monetize products or external partnerships that could be specific to a LOB that could drive higher deposit and fees.
• On a quarterly basis, compare the plan against results and any changes that create opportunity or risk.

• Excellent rapport with all markets and LOBs supported.
• Regular 1v1’s with Group Managers and RMs.
• RM/TSO Activity Review – the activities should support the goals and expected results.
• Client Planning – active participant in planning for key clients and opportunities.
• Course Correct – Able to change tactics to meet shifts in Bank/LOB priorities and direction.

• At least 85% of TSO time should be spent in front of clients and prospects initiating strategic and meaningful conversation.
• Highly aggressive calling, follow‑up and pipeline oversight.
• Organized and targeted with new client/prospect deal opportunities.
• Ultra-responsive, pushing partners and peers.
• 100% ownership of end‑to‑end client experience from deal development, onboarding and client service handoff.

• Understand financial levers in portfolio and be able to identify trends, gaps and issues.
• Identify and act on variance and diminishment reporting in an effort to retain or grow revenue.
• Maintain an “At Risk” list of clients to drive internal awareness, resolve issues or predict revenue runoff.
• Understand…