Treasury Solutions Team Lead

Texas Capital • Houston, TX

2d

About The Position

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. The Treasury Solutions Sales Associate Team Leader will assist in hiring, developing, training and managing the Treasury Solution Associates. They will also be assigned projects as needed to support different initiatives within Treasury or across lines of business. Role is aligned with Commercial Real Estate and Home Builder Community Finance. This opportunity is a stepping-stone into leadership.

Requirements

• Bachelors Degree in Finance, Accounting, or Business (or similar degree) required.
• Minimum of 6 years of treasury management in banking or other financial sales/consultant experience required
• Treasury Solutions Associate experience required
• Excellent relationship management skills – experience of managing relationships across a variety of internal cross functional departments and senior leadership and externally with vendors and clients required
• Proven negotiation and active listening skills required
• Strong oral presentation and written communication skills required
• Excellent problem-solving and critical thinking skills required
• Self-sufficient in driving and executing on deliverables
• Passion for growing and developing others
• Strong Microsoft Office skills including Outlook, Excel, and PowerPoint to produce reports, correspondence, and presentations.

Responsibilities

• The Treasury Solutions Sales Associate Team Leader is responsible for leading a team of Treasury Solutions Associates supporting TMO’s and effectively coaching, guiding, and developing their skillset and career growth.
• Demonstrates market expertise to assist in creating and enabling the intentional support, implementation, adjustment, and execution of the business plan across the enterprise.
• In partnership with the Treasury Solutions TSA Group Manager will demonstrate strong aptitude and previous/current expertise in hiring, management, goal monitoring and management reporting to direct and operating committee level management.
• Demonstrates strong business and market expertise and can conduct productive conversations confidently and effectively both internally and externally.
• Identify opportunities to optimize processes and execute on those opportunities.
• Develop and maintain relationships within the bank.
• Partner effectively with peers to ensure proper support is being provided and leveraged.
• Leverage reporting to assist in effectively managing the TSA’s tasks and expectations.
• Solicit feedback from internal TS parties on performance and coach accordingly.

Benefits

• 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
• paid time off (PTO)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees