Treasury & Liquidity Sales Officer

Job Location US-TX-San Antonio-Mulberry
Location: Address
745 East Mulberry
Treasury & Liquidity


At Texas Capital Bank, we are driven by a single-minded and unwavering mission: to serve business and the individuals who run them. We use a consultative approach and innovative technologies to develop new ideas that give the bank and our clients a competitive advantage. We partner with our customers to push the boundaries of what’s possible—together.


Headquartered in Dallas, Texas Capital Bank has offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, and we serve clients in a variety of industries from coast-to-coast.


We are on the Forbes Best Banks in America list, and were named a top place to work by The Dallas Morning News, Houston Chronicle and San Antonio Express-News. For further information, please visit us at


  • Serves as a Treasury & Liquidity Sales Officer in the San Antonio Region
  • Develops strategic sales plans and executes in co-ordination with Market Leadership, Line of Business Managers, and Relationship Managers
  • Builds portfolio by partnering with Relationship Managers and sourcing outside opportunities 
  • Understands our prospects/clients' business environments, strategies, and industry to better determine their requirements and incorporate into overall strategy
  • Required to spend up to 40% of time on treasury-led business development efforts
  • Accountable for a portfolio of treasury management and liquidity clients within geographic region/vertical/RM base
  • Manages the relationship review process for existing client base
  • Conducts pricing and negotiation discussions with the prospect/client to optimize relationship profitability and liquidity
  • Pro-actively manages client account analyses and client profitability (excess/deficient balances, peg balance, waives, products, fees, rates)
  • Understands the competitions' capabilities and gaps, and how to position Texas Capital Bank Treasury & Liquidity Solutions against them
  • Promotes sales through client, prospect and industry meetings, discussions and networking 
  • Assesses risk and related exposure relative to treasury solutions, and coordinates internal process to satisfy the company’s approval processes


  • Bachelor Degree in Finance, Accounting or Business; Master’s Degree preferred
  • Minimum of seven years bank treasury management sales experience
  • Certified Treasury Professional designation strongly preferred
  • Excellent relationship management skills - experience with managing relationships across a variety of internal cross functional departments and senior leadership, and externally with vendors and clients
  • Proven negotiation and active listening skills
  • Strong oral presentation and written communication skills
  • Deep knowledge of bank products, services, credit standards and trends in commercial banking and treasury management
  • Excellent problem-solving and critical thinking skills
  • Proven history as a self-starter 


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