Senior Treasury Management Officer

. Independently build and grow the assigned business or market by developing and driving a Treasury Management strategy .

Posted 9/25/2026full-timeHouston • Texas • United StatesSeniorWebsite

Key responsibilities & impact

Independently build and grow the assigned business or market by developing and driving a Treasury Management strategy
Establish strong Line of Business engagement and accelerate business development
Manage portfolio growth objectives, Treasury Management revenue, deposits, and assigned Commercial Card, Merchant Card, and F/X sales targets
Maintain accurate Salesforce activity input and proactively course-correct financial performance gaps
Develop annual strategies and business plans for supported LOBs or markets, including SWOT analysis and deposit and fee growth opportunities
Partner with LOB Heads, Group Managers, Relationship Managers, Product, Sales, TSA, RA, and Onboarding teams
Conduct regular one-to-ones, activity reviews, client planning, pipeline meetings, networking events, and client/prospect engagements
Spend at least 85% of time in front of clients and prospects initiating strategic conversations
Own the end-to-end client experience from deal development through onboarding and service handoff
Manage Treasury Management fee portfolios, identify trends and revenue gaps, maintain at-risk client lists, and support revenue realization
Execute bank initiatives, including pricing or rate events, and assess credit exits and service or portfolio impacts
Leverage internal partners, delegate appropriate tasks, execute Treasury Management initiatives, and drive timely follow-up

What you’ll need

Bachelor Degree in Finance, Accounting or Business; Master’s preferred
Minimum of seven years’ bank treasury management or other financial sales/consultant experience
Excellent relationship management skills across internal cross-functional departments, senior leadership, vendors, and clients
Proven negotiation and active listening skills
Strong oral presentation and written communication skills
Excellent problem-solving and critical thinking skills
For a TMO supporting a specific LOB: 7–10 years minimum serving as an industry corporate practitioner or calling in the industry
Remains highly networked within the industry and regularly attends relevant associations and events
Stays abreast of industry-specific technology and understands how clients leverage it
Can confidently conduct CFO-through-technology-level conversations specific to the industry

Comp & perks