What are the responsibilities and job description for the Middle Market Relationship Manager position at Texas Capital Bank?
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
.Responsibilities
- Ensure appropriate client coverage through disciplined calling efforts, understanding the client’s strategic and financial objectives, and working with TCB product partners to identify appropriate opportunities to deepen the bank’s relationship with the client
- Develop a strategic client acquisition pipeline based upon parameters assigned by your line of business to deepen and expand your portfolio and the Bank’s presence in the market.
- Embrace the TCB Sales Excellence process to ensure appropriate client and prospect coverage and align with TCB product partners on delivering banking solutions to deepen existing relationships and accelerate new client acquisition
- Focus on targets and deadlines; Possess a natural disposition to be focused on achieving production goals and calling metrics.
- Ability to implement a proactive approach toward managing expenses to ensure a healthy P&L statement.
- Keep abreast of the latest financial and banking product knowledge, financial markets, and relevant regulations.
- Stay current on business trends, including businesses which are thriving in your area of expertise.
- Surface issues and provide feedback to appropriate corporate functional leaders for visibility and resolution.
Qualifications
- Bachelor’s degree in finance, accounting, or related field/experience required.
- Minimum 5 years of commercial banking experience required, including prior experience in credit analysis and/or portfolio management with a focus on middle market and corporate clients.
- Formal Credit Training (Commercial Credit Certification, or from another bank) or commensurate underwriting experience required.
- Ability to perform in an exciting and transformative environment.
- Must have excellent intrapersonal and communications skills, both verbal and written, with ability to communicate with all levels of employees, management, internal committees, and clients.
- Must be proficient with organizational skills, ability to identify and solve problems/issues, and be able to management multiple workstreams.
- Proficient in Salesforce and MS Office products (Teams, Word, Excel, PowerPoint).
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.
