Middle Market Relationship Manager
Company | Texas Capital Bank |
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Location | Fort Worth, TX, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Senior |
Requirements
- Bachelor’s degree in Business Administration/finance, accounting, or related field preferred.
- Minimum 5 years of commercial banking experience preferred, including prior experience in credit analysis and/or portfolio management with a focus on middle market and corporate clients.
- Knowledge of banking suite of products and services, industry trends, as well as financial acumen to assess and deliver on prospect/client need.
- Formal Credit Training (Commercial Credit Certification, or from another bank) or commensurate underwriting experience is critical for success.
- Self-starter and persistent. Possesses a natural disposition to strive to exceed calling metrics and production goals.
- Effective team player with ability to work across business partner groups in a fast-paced, highly collaborative environment.
- Operates with a sense of urgency balanced with adherence to the firm’s risk appetite.
- Exceptional writing, interpersonal and communication skills, both verbal and written to communicate with clients, all levels of employees, management, internal partners, and clients.
- Strong organizational and time management skills with ability to manage multiple priorities.
- Ability to identify and solve problems/issues and timely escalation of known risks and issues.
- High interest in, outreach to, and involvement in the communities where we live and work.
- Strong knowledge and application using Salesforce and MS Office products including Outlook, Excel, Word, and PowerPoint.
Responsibilities
- Drives financial results – Actively build a strategic client acquisition pipeline to deepen and expand your portfolio and the Bank’s presence in the market. Requires strong business development and networking in the market to cultivate a robust prospect list and drive increased market share/revenue for the firm.
- Focuses on the client – Ensures appropriate client coverage through disciplined calling efforts, understanding of client strategic and financial objectives, identification and execution of optimal client solutions, and ensuring best in class client experiences.
- Partners across the firm – Delivers the whole bank through effective partner engagement to identify client opportunities and oversee/manage deals from inception to close.
- Knows the business – Actively pursues the latest information and builds knowledge base related to financial/banking products, financial markets, relevant regulations, as well as business trends, including businesses which are thriving in your market/or area of expertise.
- Manages Risk – Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
- Manages performance – Utilizes reports, data, and systems to actively self-manage pipeline and sales production.
Preferred Qualifications
- Bachelor’s degree in Business Administration/finance, accounting, or related field preferred.
- Minimum 5 years of commercial banking experience preferred, including prior experience in credit analysis and/or portfolio management with a focus on middle market and corporate clients.