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Middle Market Relationship Manager

Middle Market Relationship Manager

CompanyTexas Capital Bank
LocationFort Worth, TX, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

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.