Middle Market Team Lead

Middle Market Team Lead

Requirements

• Bachelor’s degree in Business Administration/Finance, Accounting, or related field preferred.
• Minimum 10 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.
• Demonstrated success leading and managing a team in a sales environment with goaled production metrics preferred.
• Advanced 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 critical for success.
• 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

• Drive financial results by meeting or exceeding expectations across all goaled production metrics; Preview and ensure high quality Balance Sheet Committee submissions.
• Recruit, develop, manage, and retain a team of Relationship Managers, Associates, and Analysts to drive optimal individual and team performance and strive to be employer of choice.
• Actively identify and prioritize top prospect and client relationships; Ensure team builds a strategic client acquisition pipeline to deepen and expand the team’s portfolio and the Bank’s presence in the market; self-source and actively call on prospects and clients in person.
• Actively participate in pre-call planning and join Relationship Managers on client and prospect calls; Support and guide team as needed throughout deal lifecycle through closure, helping to negotiate deals and solve problems that may arise.
• Screen deals, oversee credit reviews, and help to assess deal credit worthiness.
• Establish, manage and/or attend critical business routines to drive discipline and accountability in executing against team goals. Includes pipeline meetings, Balance Sheet Committee, weekly Market Update meeting, team meetings, employee 1-1 meetings, product, and other partner routines.
• Actively monitor various reports to effectively manage team’s activity; Ensure Salesforce is updated by team timely and with quality.
• Work closely with Texas Capital product and functional partners (I.e., IB, Treasury, Credit, Sales Enablement, Operations, etc.) to sell the whole bank and deliver exceptional service to clients and prospects.
• Manage risk/return and drives quality for new and/or existing clients. Actively identify and mitigate different types of risk such as regulatory, reputational, operational and credit risks.
• Build/reinforce the brand through planning and/or attending events and community outreach.
• Actively pursue the latest information and build 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.

Preferred Qualifications

• Bachelor’s degree in Business Administration/Finance, Accounting, or related field preferred.
• Minimum 10 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.
• Demonstrated success leading and managing a team in a sales environment with goaled production metrics preferred.