Diversified Industries Relationship Manager

Texas-Capital-Bank; Dallas (TX); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility benefits

Life and disability insurance

401K match

Paid leave

Holidays & PTO

Job summary

Texas Capital Bank seeks a Diversified Industries Relationship Manager to develop and manage a portfolio across varied industries, delivering comprehensive financial solutions and driving revenue growth.

You will identify new clients, grow existing relationships, and collaborate with product, credit, and operations teams to tailor loans, treasury services, and other offerings while ensuring client satisfaction.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or related field.
• MBA preferred for advanced roles in relationship management.
• 7–10 years in corporate banking relationship management with a proven track record.

Responsibilities

• Develop and execute strategies to identify, attract, and onboard diversified banking clients across industries.
• Manage and grow an existing portfolio, understand client needs, and offer tailored solutions.
• Proactively identify cross-sell opportunities for loans, deposits, treasury management, and more.
• Conduct thorough financial analysis and due diligence to assess creditworthiness.
• Prepare and present credit proposals, ensuring adherence to policies and regulatory requirements.
• Negotiate terms and conditions to reach mutually beneficial agreements.
• Act as a trusted advisor, providing strategic financial guidance and market insights.
• Collaborate with product specialists, credit officers, and operations to deliver seamless service.

Skills

Relationship Management

Credit Analysis

Loan Structuring

Cross-Selling

Negotiation

Client Relations

Presentations

Communication Skills

Education

Bachelor's degree in Finance/Business/Economics

MBA preferred

Job description

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 banks at a scale that makes sense 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.

Job Summary

The Diversified Industries Relationship Manager at Texas Capital Bank is responsible for developing and managing a portfolio of Diversified banking relationships within a variety of industries. This role focuses on delivering comprehensive financial solutions, driving revenue growth, and ensuring client satisfaction.

Job Responsibilities

• Develop and execute strategies to identify, attract, and onboard new diversified banking clients across diverse industry sectors.
• Manage and grow an existing portfolio of client relationships, understanding their unique financial needs and offering tailored solutions.
• Proactively identify cross-sell opportunities for various bank products and services, including loans, deposits, treasury management, and other specialized offerings.
• Conduct thorough financial analysis and due diligence to assess client creditworthiness and structure appropriate loan facilities.
• Prepare and present comprehensive credit proposals to internal teams, ensuring adherence to bank policies and regulatory requirements.
• Negotiate terms and conditions of financial products and services with clients, ensuring mutually beneficial agreements.
• Act as a trusted advisor to clients, providing strategic financial guidance and market insights.
• Collaborate effectively with internal partners, including product specialists, credit officers, and operations teams, to deliver seamless client experiences.
• Monitor portfolio performance, identify potential risks, and implement appropriate mitigation strategies.
• Stay abreast of industry trends, market conditions, and competitor activities to maintain a competitive edge.
• Represent Texas Capital Bank at industry events, conferences, and community functions to enhance brand visibility and cultivate new leads.

Job Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• MBA preferred.
• Minimum of 7-10 years of experience in corporate banking relationship management, with a proven track record of success in diversified industries.
• Strong understanding of various financial products and services relevant to diversified clients (e.g., C&I loans, real estate, treasury management, trade finance).
• Exceptional credit analysis and underwriting skills.
• Demonstrated ability to originate, structure, and close complex commercial banking transactions.
• Excellent interpersonal, communication (written and verbal), and presentation skills.
• Strong negotiation and sales acumen.
• Ability to build and maintain strong client relationships and internal partnerships.

Required FINRA Licenses

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.

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 banks at a scale that makes sense 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.