Middle Market Team Lead

texascapitalbank; Dallas (TX); On-site; USD 140,000 - 210,000; Full time

Job summary

Texascapitalbank in Dallas seeks a seasoned Middle Market Team Lead in Commercial Banking to drive growth by building new relationships, funding loans, and increasing deposits for mid-market clients.

You will manage Relationship Managers, Associates, and Analysts, deliver financial solutions, and ensure top-tier client experiences across diverse industries.

The role reports to the Market Leader and requires strategy, risk management, and collaboration with product and credit teams.

Qualifications

• Bachelor's degree in Business Administration/Finance, Accounting, or related field preferred.
• Minimum 10 years of commercial banking experience preferred, including credit analysis/portfolio management for middle market and corporate clients.
• Proven success leading a team in a sales environment with goaled production metrics.

Responsibilities

• Drive financial results by meeting or exceeding production metrics and prepare high quality Balance Sheet Committee submissions.
• Recruit, develop, manage, and retain a team of RMs, Associates, and Analysts to optimize performance.
• Identify top prospects, build a strategic client acquisition pipeline, and actively call on clients in person.
• Participate in pre-call planning and support deals through closure, guiding the team as needed.
• Screen deals, oversee credit reviews, and assess deal credit worthiness.
• Attend and drive business routines: pipeline reviews, meetings, and 1-1s to ensure discipline.
• Monitor reports and ensure Salesforce updates with quality.
• Collaborate with product and partners to sell the full bank and deliver exceptional service.

Skills

Relationship management

Team leadership

Strategic client acquisition

Cross-functional collaboration

Education

Bachelor's degree in Business Administration/Finance/Accounting

Tools

Salesforce

Job description

Brief Overview of Position

The Middle Market Team Lead will have experience within the Commercial Banking line of business and enable the company's financial results by driving new relationships, new loan fundings, new deposits, PxV, and Commercial Card spend for companies with revenue between $25 million and $500 million. This role will report directly to the Market leader and be accountable to lead and manage a team of Relationship Managers, Associates, and Analysts to deliver comprehensive financial solutions and best-in-class experiences to clients and prospects across a broad array of industries.

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.

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.
• 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 col