Middle Market Team Lead

Texas Capital Bank; Dallas (TX); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Health insurance

Wellness program

401K match

Job summary

Texas Capital Bank seeks a seasoned Middle Market Team Lead who will drive new relationships, lead a team of Relationship Managers, and deliver comprehensive financial solutions to mid‑market clients ($25M–$500M in revenue).

Reporting to the Market Leader, you will recruit and develop talent, manage production metrics, and collaborate with product and operations partners to ensure excellent client experiences and risk management.

Qualifications

• Bachelor’s degree in Business Administration/Finance or related field.
• 10+ years commercial banking experience preferred.
• Experience leading a sales-driven team in middle-market banking.
• Formal credit training or underwriting experience is critical.

Responsibilities

• Lead and manage Relationship Managers, Associates, and Analysts to deliver financial solutions.
• Drive new relationships, loan fundings, deposits, and client growth across industries.
• Ensure pipeline development and strategic client acquisition to deepen market presence.
• Oversee deal lifecycle, credit reviews and risk management with the team.

Skills

Relationship management

Team leadership

Sales

Credit analysis

Strategic planning

Salesforce

MS Office

Education

Bachelor’s degree in Business Administration/Finance/Accounting

Tools

Salesforce

MS Office

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 firms at a scale that works 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.

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 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.

Texas Capital is an Equal Opportunity Employer.

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. Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies

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.