Senior Middle-Market Relationship Manager

Texas Capital; Austin (TX); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health insurance

401K match

Paid holidays/PTO

Job summary

Texas Capital seeks a Senior Relationship Manager for its Commercial Banking division to build and manage relationships with mid-market clients and drive loan fundings, deposits, PxV, and Commercial Card spend for revenues between $25M and $300M. You will report to Market or Team Leader and deliver comprehensive financial solutions across industries.

The role emphasizes client coverage, risk management, cross-bank collaboration, and ongoing market knowledge to achieve production goals in a

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.
• 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 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.
• 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.

Skills

Relationship management

Business development

Credit analysis

Financial acumen

Sales pipeline

Education

Bachelor’s degree in Business Administration/Finance/Accounting

Tools

Salesforce

MS Office

Job description

Texas Capital seeks a Senior Relationship Manager for its Commercial Banking division to build and manage relationships with mid-market clients and drive loan fundings, deposits, PxV, and Commercial Card spend for revenues between $25M and $300M. You will report to Market or Team Leader and deliver comprehensive financial solutions across industries.

The role emphasizes client coverage, risk management, cross-bank collaboration, and ongoing market knowledge to achieve production goals in a