Sr Relationship Manager Middle Market

texascapitalbank; Austin (TX); On-site; USD 125,000 - 260,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness program

Fertility and family building aids

Life and disability insurance

401K retirement match

Paid leave programs

Paid holidays

Paid time off

Job summary

Texas Capital is seeking a Senior Relationship Manager in Commercial Banking to drive new relationships, fundings, deposits, and card spend for mid-market clients with $25M to $300M revenue. The role reports to Market or Team Leader and carries a client portfolio with sales goals across multiple industries.

The position emphasizes delivering comprehensive financial solutions and best-in-class client experiences, requiring strong business development, client coverage, and cross‑firm collaboration.

Qualifications

• Bachelor's degree in Business Administration, Finance, or related field.
• Minimum 10 years of commercial banking experience, including credit analysis or portfolio management.
• Advanced knowledge of banking products and industry trends.
• Formal Credit Training or underwriting experience is critical for success.
• Strong writing, interpersonal and communication skills, both verbal and written.
• Ability to identify and solve problems and manage risk and credit exposure.

Responsibilities

• Build a strategic client acquisition pipeline to deepen and expand the bank's market presence.
• Ensure appropriate client coverage through disciplined calling and understanding client objectives.
• Partner across the firm to deliver the whole bank and oversee deals from inception to close.
• Stay informed about financial markets, regulations, and industry trends relevant to clients.
• Identify and mitigate risk types including regulatory, reputational, and credit risks.
• Use reports and systems to manage pipeline and sales production effectively.

Skills

Business development

Communication skills

Self-starter

Team player

Time management

Problem solving

Community involvement

Sales pipeline

Education

Bachelor's degree in Business Administration / Finance

Tools

Salesforce

Microsoft 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
• 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 Senior Relationship Manager 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 $ 2 5 million and $300 million. Depending on the market, this role will report directly to the Market or Team Leader. This role carries a portfolio of clients and sales production goals and is accountable to deliver comprehensive financial solutions and best-in-class experiences to clients and prospects across a broad array of industries .

Responsibilities

• Drives financial r esults - Actively build a strategic client acquisition pipeline to deepen and expand your portfolio and the Bank's presence in the market. Requires strong business development and networking in the market to cultivate a robust prospect list and drive increased market share/revenue for the firm.
• Focuses on the client - Ensure s 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 - Active ly 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.

Qualifications

• Bachelor's degree in Business Administration / finance, accounting, or related fiel d 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.
• A dvanced 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.