Sr RM Insurance Corporate Banking

Texas Capital; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility assistance

Life insurance

Disability insurance

401(k) match

Paid time off

Job summary

Texas Capital in Dallas seeks a Relationship Manager or Senior Relationship Manager for its Corporate Banking team, focused on high-value Insurance clients. You will manage a portfolio, tailor financial solutions, and lead deal execution with oversight from the Head of Insurance Corporate Banking.

The role requires 10+ years in corporate banking, leadership of junior staff, strong communication, and solid credit knowledge.

Qualifications

• 10+ years in corporate/commercial banking or similar roles with proven portfolio growth.
• Experience mentoring junior team members and fostering a high-performing environment.
• Strong verbal and written communication skills for internal/external stakeholders.
• Self-starter who works well under pressure in a fast-paced environment.
• Knowledge of corporate finance, accounting, credit analysis, and strategic advisory.

Responsibilities

• Manage a portfolio of corporate and upper middle-market clients, acting as primary contact for C-suite executives.
• Develop customized financial solutions based on client needs and market insights.
• Drive business development through industry networks and proactive outreach.
• Collaborate with internal teams to expand relationships across treasury, lending, private wealth, asset management, and investment banking.
• Lead client pitches, presentations and negotiations to secure new business.
• Ensure compliance with regulatory requirements and internal policies.
• Mentor Analysts and Associates to support team success.
• Travel for client meetings, conferences and presentations.

Skills

Relationship management

Leadership

Communication

Credit analysis

Multitasking

Education

Bachelor's degree in finance/accounting/business

Tools

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, 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.

The Relationship Manager or Senior Relationship Manager is a key leader within Texas Capital’s Corporate Banking team, responsible for managing and growing a portfolio of high-value corporate and upper middle-market clients within the Insurance industry. The role delivers customized financial solutions, builds deep client relationships, and mentors junior team members to support the group’s overall success. This position will report directly to the Head of Insurance Corporate Banking.

Key Responsibilities

• Client Relationship Management: Manage a portfolio of corporate and upper middle-market clients, serving as the primary contact for C-suite executives and decision-makers.
• Tailored Solutions: Develop customized financial solutions based on client needs, leveraging industry knowledge and market insights.
• Business Development: Drive growth by leveraging a strong industry network and proactive calling efforts to identify new prospect opportunities and deepen relationships within the existing client base.
• Product Collaboration: Partner with internal teams to identify additional customer needs and relationship expansion opportunities across treasury management, lending, private wealth, institutional asset management, and investment banking services.
• Risk and Credit Oversight: Work closely with junior bankers and credit teams to structure, underwrite, and monitor deals, ensuring strong credit quality and compliance.
• Industry Expertise: Serve as an industry subject matter expert by staying abreast of industry trends and market conditions that could impact assigned relationships and borrowers
• Mentorship: Mentor Analysts and Associates, providing guidance on technical skills, client management, and professional growth.
• Client Engagement: Conduct regular reviews and maintain high levels of client engagement to deliver exceptional experiences.
• Deal Execution: Lead client pitches, presentations, and negotiations to secure new business and expand relationships.
• Compliance: Ensure adherence to all regulatory requirements, risk frameworks, and internal policies.
• Team Leadership: Foster a collaborative, high-performing culture within the Corporate Banking team, contributing to the group’s overall success.
• Travel: Willingness and ability to travel for client meetings, conferences and presentations, and other networking events.
• Projects: Perform special projects and additional duties as assigned.
  
  

Qualifications

• Experience: 10+ years in corporate/commercial banking or a similar role with a proven track record of relationship management and profitable portfolio growth.
• Leadership: Direct experience mentoring junior team members and fostering a high-performing, inclusive environment.
• Communication: Strong verbal and written communication skills with the ability to clearly articulate and defend positions to internal and external constituencies.
• Self-Starter: Highly motivated individual contributor with the ability to function effectively under pressure in a fast-paced, complex environment, while meeting internal and external timelines.
• Critical Thinking: Detail-oriented with the ability to multitask and problem-solve through bespoke creative ideas.
• Skills: Strong expertise in corporate finance, accounting, credit analysis, and strategic advisory.
• Training: Formal Credit Training (Commercial Credit Certification or equivalent from another bank) or commensurate experience in credit analysis and portfolio management
• Licensing: FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
• Technology: Proficient in Microsoft Office applications including Word, Excel, Outlook, and PowerPoint
  
  

Education

• Bachelor’s degree in finance, accounting, business, or a related field. Graduate degree preferred.
  
  

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.