Sr RM Insurance Corporate Banking

Texas Capital Bank; New York (NY); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility and family building aids

Life and disability insurance

401K match

Paid leave

Paid holidays

PTO

Job summary

Texas Capital Bank is seeking a seasoned Relationship Manager or Senior Relationship Manager for its Corporate Banking team. You will manage and grow a portfolio of high‑value corporate and upper‑middle‑market clients, delivering tailored financial solutions and leading client conversations end‑to‑end.

Reporting to the Head of Insurance Corporate Banking, you will mentor junior team members, lead deal execution, and collaborate across treasury, lending, private wealth and investment banking to

Qualifications

• 10+ years in corporate/commercial banking or similar role with proven relationship growth.
• Strong communication and leadership in a fast-paced environment.
• Formal credit training or commensurate experience in credit analysis and portfolio management.

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 outreach to identify new opportunities and deepen existing relationships.
• Product Collaboration: partner with internal teams across treasury, lending, private wealth, asset management, and investment banking to expand services.
• Risk and Credit Oversight: work with junior bankers and credit teams to underwrite, structure, and monitor deals with strong credit quality.
• Industry Expertise: stay abreast of industry trends and market conditions that could impact relationships.
• Mentorship: guide Analysts and Associates on technical skills and client management.
• Client Engagement: conduct regular reviews to deliver exceptional experiences.
• Deal Execution: lead client pitches, presentations, and negotiations to secure new business.
• Compliance: adhere to regulatory requirements and internal policies.
• Team Leadership: foster a high‑performing culture within Corporate Banking.
• Travel: able to travel for meetings, conferences, and events.
• Projects: perform special projects as assigned.

Skills

Relationship management

Credit analysis

Leadership

Communication

Financial analysis

Industry knowledge

Microsoft Office

FINRA licenses

Education

Bachelor's degree in finance or related field

Graduate degree preferred

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 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.

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).

Benefits

• 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.

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.