Sr RM Middle Market

Texas Capital Bancshares
San Antonio
Workplace: OnsiteFull timeFunction: SalesExperience: 10+ yearsEducation: bachelorsSkills: ["Business development","Networking","Client-focused execution","Risk management","Communication"]

Drive new commercial banking relationships for middle-market clients, generating loan fundings, deposits, and commercial card spend for companies with $25M–$300M in revenue. Manage a client portfolio and sales production goals by building a strategic prospect pipeline, providing disciplined client coverage, partnering with internal teams to oversee deals from inception to close, and managing credit, operational, reputational, and regulatory risk. Self-manage pipeline performance using reports and systems.

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FursaFursa
Texas Capital Bancshares
Texas Capital Bancshares
5 months ago

Sr RM Middle Market

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Drive new commercial banking relationships for middle-market clients, generating loan fundings, deposits, and commercial card spend for companies with $25M–$300M in revenue. Manage a client portfolio and sales production goals by building a strategic prospect pipeline, providing disciplined client coverage, partnering with internal teams to oversee deals from inception to close, and managing credit, operational, reputational, and regulatory risk. Self-manage pipeline performance using reports and systems.
Location: San Antonio
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Actively build a strategic client acquisition pipeline to deepen and expand your portfolio and grow market presence.
  • •Provide disciplined client coverage by understanding clients’ strategic and financial objectives and executing optimal solutions with best-in-class experiences.
  • •Partner across the firm to identify client opportunities and oversee/manage deals from inception to close.
  • •Stay current on banking products, financial markets, regulations, and business trends relevant to the client base and market.
  • •Manage risk/return by identifying and mitigating regulatory, reputational, operational, and credit risks while driving quality for new and existing clients.

Pay and Benefits

Perks:Health InsuranceWellness StipendFertility BenefitsLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysRetirement Savings

Key Requirements

  • •Bachelor’s degree in Business Administration/finance, accounting, or a related field (preferred).
  • •Minimum 10 years of commercial banking experience, including credit analysis and/or portfolio management for middle market and corporate clients.
  • •Advanced knowledge of banking products and services, industry trends, and financial acumen to assess prospect/client needs.
  • •Formal Credit Training (Commercial Credit Certification or equivalent) or commensurate underwriting experience.
  • •Self-starter with the ability to exceed calling metrics and production goals.
Experience:10+ yearsCommercial bankingMiddle marketCorporate clients
Education:Bachelor's in Business Administration / finance, accounting, or related field
Skills:Business developmentNetworkingClient-focused executionRisk managementCommunication
Certifications:Commercial Credit Certification
Tech Stack:SalesforceMicrosoft OfficeOutlookExcelWordPowerPoint

Company Brief

Texas Capital Bancshares
Texas Capital Bancshares is the publicly traded parent company of Texas Capital Bank, a full-service financial institution offering commercial banking, treasury management, wealth management, and capital markets services to businesses and individuals in Texas and beyond.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Dallas, United States
Founded: 1998
WebsiteLinkedIn