Texas Capital Bancshares

4 months ago

Sr RM Middle Market

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Source: Company careers pageValidated by: Fursa AI

Last checked: 2 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

Industry: Banking

Website

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Texas Capital Bancshares

4 months ago

Sr RM Middle Market

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

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

Industry: Banking

Website