Texas Capital Bancshares

1 month ago

RM Middle Market II

✓ 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

Drive commercial banking growth by building client acquisition pipelines and expanding a middle-market portfolio for new loan fundings, deposits, and Commercial Card spend. Provide disciplined client coverage, deliver comprehensive financial solutions, and oversee/manage deals from inception to close. Collaborate across the firm, stay current on banking products and market trends, manage credit and other risks, and use reports and systems to self-manage sales production goals.

Location: Dallas

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Build a strategic client acquisition pipeline to deepen and expand your portfolio and increase market share and revenue.
•Ensure appropriate client coverage through disciplined calling and understanding clients’ strategic and financial objectives to identify and execute optimal solutions.
•Partner across the firm and oversee/manage deals from inception to close, delivering the whole bank.
•Stay current on banking products, financial markets, regulations, and business trends to build knowledge and advise prospects and clients.
•Manage risk/return for new and existing clients and self-manage pipeline and sales production using reports and data.

Pay and Benefits

Perks:Health Insurance401kPaid LeaveLife InsuranceDisability Insurance

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 and financial acumen to assess and deliver on client/prospect needs.
•Formal credit training (Commercial Credit Certification or equivalent underwriting experience) is critical for success.
•Self-starter with persistence 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:Client relationship buildingNetworkingCommunicationOrganizational skillsProblem solving

Certifications:Commercial Credit Certification

Tech Stack:SalesforceMicrosoft OfficeOutlookExcelWordPowerPoint

Company Brief

Texas Capital Bancshares

Industry: Banking

Website

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Texas Capital Bancshares

1 month ago

RM Middle Market II

✓ 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: Dallas

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Build a strategic client acquisition pipeline to deepen and expand your portfolio and increase market share and revenue.
•Ensure appropriate client coverage through disciplined calling and understanding clients’ strategic and financial objectives to identify and execute optimal solutions.
•Partner across the firm and oversee/manage deals from inception to close, delivering the whole bank.
•Stay current on banking products, financial markets, regulations, and business trends to build knowledge and advise prospects and clients.
•Manage risk/return for new and existing clients and self-manage pipeline and sales production using reports and data.

Pay and Benefits

Perks:Health Insurance401kPaid LeaveLife InsuranceDisability Insurance

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 and financial acumen to assess and deliver on client/prospect needs.
•Formal credit training (Commercial Credit Certification or equivalent underwriting experience) is critical for success.
•Self-starter with persistence 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:Client relationship buildingNetworkingCommunicationOrganizational skillsProblem solving

Certifications:Commercial Credit Certification

Tech Stack:SalesforceMicrosoft OfficeOutlookExcelWordPowerPoint

Company Brief

Texas Capital Bancshares

Industry: Banking

Website