RM Business Banking II

Texas Capital Bancshares
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 7+ yearsEducation: bachelorsSkills: ["Communication","Interpersonal skills","Organizational skills","Time management","Risk management"]

Build and expand a portfolio of business banking clients by creating a strategic acquisition pipeline and driving new loan fundings, deposits, Commercial Card spend, and SBA deals. Manage client coverage through disciplined calling and identification of client objectives, while partnering across the firm to oversee deals from inception to close. Assess risk/return, stay current on banking products and regulations, and use reports and systems to manage pipeline and sales production.

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Texas Capital Bancshares
Texas Capital Bancshares
1 month ago

RM Business Banking II

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

Job Summary

Build and expand a portfolio of business banking clients by creating a strategic acquisition pipeline and driving new loan fundings, deposits, Commercial Card spend, and SBA deals. Manage client coverage through disciplined calling and identification of client objectives, while partnering across the firm to oversee deals from inception to close. Assess risk/return, stay current on banking products and regulations, and use reports and systems to manage pipeline and sales production.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Actively build a strategic client acquisition pipeline to deepen/expand your portfolio and increase market share and revenue.
  • •Ensure appropriate client coverage through disciplined calling, understanding client strategic/financial objectives, and executing client solutions.
  • •Engage partners across the firm to identify opportunities and oversee/manage deals from inception to close.
  • •Pursue latest information and build knowledge of banking products, financial markets, regulations, and business trends in the market.
  • •Manage risk/return for new and existing clients and self-manage pipeline and sales production using reports, data, and systems.

Pay and Benefits

Perks:Health InsuranceWellness StipendLife InsuranceDisability Insurance401k MatchPaid LeavePaid Holidays

Key Requirements

  • •Bachelor’s degree in Business Administration/finance, accounting, or a related field preferred.
  • •Minimum 7 years of commercial banking experience preferred, focused on business banking clients.
  • •Strong knowledge of banking products and services, industry trends, and financial acumen to assess prospect/client needs.
  • •Formal credit training (Commercial Credit certification or from another bank) or commensurate underwriting experience preferred.
  • •Strong communication, interpersonal, and organizational/time management skills, with ability to manage multiple priorities.
Experience:7+ yearsCommercial bankingBusiness banking
Education:Bachelor's in Business Administration/finance, accounting
Skills:CommunicationInterpersonal skillsOrganizational skillsTime managementRisk management
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