Sr RM Insurance Corporate Banking

Texas Capital Bancshares
Dallas, New York
Workplace: RemoteFull timeFunction: Insurance & ActuarialExperience: 10+ yearsEducation: bachelorsSkills: ["Communication","Leadership","Self-starter","Critical thinking","Multitasking"]

Manage and grow a portfolio of high-value corporate and upper middle-market insurance clients within Corporate Banking. Serve as the primary C-suite relationship lead, develop tailored lending and treasury-related solutions, and drive new business through proactive calling and networking. Partner across treasury management, lending, private wealth, institutional asset management, and investment banking to expand relationships, while underwriting, monitoring, and ensuring strong credit quality and compliance. Mentor junior bankers and lead deal execution including pitches and negotiations.

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Texas Capital Bancshares
Texas Capital Bancshares
1 month ago

Sr RM Insurance Corporate Banking

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Last checked: 33 minutes agoStatus: Live

Job Summary

Manage and grow a portfolio of high-value corporate and upper middle-market insurance clients within Corporate Banking. Serve as the primary C-suite relationship lead, develop tailored lending and treasury-related solutions, and drive new business through proactive calling and networking. Partner across treasury management, lending, private wealth, institutional asset management, and investment banking to expand relationships, while underwriting, monitoring, and ensuring strong credit quality and compliance. Mentor junior bankers and lead deal execution including pitches and negotiations.
Location: Dallas, New York
Workplace: Remote
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Mid level

Key Responsibilities

  • •Manage and grow a portfolio of corporate and upper middle-market insurance clients as the primary contact for C-suite executives and decision-makers.
  • •Develop customized financial solutions based on client needs using industry knowledge and market insights.
  • •Drive business development by leveraging an industry network and proactive calling to identify new prospects and deepen relationships.
  • •Partner with internal teams to identify and expand opportunities across treasury management, lending, private wealth, institutional asset management, and investment banking services.
  • •Structure, underwrite, and monitor deals with junior bankers and credit teams to ensure strong credit quality, compliance, and regulatory adherence.

Pay and Benefits

Perks:Health InsuranceLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

  • •10+ years in corporate/commercial banking with proven relationship management and profitable portfolio growth.
  • •Direct experience mentoring junior team members and fostering a high-performing, inclusive environment.
  • •Strong verbal and written communication skills to articulate and defend positions to internal and external stakeholders.
  • •Strong expertise in corporate finance, accounting, credit analysis, and strategic advisory.
  • •FINRA Series 79 and 63 and Securities Industry Essentials licenses required or must be obtained within 180 days of hire.
Experience:10+ yearsCorporate bankingCommercial bankingInsurance industry
Education:Bachelor's in finance, accounting, business, or related field
Skills:CommunicationLeadershipSelf-starterCritical thinkingMultitasking
Licenses:FINRA Series 79FINRA Series 63Securities Industry Essentials
Tech Stack:Microsoft OfficeWordExcelOutlookPowerPoint

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