Sr Relationship Manager Middle Market

Texas Capital Bancshares
Austin
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Communication","Organizational skills","Time management","Risk management","Networking"]

Build and deepen a Middle Market portfolio by driving client acquisition and expanding relationships through loans, deposits, and commercial card spend. Own client coverage, identify strategic and financial objectives, and deliver best-in-class experiences from deal inception to close. Partner across the firm to uncover opportunities, continuously build product and regulatory knowledge, and manage risk/return while meeting sales production goals using reports and systems.

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Texas Capital Bancshares
Texas Capital Bancshares
2 days ago

Sr Relationship Manager Middle Market

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Build and deepen a Middle Market portfolio by driving client acquisition and expanding relationships through loans, deposits, and commercial card spend. Own client coverage, identify strategic and financial objectives, and deliver best-in-class experiences from deal inception to close. Partner across the firm to uncover opportunities, continuously build product and regulatory knowledge, and manage risk/return while meeting sales production goals using reports and systems.
Location: Austin
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Drive financial results by building a strategic client acquisition pipeline to deepen and expand the portfolio and market presence.
  • •Ensure effective client coverage through disciplined calling, understanding client objectives, and executing optimal solutions.
  • •Deliver whole-bank outcomes by partnering across the firm and managing deals from inception to close.
  • •Stay current on banking products, financial markets, regulations, and business trends relevant to the market.
  • •Manage risk/return and drive quality for new and existing clients, using reports and systems to self-manage pipeline and sales production.

Pay and Benefits

Perks:Health InsuranceWellness StipendFertilityLife 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 focused on middle market and corporate clients.
  • •Advanced knowledge of banking products and services, industry trends, and financial acumen to assess and deliver on client/prospect needs.
  • •Formal Credit Training (Commercial Credit Certification or comparable underwriting experience) is critical for success.
  • •Strong communication, organizational/time management, risk identification/escalation, and ability to meet calling and production goals.
Experience:Commercial bankingMiddle marketCorporate clients
Education:Bachelor's in Business Administration / finance / accounting
Skills:CommunicationOrganizational skillsTime managementRisk managementNetworking
Certifications:Commercial Credit Certification
Tech Stack:SalesforceOutlookExcelWordPowerPoint

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