Texas Capital Bancshares

2 months ago

RM Business Banking 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

Build and expand a portfolio of business banking clients by driving new relationships, loan fundings, deposits, commercial card spend, and SBA deals for companies with $5M–$25M in revenue. Manage client coverage through disciplined outreach and tailored solutions, oversee deals from inception to close, and deliver comprehensive financial options while managing risk and sales performance using reports, data, and systems.

Location: San Antonio

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Build a strategic client acquisition pipeline to deepen and expand your portfolio and increase market share and revenue.
•Provide appropriate client coverage through disciplined calling, understanding client strategic and financial objectives, and executing optimal client solutions.
•Partner across the firm to identify opportunities and oversee/manage deals from inception to close.
•Stay current on financial/banking products, financial markets, regulations, and business trends in your area of expertise.
•Manage risk/return and sales performance using reports, data, and systems to self-manage pipeline and production.

Pay and Benefits

Perks:Health InsuranceWellness StipendFertilityLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

•Bachelor’s degree in Business Administration, finance, accounting, or related field preferred.
•Minimum 7 years of commercial banking experience focused on business banking clients.
•Strong knowledge of banking products and services, industry trends, and financial acumen.
•Formal Credit Training (Commercial Credit certification or equivalent) or commensurate underwriting experience preferred.
•Ability to exceed calling metrics and production goals as a self-starter.

Experience:7+ yearsCommercial bankingBusiness banking

Education:Bachelor's in Business Administration, finance, accounting, or related field

Skills:Business developmentNetworkingCommunicationOrganizational and time managementProblem-solving

Certifications:Commercial Credit certification

Tech Stack:SalesforceOutlookExcelWordPowerPointMS Office

Company Brief

Texas Capital Bancshares

Industry: Banking

Website

Loading job details...

Preparing the role view and application actions.

Texas Capital Bancshares

2 months ago

RM Business Banking 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: San Antonio

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Build a strategic client acquisition pipeline to deepen and expand your portfolio and increase market share and revenue.
•Provide appropriate client coverage through disciplined calling, understanding client strategic and financial objectives, and executing optimal client solutions.
•Partner across the firm to identify opportunities and oversee/manage deals from inception to close.
•Stay current on financial/banking products, financial markets, regulations, and business trends in your area of expertise.
•Manage risk/return and sales performance using reports, data, and systems to self-manage pipeline and production.

Pay and Benefits

Perks:Health InsuranceWellness StipendFertilityLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

•Bachelor’s degree in Business Administration, finance, accounting, or related field preferred.
•Minimum 7 years of commercial banking experience focused on business banking clients.
•Strong knowledge of banking products and services, industry trends, and financial acumen.
•Formal Credit Training (Commercial Credit certification or equivalent) or commensurate underwriting experience preferred.
•Ability to exceed calling metrics and production goals as a self-starter.

Experience:7+ yearsCommercial bankingBusiness banking

Education:Bachelor's in Business Administration, finance, accounting, or related field

Skills:Business developmentNetworkingCommunicationOrganizational and time managementProblem-solving

Certifications:Commercial Credit certification

Tech Stack:SalesforceOutlookExcelWordPowerPointMS Office

Company Brief

Texas Capital Bancshares

Industry: Banking

Website