Texas Capital

Texas Capital

Sr RM Insurance Corporate Banking

Dallas, TX · Senior

Sponsorship not specifiedDetected 21 days ago
Business DevelopmentAccountingExcelLeadershipCommunicationCollaborationCritical ThinkingMentoringPublic SpeakingMicrosoft Office

About the role

  • Texas Capital is built to help businesses and their leaders.
  • Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.
  • Our bankers are seasoned financial experts who possess deep experience across a multitude of industries.

Responsibilities

  • Client Relationship Management: Manage a portfolio of corporate and upper middle-market clients, serving as the primary contact for C-suite executives and decision-makers.
  • Tailored Solutions: Develop customized financial solutions based on client needs, leveraging industry knowledge and market insights.
  • Business Development: Drive growth by leveraging a strong industry network and proactive calling efforts to identify new prospect opportunities and deepen relationships within the existing client base.
  • Product Collaboration: Partner with internal teams to identify additional customer needs and relationship expansion opportunities across treasury management, lending, private wealth, institutional asset management, and investment banking services.
  • Client Engagement: Conduct regular reviews and maintain high levels of client engagement to deliver exceptional experiences.
  • Deal Execution: Lead client pitches, presentations, and negotiations to secure new business and expand relationships.
  • Projects: Perform special projects and additional duties as assigned.
  • Manage a portfolio of corporate and upper middle-market clients, serving as the primary contact for C-suite executives and decision-makers.
  • Develop customized financial solutions based on client needs, leveraging industry knowledge and market insights.
  • Drive growth by leveraging a strong industry network and proactive calling efforts to identify new prospect opportunities and deepen relationships within the existing client base.

Requirements

  • Communication: Strong verbal and written communication skills with the ability to clearly articulate and defend positions to internal and external constituencies.
  • Self-Starter: Highly motivated individual contributor with the ability to function effectively under pressure in a fast-paced, complex environment, while meeting internal and external timelines.
  • Critical Thinking: Detail-oriented with the ability to multitask and problem-solve through bespoke creative ideas.
  • Skills: Strong expertise in corporate finance, accounting, credit analysis, and strategic advisory.
  • Training: Formal Credit Training (Commercial Credit Certification or equivalent from another bank) or commensurate experience in credit analysis and portfolio management
  • Willingness and ability to travel for client meetings, conferences and presentations, and other networking events.
  • Strong verbal and written communication skills with the ability to clearly articulate and defend positions to internal and external constituencies.
  • Highly motivated individual contributor with the ability to function effectively under pressure in a fast-paced, complex environment, while meeting internal and external timelines.
  • Detail-oriented with the ability to multitask and problem-solve through bespoke creative ideas.
  • Leadership: Direct experience mentoring junior team members and fostering a high-performing, inclusive environment.
  • Education:
  • The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Nice to have

  • Bachelor's degree in finance, accounting, business, or a related field.
  • Graduate degree preferred.

Skills

  • Strong expertise in corporate finance, accounting, credit analysis, and strategic advisory.
  • Licensing: FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
  • Technology: Proficient in Microsoft Office applications including Word, Excel, Outlook, and PowerPoint
  • Bachelor's degree in finance, accounting, business, or a related field. Graduate degree preferred.
  • The duties listed above are the essential functions, or fundamental duties within the job classification.
  • The essential functions of individual positions within the classification may differ.
  • Mentor Analysts and Associates, providing guidance on technical skills, client management, and professional growth.
  • Ensure adherence to all regulatory requirements, risk frameworks, and internal policies.

Company info

  • While we are rooted in core financial products, we are differentiated by our approach.

Equal opportunity

  • Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.
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This listing is sourced directly from Texas Capital's careers page and normalized into a canonical job model.