Sr Relationship Manager Middle Market at Texas Capital | Austin, TX, US | Rezi

Sr Relationship Manager Middle Market at Texas Capital

Sr Relationship Manager Middle Market

Texas Capital · Austin, TX, US

1 weeks ago

Sr Relationship Manager Middle Market

Texas Capital · Austin, TX, US

9 days ago
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About the Role

The Senior Relationship Manager will enable the company’s financial results by driving new relationships, loan fundings, deposits, PxV, and Commercial Card spend for companies with revenue between $25 million and $300 million. This role carries a portfolio of clients and sales production goals, and is accountable to deliver comprehensive financial solutions and best-in-class experiences to clients and prospects across a broad array of industries.

Responsibilities

  • Actively build a strategic client acquisition pipeline to deepen and expand your portfolio and the Bank’s presence in the market.
  • Cultivate a robust prospect list and drive increased market share/revenue through strong business development and networking.
  • Ensure appropriate client coverage through disciplined calling efforts and understanding of client strategic and financial objectives.
  • Identify and execute optimal client solutions, ensuring best-in-class client experiences.
  • Deliver the whole bank through effective partner engagement to identify client opportunities and manage deals from inception to close.
  • Actively pursue the latest information and build knowledge base related to financial/banking products, financial markets, relevant regulations, and business trends.
  • Manage risk/return and drive quality for new and/or existing clients.
  • Actively identify and mitigate different types of risk, such as regulatory, reputational, operational, and credit risks.
  • Utilize reports, data, and systems to actively self-manage pipeline and sales production.

Requirements

  • Minimum 10 years of commercial banking experience preferred.
  • Prior experience in credit analysis and/or portfolio management with a focus on middle market and corporate clients.
  • Advanced knowledge of banking suite of products and services, industry trends, and financial acumen to assess and deliver on prospect/client needs.
  • Formal Credit Training (Commercial Credit Certification, or from another bank) or commensurate underwriting experience is critical for success.
  • Self-starter and persistent, with a disposition to exceed calling metrics and production goals.
  • Effective team player with the ability to work across business partner groups in a fast-paced, highly collaborative environment.
  • Operates with a sense of urgency balanced with adherence to the firm’s risk appetite.
  • Exceptional writing, interpersonal, and communication skills, both verbal and written.
  • Strong organizational and time management skills with the ability to manage multiple priorities.
  • Ability to identify and solve problems/issues and timely escalation of known risks and issues.
  • High interest in, outreach to, and involvement in the communities where we live and work.

Skills

  • Salesforce
  • MS Office products including Outlook, Excel, Word, and PowerPoint

Location

  • Dallas
  • Austin
  • Fort Worth
  • Houston
  • Richardson
  • Plano
  • San Antonio

Work Type

  • Full-time

Experience Level

  • Senior
  • 10 years

Education Level

  • Bachelor’s degree in Business Administration/finance, accounting, or related field preferred.

Benefits

  • Health insurance coverage
  • Wellness program
  • Fertility and family building aids
  • Life and disability insurance
  • Retirement savings plans with a generous 401K match
  • Paid leave programs
  • Paid holidays
  • Paid time off (PTO)

About the Company

  • Texas Capital is built to help businesses and their leaders, bringing the best of big firms at a scale that works for clients, with highly experienced bankers.
  • Bankers are seasoned financial experts with deep experience across multiple industries, committed to understanding client needs, identifying market opportunities, and meeting long-term objectives.
  • Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio.
  • Named Best Regional Bank in 2024 by Bankrate.
  • Named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023.
  • Named to GoBankingRate’s 2023 list of Best Regional Banks.

Equal Opportunity

  • Texas Capital is an Equal Opportunity Employer.