Brief Overview: The Business Development Officer I (BDO) is accountable to work across the firm to identify opportunities that deliver the entire suite of Texas Capital products and services to prospective clients that meet their financial needs. This role focuses on generating sales opportunities for the inset market banking teams by routinely making agenda-based calls for prospects, partnering with firm leaders to develop the sales strategy, and help lead marketing efforts for these markets. The BDO assists with sales processes including prospect prioritizing, initial contact and pursuit strategy, identification of fit and opportunity, due diligence and proposal development, and overall management of new customer acquisition for the prospects in his/her portfolio.
BDO team members support our focus on building strong relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our business development efforts. They are accountable for making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Responsibilities:- Ensure appropriate prospect coverage through disciplined calling efforts, understanding the prospect's strategic and financial objectives, and working across all TCB product partners to identify appropriate opportunities to develop the bank's relationship with the prospect and sell the whole bank.
- Develop and maintain a robust prospect acquisition pipeline.
- Effectively transfer opportunities developed to Relationship Managers (RM)
- Embrace the TCB Sales Excellence process to ensure appropriate prospect coverage and align with TCB product partners on delivering banking solutions to accelerate new client acquisition.
- Possess a natural disposition to be focused on achieving production goals and calling metrics.
- Keep abreast of the latest financial and banking product knowledge, financial markets, and relevant regulations.
- Stay current on business trends to enhance relevancy with prospects covered.
- Surface issues and provide feedback to appropriate corporate functional leaders for visibility and resolution.
Qualifications:- Bachelor's degree in business, finance, or related field/experience
- Minimum of three years commercial banking experience preferred with focus on middle market and corporate clients or other relevant business development/sales experience.
- Ability to perform in an exciting and transformative environment.
- Must have excellent interpersonal and communications skills, both verbal and written, with ability to communicate with all levels of employees, management, internal partners, and clients.
- Strong organizational skills; ability to identify and solve problems/issues; ability to manage multiple priorities/workstreams.
- Proficient in Salesforce and MS Office products (Teams, Word, Excel, PowerPoint)
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.
