Texas Capital Bank

Sr Corporate Energy RM

Texas Capital Bank$125K — $150K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years in corporate or commercial banking with a history of managing client relationships.
  • Proven leadership experience mentoring junior staff and promoting a high-performance culture.
  • Expertise in corporate finance, credit analysis, and strategic advisory is essential.
  • Possession of FINRA 6, 63, and 79 licenses required within a specified timeframe.
  • Bachelor's degree in finance, accounting, business, or a related field.

Responsibilities

  • Manage key corporate client relationships, acting as the primary contact for C-suite executives.
  • Develop tailored financial solutions using industry insights to meet client needs.
  • Identify and pursue growth opportunities within existing client portfolios.
  • Collaborate with internal teams to cross-sell services like treasury management and credit solutions.
  • Coordinate with credit teams to ensure strong deal structuring and compliance oversight.
  • Provide mentorship to junior Analysts and Associates in client management and technical skills.
  • Lead client presentations, negotiations, and pitches to secure new business.
  • Monitor regulatory compliance and internal policy adherence within all operations.
  • Cultivate a collaborative team environment to enhance overall departmental success.

Benefits

  • Comprehensive health and wellness benefits package.
  • 401(k) plan with company match to promote long-term savings.
  • Professional development opportunities, including training and mentorship.
  • Flexible work arrangements to support work-life balance.
Full Job Description
Responsibilities:

  • Client Relationship Management: Manage a portfolio of corporate 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 identifying new opportunities and deepening relationships within the existing client base.
  • Product Collaboration: Partner with internal teams to cross-sell products such as treasury management, credit, and investment banking services.
  • Risk and Credit Oversight: Work closely with credit teams to structure, underwrite, and monitor deals, ensuring strong credit quality and compliance.
  • Mentorship: Mentor Analysts and Associates, providing guidance on technical skills, client management, and professional growth.
  • Client Engagement: Conduct regular reviews and maintain high levels of client engagement to deliver exceptional experiences.
  • Deal Execution: Lead client pitches, negotiations, and presentations to secure new business and expand relationships.
  • Compliance: Ensure adherence to all regulatory requirements, risk frameworks, and internal policies.
  • Team Leadership: Foster a collaborative, high-performing culture within the Corporate Banking team, contributing to overall success.


Qualifications:

  • Experience: 10+ years in corporate or commercial banking with a proven track record of relationship management and portfolio growth.
  • Leadership: Experience mentoring junior team members and fostering a high-performing, inclusive environment.
  • Skills: Strong expertise in corporate finance, credit analysis, and strategic advisory.

Training:
  • FINRA 6, 63 and 79 required within xx days

Education:
  • Bachelor's degree in finance, accounting, business, or a related field.


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.

About Texas Capital Bank

Texas Capital Bank is a commercial bank that provides a range of financial services to businesses and individuals. The bank was founded in 1998 and is headquartered in Dallas, Texas. Texas Capital Bank has over 1,500 employees and operates branches in several states, including Texas, California, and New York. The bank offers a variety of services, including commercial lending, treasury management, and wealth management.
Learn more about Texas Capital Bank
Size
1,500 employees
Industry
Founded
1998

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