Texas Capital Bank

Sr RM Insurance Corporate Banking

Texas Capital Bank • $120K — $150K *
Dallas, TX 75217In-Person
Finance & Insurance
8 - 10 years of experience
3 weeks ago
Job Overview by Ladders

Qualifications

  • 10+ years in corporate/commercial banking or similar role.
  • Experience mentoring junior team members in a high-performing environment.
  • Strong verbal and written communication skills for diverse audiences.
  • Highly motivated self-starter, effective under pressure.
  • Detail-oriented with strong multitasking and problem-solving abilities.
  • Expertise in corporate finance, credit analysis, and strategic advisory.
  • Formal Credit Training or equivalent experience required.
  • FINRA Series 79, 63, and Securities Industry Essentials licenses needed.

Responsibilities

  • Manage and grow a portfolio of high-value corporate clients in insurance.
  • Develop customized financial solutions based on client needs.
  • Drive business growth through proactive client engagement and networking.
  • Collaborate with internal teams to identify customer needs and expand relationships.
  • Oversee risk and credit aspects of transactions with junior bankers and credit teams.
  • Act as an industry expert by staying updated on market trends affecting clients.
  • Mentor junior team members, focusing on skill development and professional growth.
  • Conduct regular client engagement to ensure exceptional service and satisfaction.
  • Lead client pitches and negotiations to secure and expand business.
  • Ensure compliance with regulatory requirements and internal policies.
  • Foster a high-performing and collaborative culture within the team.
  • Willing to travel for client meetings and networking opportunities.

Benefits

  • Comprehensive benefits package including health and wellness programs.
  • Professional development opportunities including training and mentorship.
  • Possibility of flexible working arrangements to maintain work-life balance.
  • Dynamic work environment fostering teamwork and collaboration.
Full Job Description
The Relationship Manager or Senior Relationship Manager is a key leader within Texas Capital's Corporate Banking team, responsible for managing and growing a portfolio of high-value corporate and upper middle-market clients within the Insurance industry. The role delivers customized financial solutions, builds deep client relationships, and mentors junior team members to support the group's overall success. This position will report directly to the Head of Insurance Corporate Banking.

Key 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.
  • Risk and Credit Oversight: Work closely with junior bankers and credit teams to structure, underwrite, and monitor deals, ensuring strong credit quality and compliance.
  • Industry Expertise: Serve as an industry subject matter expert by staying abreast of industry trends and market conditions that could impact assigned relationships and borrowers
  • 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, presentations, and negotiations 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 the group's overall success.
  • Travel: Willingness and ability to travel for client meetings, conferences and presentations, and other networking events.
  • Projects: Perform special projects and additional duties as assigned.


Qualifications:
  • Experience: 10+ years in corporate/commercial banking or a similar role with a proven track record of relationship management and profitable portfolio growth.
  • Leadership: Direct experience mentoring junior team members and fostering a high-performing, inclusive environment.
  • 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
  • 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


Education:
  • 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. 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
Finance & Insurance
Founded
1998
* Ladders Estimates

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