Homebuilder & Community Finance Team Lead

Texas Capital•Dallas, TX

About The Position

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. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including 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, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Brief Overview of Position The Relationship Manager Team Lead will have experience within the Homebuilder & Community Finance Banking line of business and enable the company’s financial results by driving more income to the bank by offering the full suite of Texas Capital’s product offerings with (1) its existing top tier mature clients and (2) new relationships. These financial results include new loan fundings, new deposits, PxV, Commercial Card spend, and Investment Banking products including bond offerings, swaps, syndication fees, and agency fees. This role will report directly to the Market Leader. 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.

Requirements

Bachelor’s degree in Business Administration/finance, accounting, or related field preferred.
Minimum 10 years of real estate or commercial banking experience preferred, including prior experience in credit analysis and/or portfolio management or business development and transaction experience with a focus on HBCF clients.
Advanced knowledge of banking suite of products and services, industry trends, as well as financial acumen to assess and deliver on prospect/client need.
Formal Credit Training (Commercial Credit Certification, or from another bank) or commensurate underwriting experience required.
Self-starter and persistent. Possesses a natural disposition to strive to exceed calling metrics and production goals.
Effective team player with 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 to communicate with clients, all levels of employees, management, internal partners, and clients.
Strong organizational and time management skills with 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.
Strong knowledge and application using Salesforce and MS Office products including Outlook, Excel, Word, and 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.Texas Capital is an Equal Opportunity Employer.

Responsibilities

Drive financial results by meeting or exceeding expectations across all goaled production metrics;
Preview and ensure high quality Balance Sheet Committee submissions.
Recruit, develop, manage, and retain a team of Relationship Managers, Associates, and Analysts to drive optimal individual and team performance and strive to be employer of choice.
Actively identify and prioritize top prospect and client relationships; Ensure team builds a strategic client acquisition pipeline to deepen and expand the team’s portfolio and the Bank’s presence in the market; self-source and actively call on prospects and clients in person.
Actively participate in pre-call planning and join Relationship Managers on client and prospect calls; Support and guide team as needed throughout deal lifecycle through closure, helping to negotiate deals and solve problems that may arise.
Screen deals, oversee credit reviews, and help to assess deal credit worthiness.
Establish, manage and/or attend critical business routines to drive discipline and accountability in executing against team goals. Includes pipeline meetings, Balance Sheet Committee, weekly Market Update meeting, team meetings, employee 1-1 meetings, product, and other partner routines.
Actively monitor various reports to effectively manage team’s activity; Ensure Salesforce is updated by team timely and with quality.
Work closely with Texas Capital product and functional partners (I.e., IB, Treasury, Credit, Sales Enablement, Operations, etc.) to sell the whole bank and deliver exceptional service to clients and prospects.
Manage risk/return and drives quality for new and/or existing clients. Actively identify and mitigate different types of risk such as regulatory, reputational, operational and credit risks.
Build/reinforce the brand through planning and/or attending events and community outreach.
Actively pursue the latest information and build knowledge base related to financial/banking products, financial markets, relevant regulations, as well as business trends, including businesses which are thriving in your market/or area of expertise.