Middle Market Team Lead

Texas Capital Bank•Dallas, TX

About The Position

The Middle Market Team Lead will have experience within the Commercial Banking line of business and enable the company’s financial results by driving new relationships, new loan fundings, new deposits, PxV, and Commercial Card spend for companies with revenue between $25 million and $300 million. This role will report directly to the Market leader and be accountable to lead and manage a team of Relationship Managers, Associates, and Analysts 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 commercial banking experience preferred, including prior experience in credit analysis and/or portfolio management with a focus on middle market and corporate clients.
Demonstrated success leading and managing a team in a sales environment with goaled production metrics preferred.
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 critical for success.
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.

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.