RM Middle Market

Texas Capital•San Antonio, TX

About The Position

The Senior Relationship Manager works within Commercial Banking and supports the company’s financial results by generating new relationships, loan fundings, deposits, PxV, and Commercial Card spend for companies with revenues between $25 million and $300 million. The role manages a portfolio of clients and sales production goals, delivering comprehensive financial solutions and high-quality experiences to clients and prospects across a broad range of industries. Depending on the market, the position reports directly to the Market or Team Leader.

Requirements

Minimum 10 years of commercial banking experience preferred, including prior credit analysis and/or portfolio management experience focused on middle-market and corporate clients.
Advanced knowledge of banking products and services, industry trends, and the financial acumen to assess and meet prospect and client needs.
Formal credit training, such as Commercial Credit Certification or training from another bank, or commensurate underwriting experience.
Self-starter with persistence and a natural drive to exceed calling metrics and production goals.
Ability to work effectively across business partner groups in a fast-paced, collaborative environment.
Ability to act with urgency while adhering to the firm’s risk appetite.
Exceptional writing, interpersonal, and verbal and written communication skills for communicating with clients, employees at all levels, management, and internal partners.
Strong organizational and time-management skills, including the ability to manage multiple priorities.
Ability to identify and solve problems and issues and promptly escalate known risks and issues.
Strong interest in, outreach to, and involvement in the communities where the employee lives and works.
Strong knowledge and application of Salesforce and Microsoft Office products, including Outlook, Excel, Word, and PowerPoint.

Nice To Haves

Bachelor’s degree in Business Administration, finance, accounting, or a related field preferred.

Responsibilities

Build a strategic client acquisition pipeline to deepen and expand the portfolio and the Bank’s presence in the market through business development and networking.
Provide appropriate client coverage through disciplined calling, understanding clients’ strategic and financial objectives, identifying and executing suitable solutions, and delivering high-quality client experiences.
Engage partners across the firm to identify client opportunities and oversee deals from inception through close.
Maintain current knowledge of banking products, financial markets, relevant regulations, and business trends, including thriving businesses in the market or area of expertise.
Manage risk and return, maintain quality for new and existing clients, and identify and mitigate regulatory, reputational, operational, and credit risks.
Use reports, data, and systems to manage pipeline and sales production.