Sr. Business Development Officer

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: The Sr Business Development Officer (BDO) is accountable to work across the firm to identify opportunities that deliver the entire suite of Texas Capital products and services to prospective clients that meet their financial needs. This role focuses on generating sales opportunities for the line of business or market teams by routinely making agenda-based calls for prospects, partnering with firm leaders to develop the sales strategy, and execute marketing efforts. The BDO assists with sales processes including prospect prioritizing and tiering, initial contact and pursuit strategy, identification of fit and opportunity, due diligence and proposal development, and overall management of portfolio prospect acquisition.

Requirements

Bachelor’s degree in business, finance, or related field/experience
Minimum of 8-10 years commercial banking experience preferred with focus on middle market and corporate clients or other relevant business development/sales experience.
Ability to perform and execute across transformation environment.
Must have excellent interpersonal and communications skills, both verbal and written, with ability to communicate with all levels of employees, management, internal partners, and clients.
Strong organizational skills; ability to manage multiple priorities/workstreams.
Excellent communication skills and experience negotiating proposals and deal closings.
Sound knowledge of credit fundamentals and worthiness for initial prospect proposals.
Proficient in Salesforce and MS Office products (Teams, Word, Excel, PowerPoint)

Responsibilities

Ensure appropriate prospect coverage through disciplined calling efforts, understanding the prospect’s strategic and financial objectives, and working across all TCB product partners to identify appropriate opportunities to develop the bank’s relationship with the prospect and sell the whole bank.
Conduct market research to identify potential prospects and create strategies to both reach and convert them into clients
Develop and maintain robust prospect acquisition pipeline.
Effectively transfer opportunities developed to Relationship Managers (RM) and key internal firm partners.
Embrace the Texas Capital sales methodology process to ensure prospect coverage alignment with product partners on delivering banking solutions to accelerate new client acquisition.
Possess natural disposition focused on achieving production goals and calling metrics.
Keep abreast of the latest financial and banking product knowledge, financial markets, and relevant regulations.
Stay current on business trends to enhance relevancy with prospects covered.
Leverage understanding of firm products and services to effectively market and position company offerings in conjunction with client needs
Surface issues and provide feedback to appropriate corporate functional leaders for visibility and resolution.