Texas Capital Bank Sr Relationship Manager--Insurance Vertical in Dallas-Corporate Headquarters, Texas
Texas Capital Bank is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense 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 Bank, we do more than build business success. We build long lasting relationships.
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital Bank was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies. For more information about joining our team, please visit us at www.texascapitalbank.com.
Texas Capital Bank has transformed its Corporate Banking segment to deliver a premier client experience, focusing on providing a broad range of banking solutions to establish deep and lasting relationships with select companies in our target markets. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense for our clients, with highly experienced bankers who truly invest in people’s success – today and tomorrow. We have significantly increased our focus within the Financial Institutions sector with the launch of Texas Capital Bank’s Financial Institutions Group to further solidify our standing as the flagship financial institution in Texas.
The Vice President role is integral to the success of the Financial Institutions Group line of business it supports, helping to drive the strategic vision set forth by Texas Capital Bank.
This position will support all the Head of Insurance and NBFIs. The Non-Bank FIs consists of public and private broker dealers and other large corporate financial institutions. This position has direct interaction with other integral units within the bank including Treasury Services, Investment Banking, Credit, and others. The FIG Vice President should expect significant interaction with clients and prospects as well as senior professional across the bank.
Report directly to Head of Insurance within FIG Corporate Banking
Engage in a direct calling effort and deal flow management focused primarily on the state of Texas within the broad insurance industry
Prequalify leads and determine next steps, provide feedback on possible terms and pricing when applicable
Engage with customers and product partners to identify opportunities to deepen the relationship by partnering with TCB treasury, Investment Bank, Private Wealth, and other areas.
Shepard transactions through the documentation/closing process
Monitor transactions in the pipeline and provide timely reporting to sales and management of status and any anticipated changes to expected timing
Identify additional customer needs and effectively communicate them
Educate customers, bankers and others on products, process, documentation requirements
Field customer inquiries
Assist vertical head in preparation for opportunity planning sessions (OPS)
Direct and review the preparation of pricing and return analysis
Bachelor’s degree in finance, accounting, or related field/experience required.
Minimum 10 years of commercial/corporate banking experience required, including prior experience in credit analysis and/or portfolio management
Minimum 5 years’ experience in providing credit and treasury solutions to Insurance companies. Additional experience with Broker Dealers preferred.
Formal Credit Training (Commercial Credit Certification, or from another bank) or commensurate underwriting experience required.
Certified Treasury Professional designation is a strong plus
FINRA Series 79 and 63 licenses required, or will need to be secured within 120 days of employment
Ability to work at a self-direct pace including managing client meetings
Knowledge of documentation requirements for each product
Ability to monitor and engage on multiple transactions at one time
Ability to work and communicate collaboratively with at all levels customers, bankers, and internal partners -credit, documentation, sales, compliance
Ability to prioritize and organize to meet multiple conflicting deadlines
Ability to identify trends and implement process changes to improve both internal and external customer experience
Must be proficient with organizational skills, ability to identify and solve problems/issues, and be able to management multiple workstreams
Very strong motivation and initiative
Effective team player who wants to work in a fast-paced, collaborative environment and build working relationships across the organization
Strong Microsoft Office skills including Outlook, Excel, and PowerPoint
Req No.: 2022-9454
Street: 2000 McKinney Ave
External Company URL: www.texascapital.com