Job Information
Texas Capital Bank Banking Associate- Diversified Industries in Houston-Four Oaks, 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.
Prequalify leads and determine next steps, provide feedback on possible terms and pricing when applicable
Engage with customers, vendors and others as needed to obtain items needed for documentation.
Provide out of office coverage for Relationship Managers
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 to the Relationship Manager
Educate customers, bankers and others on products, process, documentation requirements
Field customer inquiries
Assist RMs in preparation for opportunity planning sessions (OPS)
Create and direct the preparation of pricing and return analysis
Identify cross-sell opportunities
Exceptional credit skills with formal training from a bank, credit fund, or nationally recognized credit training program
Knowledge of documentation requirements for each product
Ability to identify risk factors and potential mitigates
Ability to monitor and engage on multiple transactions at one time
Ability to work collaboratively with internal partners -credit, documentation, sales, compliance
Ability to communicate effectively at all levels – customers, bankers, sales, credit, documentation, management.
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
Exceptional writing, interpersonal and communication skills
Extraordinary levels of motivation and initiative
Effective team players who want to work in a fast-paced, collaborative environment and build working relationships across the organization
Strong Microsoft Office skills including Outlook, Excel, and PowerPoint in order to produce reports, memos, and presentations
Req No.: 2022-9453
Street: 1330 Post Oak Blvd.
External Company URL: www.texascapital.com