ED, Relationship Manager--FIG--Insurance Coverage

Texas Capital Bank

  • Dallas, TX
  • Permanent
  • Full-time
  • 2 months ago
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 .The VP/Executive Director 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 Non-Bank Financial Institutions (NBFIs). The NBFIs consists of public and private large corporate financial institutions. This position has direct interaction with other integral units within the bank including Treasury Management, Investment Banking, Risk Management, and others. The ideal candidate should expect significant interaction with clients and prospects as well as senior professional across the bank.Responsibilities
  • 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
Qualifications
  • Bachelor’s degree in finance, accounting, or related field/experience required.
  • Minimum 5-10 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 and related companies. Additional experience with Broker Dealers preferred.
  • Formal Credit Training (Commercial Credit Certification, or from another bank) or commensurate underwriting experience preferred.
  • 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
The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Texas Capital Bank