ED, Relationship Manager--FIG--Insurance Coverage
Texas Capital Bank
- Dallas, TX
- Permanent
- Full-time
- 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 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