Middle Market Associate

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.

The Banker Associate role is integral to the success of each line of business they support, helping to drive the strategic vision set forth by Texas Capital Bank.

This mid-level position will support a variety of lines of businesses within the bank, including Commercial Banking, Energy, Finance & Accounting, Commercial Real Estate, Private Wealth, and Treasury Services.

Responsibilities:

To be successful in this role, candidates must be able to process large amounts of information and develop innovative solutions, all while maintaining a strong and efficient attention to detail. Key responsibilities include, but are not limited to:

• Deal qualifications

• Preparation Balance Sheet Committee memoranda

• Ownership of credit approval process (new customers, modifications, increases, COVID-19 actions)

• Pitchbook creation

• Ownership of term sheet preparation

• Partner with Portfolio Manager to verify Covenant management ownership

• Past-due management

• Document review & negotiation

• Ownership of post-approval modification process

• Document review and negotiation (engaging counsel as necessary)

• Client management, including ownership of day-to-day needs, contact meetings, and site visits

• Client management in SalesForce

• Third-party report engagement and review

• Field exam coordination

• Identify cross-sell opportunities

• Special projects as needed

Qualifications:

• Bachelor's degree in Finance, Accounting, Real Estate, Commercial Banking or equivalent/relevant program

• 3-5 year's experience in Corporate, Commercial, or Middle Market Banking

• Exceptional 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

• Interest in a long-term career in Banking

• Ability to live and work in, Dallas or Houston; with potential opportunity in San Antonio, Fort Worth, or Austin based upon the line of business

• Proven leadership skills and community involvement

• Passion for financial services and superior client experiences

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.