Key Responsibilities:

• Reports directly to Head of Insurance within FIG Corporate Banking
• Engage in a direct calling effort and deal flow management within the broad insurance industry including carriers, brokers, MGA’s and other related businesses. Coverage efforts focused on Texas but with a national mandate.
• Establish a calling plan, prequalify leads, deliver a comprehensive solution, , and maintain a consist dialogue with clients and prospects.
• Engage with customers and product partners to identify opportunities to deepen the relationship by partnering with TCB Treasury, Investment Banking, Capital Markets, Private Wealth, Capital Solutions, and other areas.
• Monitor transactions in the pipeline and provide timely reporting to management of status and any anticipated changes to expected timing
• Identify additional customer needs and effectively communicate solutions to them
• Educate customers, bankers and others on products, process, documentation requirements
• Field customer inquiries in a timely manner
• Assist team leader 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 10 years of commercial/middle market/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 Middle Market/Corporate clients. Additional experience with Insurance companies 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

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.