Commercial Real Estate Team Lead - North Texas
Texas CapitalAbout the role
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.
Brief Overview of Position
The Relationship Manager Team Lead will have experience within the Commercial Real Estate Banking line of business and enable the company’s financial results by driving new relationships, new loan fundings, new deposits, PxV, and Commercial Card spend. This role will report directly to the Market Leader. This role carries a portfolio of clients and sales production goals and is accountable to deliver comprehensive financial solutions and best-in-class experiences to clients and prospects across a broad array of industries within the North Texas region.
Responsibilities
- Drive financial results by meeting or exceeding expectations across all goaled production metrics; Preview and ensure high quality Balance Sheet Committee submissions.
- Recruit, develop, manage, and retain a team of Relationship Managers, Associates, and Analysts to drive optimal individual and team performance and strive to be employer of choice.
- Actively identify and prioritize top prospect and client relationships; Ensure team builds a strategic client acquisition pipeline to deepen and expand the team’s portfolio and the Bank’s presence in the market; self-source and actively call on prospects and clients in person.
- Actively participate in pre-call planning and join Relationship Managers on client and prospect calls; Support and guide team as needed throughout deal lifecycle through closure, helping to negotiate deals and solve problems that may arise.
- Screen deals, oversee credit reviews, and help to assess deal credit worthiness.
- Establish, manage and/or attend critical business routines to drive discipline and accountability in executing against team goals. Includes pipeline meetings, Balance Sheet Committee, weekly Market Update meeting, team meetings, employee 1-1 meetings, product, and other partner routines.
- Actively monitor various reports to effectively manage team’s activity; Ensure Salesforce is updated by team timely and with quality.
- Work closely with Texas Capital product and functional partners (I.e., IB, Treasury, Credit, Sales Enablement, Operations, etc.) to sell the whole bank and deliver exceptional service to clients and prospects.
- Manage risk/return and drives quality for new and/or existing clients. Actively identify and mitigate different types of risk such as regulatory, reputational, operational and credit risks.
- Build/reinforce the brand through planning and/or attending events and community outreach.
- Actively pursue the latest information and build knowledge base related to financial/banking products, financial market
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