Associate III- Technology, Media, Telecom Banking

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 https://www.texascapitalbank.com.

Responsibilities

• Prequalify leads and determine next steps, provide feedback on possible terms and pricing when applicable
• Engage with customers, vendors and others as needed to obtain items needed for documentation.
• Provide out of office coverage for Relationship Managers
• 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 to the Relationship Manager
• Educate customers, bankers and others on products, process, documentation requirements
• Field customer inquiries
• Assist RMs in preparation for opportunity planning sessions (OPS)
• Create and direct the preparation of pricing and return analysis
• Identify cross-sell opportunities

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.

Qualifications

• Exceptional credit skills with formal training from a bank, credit fund, or nationally recognized credit training program
• Familiarity with credit products for asset managers, insurance companies, and NBFIs.
• Knowledge of documentation requirements for each product
• Ability to identify risk factors and potential mitigates
• Ability to monitor and engage on multiple transactions at one time
• Ability to work collaboratively with internal partners -credit, documentation, sales, compliance
• Ability to communicate effectively at all levels – customers, bankers, sales, credit, documentation, management.
• 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
• Exceptional writing, 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
• 4-6 years of Experience

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.

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