Associate Relationship Manager - Public Finance

US-TX-Dallas-Corporate Headquarters
ID
2017-3205
2000 McKinney Ave
Category
Commercial & Corporate Banking

Overview

At Texas Capital Bank, we are driven by a single-minded and unwavering mission: to serve business and the individuals who run them. We use a consultative approach and innovative technologies to develop new ideas that give the bank and our clients a competitive advantage. We partner with our customers to push the boundaries of what’s possible—together.

Headquartered in Dallas, Texas Capital Bank has offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, and we serve clients in a variety of industries from coast-to-coast.

We are on the Forbes Best Banks in America list, and were named a top place to work by The Dallas Morning News, Houston Chronicle and San Antonio Express-News. For further information, please visit us at www.texascapitalbank.com.

Responsibilities

  • Assist Relationship Managers with all facets of their business including the following:
  • Structuring and pricing deals in cooperation with local underwriting and credit approval
  • Perform credit underwriting functions and prepare credit underwriting material for use by credit officers
  • Working with attorneys and other advisors
  • Negotiating, closing and funding transactions
  • Managing the portfolio on an on-going basis including renewals and exceptions
    • Attend client and credit meetings
    • Work with the Relationship Associates and the appropriate Operations Teams to understand the account opening and closing/funding processes
    • Begin to build a network of referral sources and potential clients
    • Provide exceptional customer service to clients
    • Represent Texas Capital Bank in the community
    • Follow trends in industry and stays current with changes in lending practices

Qualifications

  • Bachelor’s degree in finance, accounting or business
  • Minimum 2 years experience as an underwriter focused on municipal and tax-exempt clients with transactions
  • Aptitude and interest in prospect development and building relationships with client sources
  • Effective communication, negotiation and presentation skills
  • Strong quantitative abilities
  • Ability to build positive working relationships across the organization
  • Proficiency in the use of software tools for reports, audits, analysis and presentations

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