Relationship Associate (Lending Assistant)

US-TX-Houston-Riverway
ID
2017-3218
One Riverway
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 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 andSan Antonio Express-News.

Responsibilities

  • Provide corporate banking clients with outstanding service including opening accounts, transferring funds, processing wires, and answering questions with regards to loans and deposit accounts
  • Assist Relationship Managers with loan closings and the subsequent monitoring, which includes managing exceptions
  • Support Relationship Managers by answering calls, maintaining daily calendars, scheduling appointments, preparing travel arrangements/expense reports, copying, filing, and updating reports
  • Assist with special projects as necessary

Qualifications

  • Must have at least 4 years’ experience in a commercial bank working with corporate bankers
  • Prior experience with AFS, CBS, Fields Tickler or other loan and deposit systems preferred
  • Superior understanding of legal documents as they relate to loan documents preferred
  • Superior client service skills/attitude
  • Strong written and verbal communications skills 
  • Well-organized and detail-oriented
  • Ability to handle multiple tasks, interruptions and fast-paced environment to ensure that deadlines are met
  • Proficient knowledge of PC/Internet including Word, PowerPoint and Excel
  • Familiarity with SalesForce CRM tools a plus  

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