- Location
- Texas Capital Center, United States of America
- Type
- Full-time
- Department
- Finance
- Seniority
- Entry
- Experience
- 5+ years
- Source
- Workday
Description
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
A Corporate Banking Associate III will have corporate banking experience ideally within the Branded Retail industry and help drive our financial results by supporting Senior Coverage Bankers in their efforts to identify opportunities and deepen relationships.
This role will report to the Group Manager and will be accountable to deliver best-in-class experiences and comprehensive financial solutions to clients and prospects.
We are seeking qualified candidates with a passion for a long-term career in banking and the following core competencies
Responsibilities:
Prepare for and engage in client and prospect calls individually and in support of Senior Coverage Bankers, with front-line activities comprising ~50% of the Associate III’s workday.
Monitor transactions in the pipeline from prospecting phase through closing, both internally and externally.
Support Senior Coverage Bankers in sourcing new prospect opportunities and develop solution-oriented pitch materials for clients and prospects.
Identify cross-sell opportunities within existing portfolio.
Responsible for coordinating and reviewing analyst prepared screening memos, underwriting documents, term sheets and return models to streamline the credit approval process.
Review and finalize diligence lists and questions prior to meetings.
Provide underwriting bandwidth during high growth periods especially on complex transactions.
Assist Portfolio Managers with renewals and reviews of existing portfolio.
Assist in recruiting, coaching, and mentoring junior colleagues.
Qualifications:
Bachelor’s degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree.
5 to 6 years of experience in Banking, Commercial Banking preferred or other relevant experience.
Effective team player with ability to work in a fast-paced, highly collaborative environment.
Exceptional writing, interpersonal and communication skills.
Strong Analytical skills - critical thinking, data and information analysis, research, and problem solving.
Strong Organizational and time management skills.
Strong knowledge and application of Credit Underwriting (i.e., cash flow models, financial spreads, and credit packages).
Strong knowledge of banking suite of products and services.
Strong utilization of Salesforce and MS Office products including Outlook, Excel, and PowerPoint in order to produce reports, correspondence, and presentations
Ability to produce reports, correspondence and presentations using Salesforce and Microsoft Office including Outlook, Excel and PowerPoint.
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.
