Middle Market Team Lead

About the Role

The Middle Market Team Lead will have experience within the Commercial 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 for companies with revenue between $25 million and $500 million. This role reports directly to the Market Leader and is accountable for leading and managing a team of Relationship Managers, Associates, and Analysts to deliver comprehensive financial solutions and best-in-class experiences to clients and prospects across diverse industries.

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 optimize individual and team performance.
• Actively identify and prioritize top prospect and client relationships.
• Ensure the team builds a strategic client acquisition pipeline to deepen and expand the portfolio and the Bank’s market presence.
• Self-source and actively call on prospects and clients in person.
• Participate in pre-call planning and join Relationship Managers on client and prospect calls.
• Support and guide the team throughout the deal lifecycle, including negotiation and problem-solving.
• Screen deals, oversee credit reviews, and assess deal creditworthiness.
• Establish and manage critical business routines to drive discipline and accountability in executing team goals.
• Monitor reports and ensure timely, quality updates in Salesforce.
• Collaborate with Texas Capital product and functional partners to deliver exceptional service and sell the whole bank.
• Manage risk/return and drive quality for new and existing clients.
• Identify and mitigate regulatory, reputational, operational, and credit risks.
• Build and reinforce the brand through events and community outreach.
• Stay informed on financial/banking products, markets, regulations, and business trends.

Qualifications

• Bachelor’s degree in Business Administration/Finance, Accounting, or related field preferred.
• Minimum 10 years of commercial banking experience, including credit analysis and/or portfolio management with a focus on middle market and corporate clients.
• Demonstrated success leading and managing a team in a sales environment with goaled production metrics.
• Advanced knowledge of banking products, services, and industry trends.
• Formal Credit Training (Commercial Credit Certification or equivalent) or commensurate underwriting experience.
• Effective team player with the ability to work in a fast-paced, collaborative environment.
• Exceptional writing, interpersonal, and communication skills.
• Strong organizational and time management skills.
• Ability to identify and solve problems, with timely escalation of risks and issues.
• High interest in community outreach and involvement.
• Proficiency in Salesforce and MS Office (Outlook, Excel, Word, PowerPoint).

Benefits

• 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
• Paid time off (PTO)

Texas Capital is an Equal Opportunity Employer. Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano, and San Antonio, Texas Capital was named Best Regional Bank in 2024 by Bankrate and recognized in The Dallas Morning News’ Top Workplaces 2023 and GoBankingRate’s 2023 Best Regional Banks list.