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 Banker Associate role will have experience within the Commercial Banking line of business. Depending on the
market, this role will report to the Market or Team Leader and will provide support to senior colleagues in delivering best-in-class
experiences and comprehensive financial solutions to clients and prospects across a broad array of industries. We are seeking qualified
candidates with a passion for a long-term career in Banking, that have extraordinary levels of motivation and initiative and aspire to deliver
superior client experiences.
Responsibilities
Participate in agenda-based client calls with Relationship Managers (approximately 10% of time spent). Support meeting
preparation and follow ups as needed.
Source new prospect opportunities and develop Centers of Influence (COIs).
Identify cross-sell opportunities within active portfolio.
Prepare and complete Balance Sheet Committee (BSC) forms and submissions.
Prepare screening memos, term sheets, pitch book materials and manage screening process.
Assist Portfolio (Credit) Managers with renewals, reviews, and new deal Credit Approvals.
Ensure Covenant compliance and analysis.
Accurately log all activity in applicable Texas Capital systems (Salesforce, Alloscape, etc.) and utilize sales tools to develop
call planning strategies.
Coach and mentor Analyst colleagues.
Qualifications
Bachelor’s degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree.
2.5 to 3.5 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.
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.
Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation. Our reputation as a respected financial institution is embodied by who we are and how we do business. Our team is comprised of experienced and groundbreaking thinkers, empowered to focus on what matters. We are consistent in our commitment to building trusted relationships and producing exceptional outcomes as Texas’s premier full-service financial firm. We stay a step ahead by generating and embracing great ideas. We merge financial expertise and distinct experience to think creatively, which enables us to identify opportunities and craft market-leading products designed to enhance your portfolio.
Our client-centric culture thrives because we attract, develop and engage the most experienced and diverse experts in their fields. Over the years, we've developed a supportive culture that values collaboration, rewards performance and respects the well-being of its team members. We know our people are our greatest asset, so we give them the resources and support they need to be successful. Our personal approach has enabled us to deliver exceptional value for our clients for more than two decades — an achievement we’re proud to continue.
Explore a career at Texas Capital Bank: https://www.texascapitalbank.com/who-we-are/careers
Texas Capital is the collective brand name for Texas Capital Bank and its separate, non-bank affiliates and wholly owned subsidiaries. Please visit texascapital.com to learn more about Texas Capital, its products and services, and the respective entities that offer each. For deposit products, Member FDIC.
Texas Capital and its subsidiaries are equal opportunity employers and do not discriminate on the basis of any protected trait including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status. https://www.texascapitalbank.com/equal-employment-opportunity-policy
