Sr RM Insurance Corporate Banking
Texas Capital Bank - Richardson
## Sr RM Insurance Corporate BankingApplylocations: Dallas, TXtime type: Full timeposted on: Posted Yesterdayjob requisition id: JR105672Texas 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 The Relationship Manager or Senior Relationship Manager is a key leader within Texas Capital’s Corporate Banking team, responsible for managing and growing a portfolio of high-value corporate and upper middle-market clients within the Insurance industry. The role delivers customized financial solutions, builds deep client relationships, and mentors junior team members to support the group’s overall success. This position will report directly to the Head of Insurance Corporate Banking.Key Responsibilities:* Client Relationship Management: Manage a portfolio of corporate and upper middle-market clients, serving as the primary contact for C-suite executives and decision-makers.* Tailored Solutions: Develop customized financial solutions based on client needs, leveraging industry knowledge and market insights.* Business Development: Drive growth by leveraging a strong industry network and proactive calling efforts to identify new prospect opportunities and deepen relationships within the existing client base.* Product Collaboration: Partner with internal teams to identify additional customer needs and relationship expansion opportunities across treasury management, lending, private wealth, institutional asset management, and investment banking services.* Risk and Credit Oversight: Work closely with junior bankers and credit teams to structure, underwrite, and monitor deals, ensuring strong credit quality and compliance.* Industry Expertise: Serve as an industry subject matter expert by staying abreast of industry trends and market conditions that could impact assigned relationships and borrowers* Mentorship: Mentor Analysts and Associates, providing guidance on technical skills, client management, and professional growth.* Client Engagement: Conduct regular reviews and maintain high levels of client engagement to deliver exceptional experiences.* Deal Execution: Lead client pitches, presentations, and negotiations to secure new business and expand relationships.* Compliance: Ensure adherence to all regulatory requirements, risk frameworks, and internal policies.* Team Leadership: Foster a collaborative, high-performing culture within the Corporate Banking team, contributing to the group’s overall success.* Travel: Willingness and ability to travel for client meetings, conferences and presentations, and other networking events.* Projects: Perform special projects and additional duties as assigned.Qualifications:* Experience: 10+ years in corporate/commercial banking or a similar role with a proven track record of relationship management and profitable portfolio growth.* Leadership: Direct experience mentoring junior team members and fostering a high-performing, inclusive environment.* Communication: Strong verbal and written communication skills with the ability to clearly articulate and defend positions to internal and external constituencies.* Self-Starter: Highly motivated individual contributor with the ability to function effectively under pressure in a fast-paced, complex environment, while meeting internal and external timelines.* Critical Thinking: Detail-oriented with the ability to multitask and problem-solve through bespoke creative ideas.* Skills: Strong expertise in corporate finance, accounting, credit analysis, and strategic advisory.* Training: Formal Credit Training (Commercial Credit Certification or equivalent from another bank) or commensurate experience in credit analysis and portfolio management* Licensing: FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire* Technology: Proficient in Microsoft Office applications including Word, Excel, Outlook, and PowerPointEducation:* Bachelor’s degree in finance, accounting, business, or a related field. Graduate degree preferred.*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.* #J-18808-Ljbffr
- ...Texas Capital Bank is seeking a Senior Relationship Manager in their Corporate Banking team, specifically for the Insurance sector. This role involves managing high-value corporate clients, delivering tailored financial solutions, and mentoring junior staff to drive excellence...Senior
$217k - $314k
...prime brokerage, clearing, reinsurance, and insurance arrangements. Discuss global cash... ...management, custody, collateral, and commercial banking agreements, including daily operational... ...support on debt capital markets and corporate financings, including bond offerings, parent...SuggestedFlexible hours$124.8k - $129k
...consulting along with technology and design, corporate and digital ventures—and business... ..., Financial Planning & Analysis, Cash & Banking / Treasury, Payroll, Fixed Assets, etc.As... ...class coverage:Zero dollar ($0) health insurance premiums for BCG employees, spouses, and...SeniorWork experience placementWork at officeLocal area- ...Huntington Bancshares, Inc. is seeking an Associate Director – Corporate Mortgage Finance PM to manage a portfolio of commercial loans within the Corporate, Specialty and Government Banking division. You will underwrite complex loans, monitor risk, and administer portfolios...Senior
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$130k - $270k
...adjudication, and portfolio management of a portfolio of U.S. Insurance clients, with a primary focus on Life Insurance and Property... ...successful candidate will partner closely with Investment Banking, Corporate Banking, and Capital Markets teams to evaluate and approve complex...SeniorLocal area$93k - $189k
DescriptionThe Director - Corporate, Specialty and Government PM is a senior portfolio management... ...with Relationship Management and other Bank partners. Establish positioning as... ...benefits to colleagues, including health insurance coverage, wellness program, life and...Full timeWork at officeRemote workWork from homeFlexible hours- ...benefits to colleagues, including health insurance coverage, wellness program,... ...Capital was recently named Best Regional Bank in 2024 by Bankrate and was named... ...Talent Acquisition Partner The Sr. Talent Acquisition Partner, Corporate & Investment Banking (C&IB) will serve...SeniorImmediate startDay shift
- ...opportunities to improve performance and grow.THE ROLEThe VP, Corporate Finance & Strategy will lead Corporate FP&A, Treasury and Strategic... ..., and covenant compliance.Manage relationships with lenders, banks and other financial partners.Improve working capital, cash...Full timeWorldwide
$148.4k - $154k
...consulting along with technology and design, corporate and digital ventures—and business... ..., Financial Planning & Analysis, Cash & Banking / Treasury, Payroll, Fixed Assets, etc.The... ...class coverage:Zero dollar ($0) health insurance premiums for BCG employees, spouses, and...Work at officeLocal area- ...businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including... ...individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital...
- ...manager to oversee a portfolio of mass affluent clients in the Dallas area. You will deliver comprehensive banking, mortgage, planning, investments and insurance solutions using objective financial planning concepts. You will collaborate with financial advisors and...Senior
$200k - $300k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses... .... Bank, that can help middle market and corporate companies work toward their financial and... ...of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions...Full timeLocal areaImmediate start3 days per week$200k - $300k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses... .... Bank, that can help middle market and corporate companies work toward their financial and... ...of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions...Full timeLocal areaImmediate start3 days per week- ...financial goals through advisor‑led planning, investment management, banking, and tailored lending solutions. Within AWM, the Private Bank... ....PreferredInternship or experience in private banking, corporate lending, wealth management, or credit operations.Exposure to financial...Worldwide
- ...or payment fraud Creating new products and enhancements as the corporate payment landscape evolves The Treasury Management Development... ...feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC...Full timeTemporary workPart timeWork experience placementWork at office
- ...for an accommodation or an alternative application process. Corporate Banker (Full Time) - Sterling Plaza Full Time Loan Officer -... ...check will be performed on all qualified applicants. Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE The...Full timeWork at office
- ...Private Bank Underwriting Team Member Across Wealth Management, Goldman Sachs helps empower clients and customers around the world... ..., as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions...Bank staff
- ...newly created management position combining corporate development and financial planning &... ...across corporate development, investment banking, transaction advisory, private equity,... ...wealth management, RIA, broker-dealer, or insurance distribution, either transacting in the...Full timeWork at officeLocal areaShift work
$171.6k - $392.1k
...that also provides significant opportunities through a deep finance, risk and technology transformation. Large institutions in Banking, Insurance and Capital Markets are re-evaluating the way they conduct business and are undergoing strategic initiatives to enhance their...SeniorWork experience placementSummer holidayLive inFlexible hours2 days per week3 days per week- ...address the unique challenges faced by Finance executives in banking, insurance and capital markets, helping them lead a more efficient,... ...implementation — in a consulting, professional services, or corporate finance environmentBachelor's degree Bonus points if:You have...Full timeLive inWork at officeLocal area
- ...RotationsCome join one of America's fastest-growing insurance companies. Since 1848, National Life... ...auditors to communicate results.Corporate Accounting– Work closely with the team on... .../out of the organization and assist on banking solutions and services to enhance the customer...Hourly payRotational programTemporary workSummer workWork at officeFlexible hours
$130.6k - $343.6k
...by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry...SeniorSummer holidayLocal areaImmediate startFlexible hours$164.6k - $225k
...servicing, asset management and banking services, Northern Trust (... ...successful individuals, families, corporations and institutions. Since 1889,... ...service. Job Title: Sr. Portfolio Advisor, Global Family... ...caregiver leave, life & accident insurance, and other voluntary and well...SeniorFull timeH1bWork at officeWorldwideFlexible hours$85 - $90 per hour
...required About the assignment Our client, a global banking and insurance provider, is seeking a California-licensed Litigation Defense... ...in gaining valuable in-house experience while supporting a corporate legal team and managing a diverse portfolio of litigation...Hourly payFull timePart timePrivate practiceLocal areaImmediate startRemote work- ...address the unique challenges faced by Finance executives in banking, insurance and capital markets, helping them lead a more efficient,... ...implementation — in a consulting, professional services, or corporate finance environmentBachelor's degreeBonus points if:You have...Live inWork at officeLocal area
- ...Multinational Corporation Commercial BankerYou are customer focused, enjoy building relationships and providing financial advice to your... ...bankers work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core Banking, therefore our ideal...Flexible hours
- ...— from strategy through delivery and managed operations — that address the unique challenges faced by Finance executives in banking, insurance and capital markets, helping them lead a more efficient, resilient and value-creating Finance function powered by data, automation...SeniorFull timeLive inWork at officeLocal area
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