- Ensure appropriate client coverage through disciplined calling efforts, understanding the client's strategic and financial objectives, and working with TCB product partners to identify appropriate opportunities to deepen the bank's relationship with the client
- Develop a strategic client acquisition pipeline based upon parameters assigned by your line of business to deepen and expand your portfolio and the Bank's presence in the market.
- Embrace the TCB Sales Excellence process to ensure appropriate client and prospect coverage and align with TCB product partners on delivering banking solutions to deepen existing relationships and accelerate new client acquisition
- Focus on targets and deadlines; Possess a natural disposition to be focused on achieving production goals and calling metrics.
- Ability to implement a proactive approach toward managing expenses to ensure a healthy P&L statement.
- Keep abreast of the latest financial and banking product knowledge, financial markets, and relevant regulations.
- Stay current on business trends, including businesses which are thriving in your area of expertise.
- Surface issues and provide feedback to appropriate corporate functional leaders for visibility and resolution.
- Bachelor's degree in finance, accounting, or related field/experience required.
- Minimum 5 years of commercial banking experience required, including prior experience in credit analysis and/or portfolio management with a focus on middle market and corporate clients.
- Formal Credit Training (Commercial Credit Certification, or from another bank) or commensurate underwriting experience required.
- Ability to perform in an exciting and transformative environment.
- Must have excellent intrapersonal and communications skills, both verbal and written, with ability to communicate with all levels of employees, management, internal committees, and clients.
- Must be proficient with organizational skills, ability to identify and solve problems/issues, and be able to management multiple workstreams.
- Proficient in Salesforce and MS Office products (Teams, Word, Excel, PowerPoint).
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Senior Underwriter, Middle Market
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Liberty Information Technology Limited Plano, United States Full timePay Philosophy · The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these p ...
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The Liberty Mutual Foundation Plano, United StatesPay Philosophy · The typical starting salary range for this role ($90,000 - $100,000) is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for al ...
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Liberty Mutual Group Plano, United StatesThe Executive Underwriter, Technology Lead Middle Market is responsible for developing, growing and maintaining a profitable book of technology Property & Casualty business through marketing, underwriting decision making, building mutually beneficial Technology, Underwriter, Writ ...
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The Liberty Mutual Foundation Plano, United StatesPay Philosophy The typical starting salary range for this role ($90,000 - $100,000) is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all e ...
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Insperity Coppell, United StatesJob Description · Job DescriptionDescription & Requirements Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity ...
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Supervisor, Middle Market Payroll
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Insperity Coppell, United StatesInsperity · provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of busine ...
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Group Manager II Middle Market
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Senior Middle Market Relationship Manager
5 days ago
East West Bank Dallas, United StatesIntroduction · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and communit ...
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Sr Middle Market Relationship Manager
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Texas Capital Bank Dallas, United States Full timeTexas 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. · Whil ...
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Middle Market Payroll Specialist
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Insperity Coppell, United States Full timeInsperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesse ...
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Bank of Montreal Dallas, United StatesVP, Investment Banking, Middle Market M&A, Industrials page is loaded · VP, Investment Banking, Middle Market M&A, Industrials · Apply · locations · Dallas, TX, USA · 320Canal · Seattle, WA, USA · WFC · time type · Full time · posted on · Posted 4 Days Ago · job requi ...
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Bank of Montreal Dallas, United StatesVP, Investment Banking, Middle Market M&A, Industrials page is loaded · VP, Investment Banking, Middle Market M&A, Industrials · Apply · locations · Dallas, TX, USA · 320Canal · Seattle, WA, USA · WFC · time type · Full time · posted on · Posted 4 Days Ago · job requi ...
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BMO Financial Group Dallas, United StatesProvides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate c ...
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Bank of Montreal Dallas, United StatesApplication Deadline: · 06/18/2024 · Address: · 200 Crescent Court · Job Family Group: · Capital Mrkts Sales & Service · Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of p ...
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Bank of Montreal Dallas, United StatesApplication Deadline:06/18/2024 Address:200 Crescent Court. Job Family Group:Capital Mrkts Sales & Service. Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full Banking, Investment, Industri ...
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Treasury Financial Analyst
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eTeam Inc Plano, United StatesDescription: · What are the key goals for this resource (project summary)? · This position will work with our Treasury Operations group, which covers the Middle Office tasks of daily review, confirmation, research, and settlement on global and domestic debts (bond, loan, asset-ba ...
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Account Coordinator
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The Cigna Group Plano, United States Full timeAccount Coordinator – Middle Market · SUMMARY: · The Account Coordinator (AC) plays a crucial role in maintaining client satisfaction and supporting the US Employer Sales Team. Key responsibilities include participating in new business case discovery and implementation calls, col ...
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Intermediate Risk Analyst, ORM
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Transamerica Plano, United States Full timeJob Family · Operational RiskAbout Us · At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employe ...
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Meeting & Events Planner
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Relationship Manager Middle Market - Plano, United States - Texas Capital Bank
Description
Description
Responsibilities
Qualifications
Relationship Manager Middle Market professionals in Plano
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