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Texas Capital · 1 month ago

Business Development Officer II

Dallas, TX

Full-time

Onsite

Senior Level

5+ years exp

Texas Capital Bank is dedicated to helping businesses and their leaders succeed. The Business Development Officer II is responsible for identifying sales opportunities, developing strategies, and managing new customer acquisition to meet the financial needs of prospective clients.

BankingFinanceFinancial Services

Responsibilities

Ensure appropriate prospect coverage through disciplined calling efforts, understanding the prospect’s strategic and financial objectives, and working across all TCB product partners to identify appropriate opportunities to develop the bank’s relationship with the prospect and sell the whole bank

Develop and maintain a robust prospect acquisition pipeline

Effectively transfer opportunities developed to Relationship Managers (RM)

Embrace the TCB Sales Excellence process to ensure appropriate prospect coverage and align with TCB product partners on delivering banking solutions to accelerate new client acquisition

Possess a natural disposition to be focused on achieving production goals and calling metrics

Keep abreast of the latest financial and banking product knowledge, financial markets, and relevant regulations

Stay current on business trends to enhance relevancy with prospects covered

Surface issues and provide feedback to appropriate corporate functional leaders for visibility and resolution

Qualification

Commercial banking experienceFinancial sales experienceSalesforce proficiencyBachelor's degreeMS Office proficiencyInterpersonal skillsOrganizational skillsCommunication skillsProblem-solving skills

Required

Bachelor's degree in business, finance, or related field/experience

Minimum 5 years of Financial Sales Service Experience

Ability to perform in an exciting and transformative environment

Must have excellent interpersonal and communications skills, both verbal and written, with ability to communicate with all levels of employees, management, internal partners, and clients

Strong organizational skills; ability to identify and solve problems/issues; ability to manage multiple priorities/workstreams

Proficient in Salesforce and MS Office products (Teams, Word, Excel, PowerPoint)

Preferred

Minimum of five years commercial banking experience preferred with focus on middle market and corporate clients or other relevant business development/sales experience