Middle Market Team Lead

This is a fully remote position, open to applicants in Texas.

📋 Description

• Supervise Relationship Managers to ensure compliance with corporate policies.

• Conduct credit assessments and provide approval for over-limit credit requests.

• Lead and support cross-selling initiatives.

• Encourage participation in clients' public debt offerings when permissible based on credit ratings.

• Oversee the sales process within a designated geographic marketing area.

• Serve as the primary contact for an established customer portfolio.

• Facilitate the cross-selling of the bank's products and maintain primary banking relationships.

• Deliver exceptional customer service.

• Achieve or surpass compensation plan targets.

• Monitor customer performance, capabilities, industries, documentation, and reporting to evaluate loan risks.

• Engage in community activities and projects that promote the bank.

• Provide feedback to employees, offer development opportunities, assist in talent pool growth, succession planning, and recognition programs.

• Identify, evaluate, manage, monitor, and report risks within the bank's risk tolerance.

⛳️ Requirements

• Bachelor's degree or equivalent experience is required.

• Typically requires over 9 years of experience in credit training and underwriting.

• Strong interpersonal skills are essential.

• Excellent written and verbal communication skills are necessary.

• Ability to manage multiple tasks effectively.

• Proven experience in sales and negotiation.

• Proficiency in Word and Excel is required.

• Capability to oversee credit, underwriting, and loan risk evaluation responsibilities.

🏝️ Benefits

• Eligibility for an incentive compensation plan.

• Comprehensive benefits package.

• Unique compensation offerings.

• Benefits that promote physical, financial, emotional, and social well-being.