CareerPlan

Middle Market Team Leader

Dallas, TX, USFull-time2026-10-22 → 2026-11-10

Core

Oversees Relationship Managers, provides credit/underwriting review, and manages sales processes for a portfolio of existing customers in a specific geographic area.

Role type

Middle Market Team Leader (Credit & Sales)

Builds

Commercial banking relationships and loan portfolios

Domain

Banking / Commercial Lending

Required skills

Credit underwriting, risk assessment, sales process management, cross-selling, portfolio management, regulatory compliance, performance reporting, team supervision, negotiation

Preferred skills

Public debt issuance solicitation, investment grade credit analysis, community relations

Technologies

Microsoft Word, Microsoft Excel

Responsibilities

Manage sales process in a specific geographic marketing area; maintain primary relationship contact for a portfolio of existing customers; identify and facilitate cross-selling of all bank services; monitor customer performance and industry information to determine loan risk; provide performance feedback and develop employees; participate in community affairs.

Seniority

Mid-Senior, hands-on IC with supervisory duties