Private Banking Relationship Manager

Responsibilities

• Build a portfolio through existing relationships, business development and internal referrals from commercial banking partners
• Provide loan and deposit products to affluent individuals and families including interim construction loans, mortgages, securities-based lending, private aircraft lending and exclusive deposit products
• Partner with teammates to deliver investment management, trust and estate administration, and wealth strategy capabilities to clients
• Structure and price credit opportunities in cooperation with local underwriting and credit approval
• Manage the portfolio on an on-going basis in conjunction with a Relationship Associate/Lending Assistant
• Provide exceptional customer service to clients
• Represent Texas Capital Bank in the community
• Follow trends in industry and stays current with changes in lending practices

Requirements

• Minimum 9 years relevant banking experience required with at least seven years in private banking preferred.
• Bachelor's degree in Accounting, Finance, Business Administration or equivalent/relevant program; MBA preferred
• Formal credit training required
• Experience with private client loans in the $1 million to $25 million range
• Advanced ability to build and manage a loan and deposit portfolio
• Proven success in developing, cultivating and maintaining client relationships with increased complexity (size of organization, number of deals, etc.)
• Advanced ability to recommend innovative solutions for our clients
• Advanced ability to interact negotiate and influence at more senior levels in the organization
• Effective team player with ability to work in a fast-paced, highly collaborative environment.
• Exceptional communication, negotiation and presentation skills.
• Proficiency in the use of software tools for reports, audits, analysis and presentations
• Ability to manage competing priorities on concurrent projects and initiatives.

Benefits

Additional Information

Texas 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 www.texascapitalbank.com .

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