Head of Private Banking, Relationship Management

Texas Capital Bank Job Post

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 Go Banking Rate 's 2023 list of Best Regional Banks.

• Strategic Leadership Develop, execute, and manage a comprehensive Banking strategy within the Private Bank and tactical business plans for driving quality loan and deposit growth, evaluating market opportunities, competitive landscape, and internal capabilities to drive sustainable growth
• Client Experience Define and champion the overall Private Banking experience; establish standards for client service delivery and lead transformation initiatives to enhance service quality and competitive differentiation
• Portfolio Development Build and expand the client portfolio through relationship management, targeted business development, and internal collaboration with commercial banking partners to identify cross-sell opportunities
• Relationship Manager Guidance Lead and mentor Bankers on strategies to deliver comprehensive loan and deposit solutions, including interim construction loans, ranch loans, mortgages, securities-based lending, high value asset loans and exclusive deposit products tailored to affluent clients
• Wealth Management Integration Partner with Private Client Advisors and Investment Advisors to develop and execute integrated business strategies that deliver investment management, trust and estate administration, and comprehensive wealth strategy capabilities
• Credit Management Structure and price credit opportunities in coordination with underwriting and credit approval functions; manage balance sheet review processes to maintain portfolio quality and regulatory compliance
• Team Development Coach and develop Bankers on best practices for exceptional customer service, product knowledge, and relationship-building techniques that drive client retention and expansion
• Community Engagement Serve as a representative and ambassador of the organization in the community through professional affiliations, business development activities, and client relationship events
• Continuous Learning Stay current with industry trends, market changes, regulatory developments, and emerging lending practices to ensure competitive positioning and operational effectiveness

Required

• Minimum 15 years of progressive experience in financial services with at least 10 years in private banking, relationship management, or wealth management roles
• Minimum 10 years of leadership and management experience, demonstrating ability to build, mentor, and develop high-performing teams
• Bachelor's degree in Accounting, Finance, Business Administration, Economics, or equivalent relevant field
• Formal credit training and credit risk management experience
• Demonstrated expertise in private client loan origination and portfolio management, with experience managing loans in the $1 million to $100 million range
• Proven ability to build and manage…