Head of Private Banking, Relationship Management
Listed on 2026-09-27
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Finance & Banking
BD Manager, Banking & Finance, Wealth Management -
Management
BD Manager, Banking & Finance, Wealth Management
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 banks at a scale that makes sense 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. Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies.
For more information about joining our team, please visit us at
Key Responsibilities- 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,…
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