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About the Role

Texas Capital is built to help businesses and their leaders by providing the best of big firms at a scale that works for our clients, with highly experienced bankers who invest in people’s success. We do more than build business success; we build long-lasting relationships.

Responsibilities

• Schedules and conducts in-person or virtual meetings with clients at least quarterly.
• Remembers key details about client business, family, and interests; personalizes interactions accordingly.
• Resolves disputes or concerns by listening first and finding win-win solutions.
• Builds internal advocates by being responsive to credit and operations teams.
• Extracts key financial ratios and interprets trends from balance sheets and P&Ls.
• Understands cash flow and identifies seasonal or structural issues.
• Asks probing questions to understand business models, competitive position, and growth constraints.
• Documents opportunities in CRM and follows up in a timely and accurate manner.
• Prepares clear, concise product proposals tailored to individual client situations.
• Achieves annual targets for loan originations, deposit account growth, and revenue per relationship.
• Initiates discussion with product, credit, or treasury teams when facing client objections or market challenges.
• Proposes creative structures while staying within credit policy.
• Documents decisions and rationale for future reference and training.
• Ensures credit files are organized, complete, and audit-ready.
• Logs all client communications in the CRM and summarizes them in writing for the file.
• Complies with fair lending, BSA, and regulatory documentation requirements.
• Ensures client emails are clear, professional, and prompt; written proposals are tailored and jargon-free.
• Presents credit recommendations to the committee with confidence, transparency, and supporting data.
• Proactively updates clients on market conditions, new products, or regulatory changes.
• Adjusts approach based on client communication preferences.
• Revisits client strategy and adjusts service or pricing in response to market downturns or new competitors.
• Stays current on regulatory changes and updates internal processes accordingly.

Requirements

• Minimum 5 years in commercial or small business banking (relationship management, credit analysis, or lending).
• Minimum 2 years in a client-facing relationship management role.
• Demonstrated experience managing a loan or deposit portfolio.
• Track record of meeting or exceeding revenue, cross-selling, or retention targets.
• Community banking or credit union experience preferred.
• Bilingual preferred (Reading and speaking in both English and Spanish fluently).

Skills

• Effective Communication
• Interpersonal Skills
• Problem Solving
• Prospecting
• Relationship Building
• Negotiating
• Relationship Building
• Financial Acumen
• Sales & Business Development
• Problem-Solving
• Attention to Detail
• Communication
• Time Management
• Adaptability

Location

• Dallas
• Austin
• Fort Worth
• Houston
• Richardson
• Plano
• San Antonio

Work Type

• Onsite
• Travel Required: 75%+

Experience Level

• Minimum 5 years
• Minimum 2 years

Education Level

• Bachelor's degree in Business, Finance, Accounting, Economics, or related field
• MBA, CFA, or professional banking certification preferred

Benefits

• 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
• Paid time off (PTO)

About the Company

• 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.
• Named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023.
• Named to GoBankingRate’s 2023 list of Best Regional Banks.
• For more information about joining our team, please visit us at www.texascapitalbank.com.

Equal Opportunity

• Texas Capital is an Equal Opportunity Employer.