Product Owner - Private Bank, Retail, Services

Product Owner

Texas Capital Bank is looking for a Product Owner to join our CRM Product Organization. This role sits at the center of strategy and execution — translating Product Manager-defined roadmaps into sprint-level delivery while mentoring and developing Product Leads. The Product Owner is accountable for end-to-end process delivery across multiple concurrent engagements, manages day-to-day relationships with business and technology partners, and ensures every sprint delivers measurable, high-quality outcomes aligned to CRM strategy.

Product Strategy & Roadmap

• Understand and execute against the defined CRM product strategy
• Support roadmap development with analysis and sizing inputs
• Maintain the sprint-level roadmap and ensure alignment to the broader domain strategy
• Prioritize backlog items within approved guardrails and strategic direction

Backlog Management & Requirements

• Own and maintain a healthy, well-prioritized product backlog
• Write detailed requirements, user stories, and acceptance criteria for all features
• Partner with Product Leads to author and refine stories ahead of sprint planning
• Ensure backlog items clearly reflect business needs, technical constraints, and compliance requirements

Delivery Accountability

• Serve as accountable owner for sprint-level delivery outcomes and quality
• Own end-to-end process delivery for multiple concurrent product engagements
• Manage risks, issues, and dependencies across active delivery tracks
• Produce sprint and delivery-level reporting, metrics, and insights for stakeholders

Stakeholder & Partner Management

• Manage day-to-day relationships with business and technology partners
• Serve as the primary point of contact for requirement clarifications and delivery updates
• Partner with operational SMEs to ensure solutions meet real-world business needs
• Coordinate UAT activities, training, and change adoption across impacted teams

Data, Platform & Compliance Standards

• Enforce data and platform standards within sprint delivery
• Analyze data quality gaps and surface findings to the appropriate stakeholders
• Embed risk controls and compliance requirements into user stories and acceptance criteria
• Ensure delivery adheres to enterprise architecture and governance standards

People & Team Leadership

• Mentor and coach Product Leads in requirements writing, backlog hygiene, and delivery execution
• Provide technical and process guidance to support Product Lead growth
• Foster a culture of accountability, continuous improvement, and learning within the team

Requirements

• 5+ years of experience in product management, business analysis, delivery management, or a related product/technology role
• Bachelor's degree in Business, Technology, Finance, or a related field — or equivalent professional experience
• Demonstrated experience working with CRM systems; Salesforce experience required
• Proven track record of owning and delivering against a product backlog in an Agile/Scrum environment
• Experience managing stakeholder relationships across business and technology teams
• Strong requirements writing skills — ability to produce clear, testable user stories and acceptance criteria
• Working knowledge of data structures, platform integrations, and system architecture concepts
• Analytical mindset with the ability to interpret delivery metrics and recommend process improvements
• Excellent verbal and written communication skills with the ability to adjust for technical and non-technical audiences
• Ability to manage multiple priorities and concurrent engagements in a fast-paced environment
• Familiarity with risk, controls, and compliance requirements in a regulated banking or financial services environment

Nice to Have

• Experience with Salesforce Financial Services Cloud (FSC), including data model familiarity with person accounts, financial accounts, and household structures
• Understanding of FSC features such as Action Plans, Referrals, and Relationship Groups as they apply to banking workflows
• Prior experience in a financial services firm — banking, wealth management, capital markets, or insurance
• Familiarity with financial services regulatory requirements and how they translate into product and data controls (e.g., BSA/AML, KYC, Reg E)
• Experience delivering CRM features in support of relationship banking, commercial lending, treasury, or wealth management business lines
• Exposure to Salesforce platform governance — permission sets, profiles, data access, and deployment pipelines (sandboxes, change sets, or CI/CD)
• Experience coaching or mentoring junior product team members (Product Leads, BAs, or Analysts)
• Salesforce certifications such as Salesforce Certified Administrator, Platform App Builder, or Business Analyst

The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy. Texas Capital is an Equal Opportunity Employer.