Private Banking Relationship Manager
Texas-Capital-Bank
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 a portfolio through existing relationships, business development and internal referrals from commercial banking partnersProvide loan and deposit products to affluent individuals and families including interim construction loans, mortgages, securities-based lending, private aircraft lending and exclusive deposit productsPartner with teammates to deliver investment management, trust and estate administration, and wealth strategy capabilities to clientsStructure and price credit opportunities in cooperation with local underwriting and credit approvalManage the portfolio on an on-going basis in conjunction with a Relationship Associate/Lending AssistantProvide exceptional customer service to clientsRepresent Texas Capital Bank in the communityFollow trends in industry and stays current with changes in lending practicesQualificationsMinimum 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 preferredFormal credit training requiredExperience with private client loans in the $1 million to $25 million rangeAdvanced ability to build and manage a loan and deposit portfolioProven 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 clientsAdvanced ability to interact negotiate and influence at more senior levels in the organizationEffective 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 presentationsAbility to manage competing priorities on concurrent projects and initiatives.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. #J-18808-Ljbffr Texas-Capital-Bank
- Texas Capital Bank in Houston is seeking a seasoned banking professional... ..., including 7 years in private banking. The successful... ...a portfolio through existing relationships and business development while... ...clients. This role involves managing loans and deposits, partnering...Suggested
- Private Banking Relationship Manager I/II Provide a concierge delivery of financial services through a superior level of hands-on contact for the “BEST” customers of the Bank. These clients are high income earners, or high net worth clients. This is accomplished through...SuggestedWork experience placement
- A prominent banking institution in Houston is looking for a Private Banking Relationship Manager I/II who will provide tailored financial services to affluent clients. The manager's role includes coordinating credit approvals, servicing loans, and creating business opportunities...Suggested
- ...nationally recognized award-winning Bank that is one of the strongest... ...Woodforest National Bank is privately owned, and our Employee Stock... .... We focus on building relationships and discovering opportunities... ...Commercial Banking Relationship Manager I is responsible for...SuggestedFull timeWork experience placementWork at officeLocal area
- ...Relationship Banker (RB) is responsible for building, expanding, and retaining existing client relationships while providing an exceptional client experience. Responsibilities Share and recommend the bank’s full scope of resources with customers, including traditional...SuggestedNight shift
- ...high volume, sales environment. Evaluate customer relationships, new and existing account holders, to offer bank products and services. Follow established... ...monthly new account production as assigned by upper management. Participate in an active sales environment that...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...JOB FUNCTION / SUMMARY: Private Banker 4's coordinates the integrated... ..., borrowing & liability management, risk management & insurance,... ...revenue generating client relationships Delivers object and sound... ...needs and in accordance with bank policy, then packages and presents...Local area
$70k
...proposition centers around providing top banking and accounting talent. Most of our... ...service functions and maintain positive relationships with coworkers and customers. The position... ...remote position) Responsibilities include: Manage customer bank accounts; open, close, and...- ...Private Banker We are actively looking for exceptionally talented... ...J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial... ...on building, preserving and managing their wealth. You will use... ...Manage and maintain relationships with clients by earning trust...Temporary workWork experience placementLocal area
- ...company’s success. As a Business Banking Specialist within PNC's... ...and servicing. Proactive lead management and referral generation—... ...and growing Business Banking relationships under 2MM in sales revenue.... ...partners, including PNCWM, PNC Private Bank, Business Banking and...Full timeTemporary workPart timeWork experience placementWork at office
- ...Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in... ...Meets monthly new account production goals as assigned by upper management. Processes deposits and pay out funds in accordance with bank...
- ...they can assist customers and effectively cross sell bank products and services. Has extensive knowledge of... ...and maintaining effective coordination and working relationships with area personnel and with management. Assists area personnel as required. Keeps Banking...Full timeWork at officeMonday to FridayAfternoon shiftWeekday work
- ...Fifth Third Bank Personal Banker I Make banking a Fifth Third better We connect great... ...maintaining, and enhancing long lasting relationships with existing and prospective customers.... ...by consistently identifying, assessing, managing, monitoring, and reporting risks of all...Work at office
$19.01 - $26.15 per hour
...employees, and branch tasks assigned by management. Duties and responsibilities:... ...with every member interaction. Build relationships with members through needs assessment and... ...building credit, lending options, digital banking, and marketing campaigns and promotions...Hourly payRelocationRelocation package- ...Personal Banker II - Almeda Make banking a Fifth Third better We connect great people... ...building and maintaining long lasting relationships with existing and prospective customers... ...consistently identifying, assessing, managing, monitoring, and reporting risks of all...Work at office
$51.19k
...Relationship Banker II At Regions, the Relationship Banker II is responsible for meeting... ...and ATM offerings, all designed to make banking easier Provides a consistent optimal... ...duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures...Full timeFlexible hours- ...the Next Chapter Together. At Origin Bank, a job isn't just a paycheck - it's a meaningful... ...by unique initiatives like our Dream Manager program, one-on-one guidance from a... ...maintains positive customer experiences and relationships; and promotes the Bank's culture,...Contract workBank staffWork at officeLocal areaImmediate startFlexible hoursNight shift
- ...qualified candidate will need to have a minimum of one to three years prior sales or banking experience in which achieving goals/quotas were met on a routine basis. This position effectively manages multiple appointments in a busy environment while also completing a variety of...Full timeTemporary workPart time
- ...Relationship Banker Location: Onsite at the location listed in the... ...actively promoting and selling the bank's products and services. This... ...limited to mortgage, wealth, private client, and business banking.... .... Compliance and Risk Management: Expected compliance with bank...Temporary workWork at office
- ...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose... ...for operational excellence Builds relationships with clients to meet financial needs... ...small business, lending, and investments Manages financial center traffic, appointments,...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for... ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology... ...You will take a lead role in acquiring, managing, and retaining meaningful relationships...Afternoon shift
- ...and expansion of new and existing client relationships. Provides financial solutions that meet... ...the established Truist Retail Community Bank Leadership Routines. Commits to advancing... ..., operational procedures and risk management policies. Stays informed of all changes...Temporary workWork at officeNight shiftWeekend work
- ...Private Client Banker You have a passion for taking care of our... ...and valued by building lasting relationships, doing the right thing,... ...Private Client Banker in Branch Banking, you are the main point of contact... ...in the Branch. You will manage their complete banking relationship...Immediate startAfternoon shift
$200k
...Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize... ...to develop tailored wealth management strategies. Private Bankers are... ...able to deliver quality Private Bank client relationships (solutions...Full time- ...Personal Banker II - Deer Park Make banking a Fifth Third better We connect great people... ...building and maintaining long lasting relationships with existing and prospective customers... ...consistently identifying, assessing, managing, monitoring, and reporting risks of all...Work at office
- ...II Fulltime Houston We are seeking a dynamic Personal Banker II, who is an experienced branch banking advisor in establishing, developing, and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop...Full time
- PNC is seeking a Personal Banker in Houston, TX, focusing on growing the branch customer base and delivering excellent customer experiences. The role emphasizes proactive sales, service delivery, and collaboration with partners to increase share of wallet. The candidate...
- Fifth Third in Houston, TX, is seeking a Personal Banker I to enhance customer relationships and provide exceptional banking services. This role involves processing transactions and understanding customers' financial needs through a consultative approach. The ideal candidate...
- Overview Position Summary The Personal Banker plays a dual role within the banking center by providing both Teller and New Account services. Providing high-quality customer service and a positive banking experience for all customers is essential in this role. The Personal...Work at officeFlexible hours
- At Amegy Bank, people and culture are at the heart of everything we do. “Everyone counts... ...an experienced, high-performing, relationship-driven Branch Relationship Banker (Personal... ...sales discovery and client relationship management efforts by conducting financial needs assessments...Full timeLocal areaMonday to FridayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Banking Relationship Manager. Be the first to apply!
- private mortgage banker Houston, TX
- private banker Houston, TX
- personal banker Houston, TX
- private doctor Houston, TX
- private care assistant Houston, TX
- private care elderly Houston, TX
- private intelligence Houston, TX
- private rn Houston, TX
- private estate manager Houston, TX
- private events manager Houston, TX

