Private Banking Relationship Manager
Texas Capital Bank - Richardson
to learn more.Private Banking Relationship Manager page is loaded## Private Banking Relationship Managerlocations: Dallas, TX: Fort Worth, TXtime type: Full timeposted on: Posted Todayjob requisition id: JR105353Texas 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 .**Responsibilities*** Build a portfolio through existing relationships, business development and internal referrals from commercial banking partners* Provide loan and deposit products to affluent individuals and families including interim construction loans, mortgages, securities-based lending, private aircraft lending and exclusive deposit products* Partner with teammates to deliver investment management, trust and estate administration, and wealth strategy capabilities to clients* Structure and price credit opportunities in cooperation with local underwriting and credit approval* Manage the portfolio on an on-going basis in conjunction with a Relationship Associate/Lending Assistant* Provide exceptional customer service to clients* Represent Texas Capital Bank in the community* Follow trends in industry and stays current with changes in lending practices**Qualifications*** Minimum 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 preferred* Formal credit training required* Experience with private client loans in the $1 million to $25 million range* Advanced ability to build and manage a loan and deposit portfolio* Proven 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 clients* Advanced ability to interact negotiate and influence at more senior levels in the organization* Effective 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 presentations* Ability 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.*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 #J-18808-Ljbffr Texas Capital Bank
$148.75k - $234.38k
...learn, to connect with others, and build relationships with the people around you. You’ll have... .... And after 160 years, we know Commerce Bank is only at its best when our people are.... ...to be involved in both the comprehensive management of existing commercial relationships as...SuggestedFull timeBank staffShift work- PlainsCapital Bank is seeking results-driven Relationship Managers to join our team. This role is responsible for originating, structuring, and managing Commercial & Industrial (C&I) and Commercial Real Estate (CRE) loans within the market. Relationship Managers will cultivate...SuggestedLocal area
$169.6k - $254.4k
...United StatesSalary: $169,600.00 - $254,400.00Category: Commercial and Business Sales, Professional, Banking & InternationalCompany: CitiSeeking a Relationship Manager to join our growing Healthcare Industry Vertical within Citi’s Commercial Bank (CCB). Target market includes...SuggestedFull time- ...Relationship Banker Balch Springs, Texas;Dallas, Texas; Dallas, Texas; Dallas, Texas; Duncanville... ...18 years of age.** Acknowledge ( **Bank of America employees are required to meet... ...small business, lending, and investments + Manages financial center traffic, appointments,...SuggestedWork at officeShift workWeekend workDay shift
- ...Relationship Banker I Join Our Team! We have a great team of friendly, talented and inspiring... ...a part of First United. At First United Bank we are dedicated to building a culture of... ...service duties, sales, and relationship management while reaching or exceeding established...SuggestedTemporary workShift work
- ...Market Banker Location: Dallas, TX About the Bank: This bank is a leading financial... ...building it from scratch, and fostering relationships with lower middle‑market businesses in the... ...lower middle‑market businesses. Portfolio Management: Build and grow a diverse portfolio of...Local area
- ...As a Relationship Banker II, you will build and maintain relationships with clients, provide... ...exceptional client service, and recommend banking products and digital solutions. You will... ...decision‑making skills. Ability to manage multiple tasks simultaneously. Proficiency...Flexible hours
- ...self-service resources, such as mobile banking, online banking or ATM. Accurately and efficiently... ...done, building and nurturing strong relationships. Displays passion, commitment and drive... ...laws and regulations. Efficiently manages time and capacity. Focuses on results while...Flexible hoursWeekend work
- ...valued, and understood. We build lasting relationships by doing the right thing, exceeding... ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology... ...will take a lead role in acquiring, managing, and retaining meaningful relationships...Immediate startAfternoon shift
- ...Bank of America in Dallas is seeking a client-focused banker to engage clients in the lobby, educate them on self‑service banking, and process cash transactions accurately. You will train at a designated financial center and may move to another location within reasonable...Weekend work
$18.5 - $23.42 per hour
...Relationship Banker NBT Bank Syracuse, NY Pay: $18.50 - $23.42 an hour Job Type: Full-time Full job description Pay Range: $18.50 - $23.42 The role... ...as required at the discretion of the Branch and Market Manager. 45% Provides a consultative customer service approach to...Full timeTemporary workPart timeBank staffWork visaFlexible hours- ...Bank of America is seeking a customer-focused team member to engage clients in the lobby, educate them on self-service options, and help process cash transactions accurately. You will build relationships to meet clients’ financial needs and connect them with suitable solutions...Work at officeWeekend work
- ...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...Full timeWork experience placementWork at officeFlexible hoursAfternoon shift
- ...Huntington Bank in Dallas, TX, seeks a Customer Experience Banker Non NMLS to serve walk-in customers and act as a financial concierge... ...transactions with accuracy. The role emphasizes proactive relationship-building, referrals, and adherence to bank policies in a friendly...Work at officeFlexible hours
- ...Make banking a Fifth Third better® We connect great people to great opportunities. Are... ...households and/or deepening existing customer relationships through a variety of activities,... ...by consistently identifying, assessing, managing, monitoring, and reporting risks of all...Work experience placementWork at office
- ...Trust** As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud... ...Provides maintenance and holistic advice on assigned relationships by cross selling and identifying client needs. 2....Work experience placementH1bWorldwideFlexible hours
- ...Personal Banker within PNC's Retail Branch Banking organization, you will be based in... ...connect with their recruiter and hiring manager to discuss workplace expectations and confirm... ...Influence to acquire, expand and retain relationships. Creates customer loyalty and grows...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...0-year legacy of providing unparalleled banking services. Who You Are As a Personal Banker... ...in trust, integrity and building relationships with our customers, who span generations... ...of teller cash and proof transactions. Manage risk while actively practicing loss prevention...Monday to Friday
- ...Fifth Third Bank, N.A. is seeking a Personal Banker I in Dallas, Texas. This role focuses on creating exceptional customer experiences through proactive engagement and support, processing transactions, and addressing financial needs using consultative techniques. Candidates...
- ...Fifth Third Bank is hiring a Personal Banker I at their Midway Spring Valley location in Dallas, Texas. This role is vital for providing exceptional customer experiences by discovering financial needs and recommending appropriate solutions. Ideal candidates will have...
- ...Consumer Banker; Consumer Banking; Consumer Lending Pay Transparency... ..., Inc. and BOK Financial Private Wealth, Inc. BOKF, NA... ...and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking... ...and retain long-term client relationships. While providing consultative...Local area
- ...connect with their recruiter and hiring manager to understand workplace expectations and... ...Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer... .... Preferred Skills Accountability Banking Client Loyalty Customer Experience (CX)...Full timeTemporary workPart timeWork experience placementWork at office
$160k - $210k
...Position Title: Private Banker Salary Range : $160,000-$210,000 / DOE + Quarterly... ...production role focuses on developing and managing relationships with high-net-worth individuals,... ...the scale and resources of a national bank with the responsiveness and autonomy of...- ...the established policies in accordance with the bank and the supervisors direction. Evaluate customer relationships, new and existing account holders, to offer... ...monthly new account production as assigned by upper management. Participate in an active sales environment...Work at officeFlexible hoursAfternoon shift
- ...SouthState Bank in Dallas, TX seeks an experienced Private/Business Banker to drive growth and manage a portfolio of business clients. You will develop and execute plans to... ...exceptional service. You will build long-term relationships with prospects and clients, cross-sell...
- ...Personal Banker within PNC’s Retail Branch Banking organization, you will be based in... ...proactive sales and service activities, manage the customer experience, collaborate with... ...Influence to acquire, expand, and retain relationships. Educate customers on options for managing...Work experience placement
- ...Senior Private Wealth Banker Acting as a trusted advisor, finding... ...of Brokerage, Investment management, Trust, and Insurance... ...largest, most profitable customer relationships within the department. Team... ...experience in credit/banking and/or 14-16 years of equivalent...Local area
- ...Banker Dallas Branch - Dallas, TX 75206 Overview Position Type Full Time Job Shift Day Education Level High School Category Banking Description Purpose: While projecting a professional image; interact with new and existing customers and match services...Full timeWork experience placementShift work
- ...Make banking a Fifth Third better® We connect great people to great opportunities. Are... ...building and maintaining long lasting relationships with existing and prospective customers... ...by consistently identifying, assessing, managing, monitoring, and reporting risks of all...Work at office
- ...J.P. Morgan in Dallas is seeking an experienced Private Banker to manage and maintain client relationships, offering expert financial advice and driving new client... ...have at least six years of experience in Private Banking or Financial Services and hold a Bachelor’s Degree...
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