Private Banking Relationship Manager
Texas Capital Bank - Richardson
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. 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. 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). 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 stay 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. For more information about joining our team, please visit us at #J-18808-Ljbffr Texas Capital Bank
- 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
- 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
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$23 per hour
...proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former... ...all customer service functions while maintaining positive relationships with coworkers and customers. The opportunity has a generous hourly...Hourly payLocal area- ...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
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- ...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
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$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 I - Lockwood Make banking a Fifth Third better We connect great people... ..., and enhancing long lasting relationships with existing and prospective customers... ...by consistently identifying, assessing, managing, monitoring, and reporting risks of all...Work at office
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- ...Areas of Interest: 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
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