Head of Private Banking, Relationship Management

Texas Capital•Dallas, TX

1d•Hybrid

About The Position

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. For more information about joining our team, please visit us at www.texascapitalbank.com.

Requirements

Minimum 15 years of progressive experience in financial services with at least 10 years in private banking, relationship management, or wealth management roles
Minimum 10 years of leadership and management experience, demonstrating ability to build, mentor, and develop high-performing teams
Bachelor's degree in Accounting, Finance, Business Administration, Economics, or equivalent relevant field
Formal credit training and credit risk management experience
Demonstrated expertise in private client loan origination and portfolio management, with experience managing loans in the $1 million to $100 million range
Proven ability to build and manage balanced loan and deposit portfolios that align with institutional risk appetite and profitability targets
Strong track record of developing, cultivating, and maintaining complex client relationships across diverse organizational structures and transaction profiles
Willingness and ability to travel approximately 50% to support client relationships and market development activities

Nice To Haves

Master of Business Administration (MBA) or equivalent advanced business credential
Experience managing teams of 10+ relationship managers or lending professionals
Demonstrated success in launching or transforming private banking programs
Familiarity with banking systems, portfolio management software, and CRM platforms
Professional designations such as CFA, CFP, or equivalent relevant certifications

Responsibilities

Develop, execute, and manage a comprehensive Banking strategy within the Private Bank and tactical business plans for driving quality loan and deposit growth, evaluating market opportunities, competitive landscape, and internal capabilities to drive sustainable growth
Define and champion the overall Private Banking experience; establish standards for client service delivery and lead transformation initiatives to enhance service quality and competitive differentiation
Build and expand the client portfolio through relationship management, targeted business development, and internal collaboration with commercial banking partners to identify cross-sell opportunities
Lead and mentor Bankers on strategies to deliver comprehensive loan and deposit solutions, including interim construction loans, ranch loans, mortgages, securities-based lending, high value asset loans and exclusive deposit products tailored to affluent clients
Partner with Private Client Advisors and Investment Advisors to develop and execute integrated business strategies that deliver investment management, trust and estate administration, and comprehensive wealth strategy capabilities
Structure and price credit opportunities in coordination with underwriting and credit approval functions; manage balance sheet review processes to maintain portfolio quality and regulatory compliance
Coach and develop Bankers on best practices for exceptional customer service, product knowledge, and relationship-building techniques that drive client retention and expansion
Serve as a representative and ambassador of the organization in the community through professional affiliations, business development activities, and client relationship events
Stay current with industry trends, market changes, regulatory developments, and emerging lending practices to ensure competitive positioning and operational effectiveness