Product Owner - Private Bank, Retail, Services

Texas Capital•Richardson, TX

About The Position

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.

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 Haves

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

Responsibilities

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
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
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
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
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
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