Texas Capital Bank

Head of Private Banking, Relationship Management

Texas Capital Bank$160K — $200K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • 15+ years in financial services; 10+ years in private banking or wealth management
  • 10+ years of leadership experience building high-performing teams
  • Bachelor's degree in relevant field such as Accounting or Finance
  • Formal credit training and experience in credit risk management
  • Expertise in managing private client loans between $1M to $100M
  • Ability to balance loan and deposit portfolios with risk appetite considerations
  • Track record of cultivating complex client relationships
  • Willing to travel approximately 50% for client engagement

Responsibilities

  • Develop and execute a strategic Banking strategy to drive loan and deposit growth
  • Champion client experience through service standards and transformation initiatives
  • Build and expand client portfolios via targeted business development
  • Lead and mentor Bankers in delivering tailored financial solutions
  • Collaborate with advisors for integrated wealth management strategies
  • Manage credit structuring and maintain regulatory compliance
  • Coach Bankers on best customer service and relationship-building practices
  • Represent the organization within the community to enhance business development opportunities

Benefits

  • Competitive compensation package
  • Comprehensive benefits
  • Opportunity for growth and leadership in a values-driven organization
  • Potential to make a significant impact on clients and community
Full Job Description
Key Responsibilities
  • Strategic Leadership 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
  • Client Experience 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
  • Portfolio Development Build and expand the client portfolio through relationship management, targeted business development, and internal collaboration with commercial banking partners to identify cross-sell opportunities
  • Relationship Manager Guidance 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
  • Wealth Management Integration 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
  • Credit Management 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
  • Team Development Coach and develop Bankers on best practices for exceptional customer service, product knowledge, and relationship-building techniques that drive client retention and expansion
  • Community Engagement Serve as a representative and ambassador of the organization in the community through professional affiliations, business development activities, and client relationship events
  • Continuous Learning Stay current with industry trends, market changes, regulatory developments, and emerging lending practices to ensure competitive positioning and operational effectiveness
Qualifications & Requirements

Required
  • 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

Preferred
  • 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
Core Competencies
  • Strategic Thinking Ability to synthesize market data and organizational capabilities to develop forward-looking strategies
  • Leadership & Coaching Proven ability to inspire, develop, and hold teams accountable to high performance standards
  • Client Focus Demonstrated commitment to understanding client needs and delivering personalized solutions that build long-term relationships
  • Relationship Management Skilled in building credibility and maintaining complex relationships across multiple stakeholder groups
  • Business Acumen Strong understanding of financial products, credit analysis, risk management, and profitability metrics
  • Communication Excellent written and verbal communication skills; ability to articulate strategy clearly to diverse audiences
  • Integrity & Compliance Strong commitment to ethical conduct and regulatory compliance in all business dealings
What We Offer

We offer a competitive compensation package commensurate with experience, comprehensive benefits, and the opportunity to lead a dynamic team in a values-driven organization. This role provides meaningful growth potential and the chance to make a significant impact on our clients and community.

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.

About Texas Capital Bank

Texas Capital Bank is a commercial bank that provides a range of financial services to businesses and individuals. The bank was founded in 1998 and is headquartered in Dallas, Texas. Texas Capital Bank has over 1,500 employees and operates branches in several states, including Texas, California, and New York. The bank offers a variety of services, including commercial lending, treasury management, and wealth management.
Learn more about Texas Capital Bank
Size
1,500 employees
Industry
Founded
1998

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