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
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.
