Private Banking Relationship Manager

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Job Summary

Build and grow an affluent client portfolio by leveraging existing relationships, business development, and referrals. Provide a range of private banking solutions, including loan and deposit products, interim construction loans, mortgages, securities-based lending, private aircraft lending, and exclusive deposits. Partner with investment management and trust teams to deliver wealth strategy, structure and price credit opportunities, and manage the portfolio with ongoing customer service and community representation.

Location: Dallas

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Build a client portfolio using 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 deposits.
•Partner with investment management, trust, and estate administration teammates to deliver wealth strategy capabilities.
•Structure and price credit opportunities in collaboration with underwriting and credit approval.
•Manage the portfolio on an ongoing basis with a Relationship Associate/Lending Assistant while providing exceptional customer service and representing the bank in the community.

Pay and Benefits

Perks:Health InsuranceWellness StipendFertility SupportLife InsuranceDisability InsuranceRetirement Savings401k MatchPaid LeavePaid Holidays

Key Requirements

•Minimum 9 years of relevant banking experience, with at least 7 years preferred in private banking.
•Bachelor’s degree in Accounting, Finance, Business Administration or equivalent; MBA preferred.
•Formal credit training required.
•Experience providing private client loans in the $1 million to $25 million range.
•Advanced ability to build and manage a loan and deposit portfolio and develop complex client relationships.

Experience:9+ years

Education:Bachelor's in Accounting, Finance, or Business Administration

Skills:Customer serviceRelationship buildingNegotiationCommunicationPresentation

Company Brief

Texas Capital Bancshares

Industry: Banking

Website

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Texas Capital Bancshares

2 months ago

Private Banking Relationship Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: Dallas

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Build a client portfolio using 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 deposits.
•Partner with investment management, trust, and estate administration teammates to deliver wealth strategy capabilities.
•Structure and price credit opportunities in collaboration with underwriting and credit approval.
•Manage the portfolio on an ongoing basis with a Relationship Associate/Lending Assistant while providing exceptional customer service and representing the bank in the community.

Pay and Benefits

Perks:Health InsuranceWellness StipendFertility SupportLife InsuranceDisability InsuranceRetirement Savings401k MatchPaid LeavePaid Holidays

Key Requirements

•Minimum 9 years of relevant banking experience, with at least 7 years preferred in private banking.
•Bachelor’s degree in Accounting, Finance, Business Administration or equivalent; MBA preferred.
•Formal credit training required.
•Experience providing private client loans in the $1 million to $25 million range.
•Advanced ability to build and manage a loan and deposit portfolio and develop complex client relationships.

Experience:9+ years

Education:Bachelor's in Accounting, Finance, or Business Administration

Skills:Customer serviceRelationship buildingNegotiationCommunicationPresentation

Company Brief

Texas Capital Bancshares

Industry: Banking

Website