Small Business Relationship Manager - Bilingual Spanish

Texas Capital Bancshares
Dallas, San Antonio, Plano, Austin
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Effective communication","Interpersonal skills","Problem solving","Prospecting","Relationship building","Negotiating"]

Manage and grow a portfolio of small-business and commercial clients by building trusted relationships, meeting quarterly, and uncovering cross-selling opportunities. Analyze financials and cash flow to assess viability, propose tailored loan/deposit solutions, and meet originations, deposit growth, and revenue-per-relationship targets. Coordinate with credit, operations, and treasury to structure deals, stay audit-ready on documentation, and comply with fair lending, BSA, and other regulations—while communicating fluently in English and Spanish.

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Texas Capital Bancshares
Texas Capital Bancshares
2 days ago

Small Business Relationship Manager - Bilingual Spanish

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Manage and grow a portfolio of small-business and commercial clients by building trusted relationships, meeting quarterly, and uncovering cross-selling opportunities. Analyze financials and cash flow to assess viability, propose tailored loan/deposit solutions, and meet originations, deposit growth, and revenue-per-relationship targets. Coordinate with credit, operations, and treasury to structure deals, stay audit-ready on documentation, and comply with fair lending, BSA, and other regulations—while communicating fluently in English and Spanish.
Location: Dallas, San Antonio, Plano, Austin
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Schedule and conduct in-person or virtual client meetings at least quarterly.
  • •Resolve disputes or concerns by listening first and finding win-win solutions.
  • •Document opportunities in CRM and follow up in a timely and accurate manner.
  • •Prepare clear, concise product proposals tailored to individual clients.
  • •Achieve annual targets for loan originations, deposit account growth, and revenue per relationship.
Travel: Extensive travel

Pay and Benefits

Perks:Health InsuranceWellness StipendFertility BenefitsLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

  • •5+ years in commercial or small business banking in relationship management, credit analysis, or lending.
  • •2+ years in a client-facing relationship management role.
  • •Experience managing a loan or deposit portfolio.
  • •Track record of meeting or exceeding revenue, cross-selling, or retention targets.
  • •Bachelor’s degree in Business, Finance, Accounting, Economics, or related field; MBA, CFA, or professional banking certification preferred.
Experience:5+ yearsCommercial bankingSmall business bankingRelationship managementCredit analysisLending
Education:Bachelor's in Business, Finance, Accounting, Economics, or related field
Skills:Effective communicationInterpersonal skillsProblem solvingProspectingRelationship buildingNegotiating
Certifications:ABA certificationCFA
Languages:EnglishSpanish

Company Brief

Texas Capital Bancshares
Texas Capital Bancshares is the publicly traded parent company of Texas Capital Bank, a full-service financial institution offering commercial banking, treasury management, wealth management, and capital markets services to businesses and individuals in Texas and beyond.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Dallas, United States
Founded: 1998
WebsiteLinkedIn