Diversified Industries Relationship Manager

Texas Capital Bancshares
Dallas, Plano, Austin, Houston, San Antonio
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 7-10 yearsEducation: bachelorsSkills: ["Client relationship management","Communication","Negotiation","Presentation","Credit analysis"]

Develop and manage a portfolio of diversified banking relationships across multiple industries. Identify, attract, and onboard new clients, grow existing relationships, and uncover cross-sell opportunities across loans, deposits, treasury management, and specialized offerings. Perform financial analysis and due diligence to assess creditworthiness, structure loan facilities, and present credit proposals. Negotiate product terms, advise clients with market insights, coordinate with internal partners, and represent the bank at industry events.

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FursaFursa
Texas Capital Bancshares
Texas Capital Bancshares
4 days ago

Diversified Industries Relationship Manager

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Last checked: 18 hours agoStatus: Live

Job Summary

Develop and manage a portfolio of diversified banking relationships across multiple industries. Identify, attract, and onboard new clients, grow existing relationships, and uncover cross-sell opportunities across loans, deposits, treasury management, and specialized offerings. Perform financial analysis and due diligence to assess creditworthiness, structure loan facilities, and present credit proposals. Negotiate product terms, advise clients with market insights, coordinate with internal partners, and represent the bank at industry events.
Location: Dallas, Plano, Austin, Houston, San Antonio
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Develop and execute strategies to identify, attract, and onboard new diversified banking clients.
  • •Manage and grow an existing portfolio by understanding client needs and delivering tailored financial solutions.
  • •Proactively identify cross-sell opportunities across loans, deposits, treasury management, and other offerings.
  • •Conduct financial analysis and due diligence to assess creditworthiness and structure loan facilities; prepare and present credit proposals.
  • •Negotiate terms and conditions, provide strategic financial guidance, coordinate with internal partners, and represent the bank at industry events.

Pay and Benefits

Perks:Health InsuranceWellness StipendFertility BenefitsLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

  • •Bachelor’s degree in Finance, Business Administration, Economics, or related field; MBA preferred.
  • •7-10 years of experience in corporate banking relationship management in diversified industries.
  • •Strong understanding of diversified banking products and services (e.g., C&I loans, real estate, treasury management, trade finance).
  • •Exceptional credit analysis and underwriting skills, including ability to originate, structure, and close complex commercial transactions.
  • •Excellent communication, negotiation, and client relationship management skills; ability to build internal partnerships.
Experience:7-10 yearsCorporate bankingCommercial banking
Education:Bachelor's in Finance, Business Administration, Economics (or related field)
Skills:Client relationship managementCommunicationNegotiationPresentationCredit analysis
Certifications:FINRA license

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