Private Banking Relationship Manager

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Last checked: 2 hours agoStatus: Live

Job Summary

Build and grow an affluent client portfolio by developing relationships and leveraging referrals from commercial banking partners. Provide a full range of private banking loan and deposit solutions, including mortgages, interim construction loans, securities-based lending, and private aircraft lending. Partner with internal teams to deliver investment management, trust and estate administration, and wealth strategy, while structuring and pricing credit opportunities and managing the portfolio over time.

Location: Houston, San Antonio

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Build a portfolio through existing relationships, business development, and internal referrals.
•Provide loan and deposit products to affluent individuals and families, including interim construction loans, mortgages, and securities-based lending.
•Partner with teammates to deliver investment management, trust and estate administration, and wealth strategy capabilities.
•Structure and price credit opportunities with local underwriting and credit approval.
•Manage the portfolio on an ongoing basis and provide exceptional customer service, while representing the bank in the community.

Pay and Benefits

Perks:Health InsuranceWellness StipendFertilityLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

•Minimum 9 years relevant banking experience, 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 and cultivate complex client relationships.

Experience:9+ yearsPrivate banking

Education:Bachelor's

Skills:CommunicationNegotiationPresentationRelationship buildingTeamwork

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: 2 hours agoStatus: Live

Job Summary

Location: Houston, San Antonio

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Build a portfolio through existing relationships, business development, and internal referrals.
•Provide loan and deposit products to affluent individuals and families, including interim construction loans, mortgages, and securities-based lending.
•Partner with teammates to deliver investment management, trust and estate administration, and wealth strategy capabilities.
•Structure and price credit opportunities with local underwriting and credit approval.
•Manage the portfolio on an ongoing basis and provide exceptional customer service, while representing the bank in the community.

Pay and Benefits

Perks:Health InsuranceWellness StipendFertilityLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

•Minimum 9 years relevant banking experience, 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 and cultivate complex client relationships.

Experience:9+ yearsPrivate banking

Education:Bachelor's

Skills:CommunicationNegotiationPresentationRelationship buildingTeamwork

Company Brief

Texas Capital Bancshares

Industry: Banking

Website