Sr. Relationship Manager Corporate - Fintech Banking

Texas Capital Bancshares
Dallas, Austin, New York, Chicago, Los Angeles
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Analytical skills","Risk management","Client management","Mentorship","Results-oriented"]

Own and grow relationships with high-growth fintech clients by originating new business and serving as the primary contact for C-suite decision makers. Partner with internal lending, investment banking, and treasury teams to cross-sell multi-product solutions, while overseeing risk and credit processes. Lead client pitches, negotiations, and presentations to secure and expand business, ensuring compliance with regulatory requirements. Mentor analysts and associates to develop client management and technical skills.

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Texas Capital Bancshares
Texas Capital Bancshares
1 month ago

Sr. Relationship Manager Corporate - Fintech Banking

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Job Summary

Own and grow relationships with high-growth fintech clients by originating new business and serving as the primary contact for C-suite decision makers. Partner with internal lending, investment banking, and treasury teams to cross-sell multi-product solutions, while overseeing risk and credit processes. Lead client pitches, negotiations, and presentations to secure and expand business, ensuring compliance with regulatory requirements. Mentor analysts and associates to develop client management and technical skills.
Location: Dallas, Austin, New York, Chicago, Los Angeles
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Director level

Key Responsibilities

  • •Manage a portfolio of high-growth fintechs as the primary contact for C-suite executives and decision makers.
  • •Lead business development efforts to originate new relationships and contribute to lending, deposits, and fee goals.
  • •Develop tailored solutions using industry knowledge and market insights to meet client needs.
  • •Collaborate with internal teams to cross-sell multi-product solutions and build deeper client relationships.
  • •Work with credit and internal stakeholders to structure, underwrite, monitor transactions, and ensure compliance with regulatory requirements.

Pay and Benefits

Perks:Health InsuranceWellness Stipend401kPaid Leave

Key Requirements

  • •Bachelor’s degree in business, finance, accounting, economics, or related field/experience; advanced degree or certification preferred.
  • •Minimum of 5 years of relevant industry and product experience.
  • •Strong understanding of fintech, capital markets, credit and lending principles, financial analysis, modeling, and risk management.
  • •Excellent analytical skills to evaluate complex financial data, including transaction structures and legal documentation.
  • •Demonstrated business origination/sales experience with well-developed business connections and a track record of delivering against goals; FINRA 63 and 79 preferred, or required within 120 days.
Experience:5+ yearsFintechCapital marketsCreditLending
Education:Bachelor's
Skills:Analytical skillsRisk managementClient managementMentorshipResults-oriented
Certifications:FINRA 63FINRA 79

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