Small Business Relationship Manager

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

Manage and grow a small business client portfolio by building trusted relationships, meeting quarterly with clients, and identifying cross-selling opportunities. Analyze client financials and cash flow to structure lending solutions within credit policy, document opportunities in CRM, and present clear recommendations to committees. Drive targets for loan originations, deposit growth, and revenue per relationship while staying compliant with fair lending, BSA, and regulatory requirements.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Texas Capital Bancshares
Texas Capital Bancshares
17 hours ago

Small Business Relationship Manager

✓ Verified Job

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

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

Job Summary

Manage and grow a small business client portfolio by building trusted relationships, meeting quarterly with clients, and identifying cross-selling opportunities. Analyze client financials and cash flow to structure lending solutions within credit policy, document opportunities in CRM, and present clear recommendations to committees. Drive targets for loan originations, deposit growth, and revenue per relationship while staying compliant with fair lending, BSA, and regulatory requirements.
Location: Austin, San Antonio
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 and personalize interactions using client details.
  • •Extract key financial ratios, interpret trends, and understand cash flow to identify viability and seasonal or structural issues.
  • •Document opportunities in CRM, follow up accurately, and prepare tailored product proposals for clients.
  • •Achieve annual targets for loan originations, deposit account growth, and revenue per relationship.
  • •Comply with fair lending, BSA, and regulatory documentation requirements while keeping credit files complete and audit-ready.
Travel: Extensive travel

Pay and Benefits

Perks:Health InsuranceWellness StipendFertility BenefitsLife InsuranceDisability InsuranceRetirement Savings401kPaid LeavePaid Holidays

Key Requirements

  • •Minimum 5 years in commercial or small business banking, including relationship management, credit analysis, or lending.
  • •Minimum 2 years in a client-facing relationship management role.
  • •Demonstrated 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.
Experience:5+ yearsCommercial bankingSmall business bankingRelationship managementLendingCredit analysis
Education:Bachelor's in Business, Finance, Accounting, Economics
Skills:Effective communicationInterpersonal skillsProblem solvingProspectingRelationship buildingNegotiating
Languages:EnglishSpanish
Tech Stack:CRM

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