Texas Capital

Account Manager

• Manage a portfolio of corporate, franchised and branded retail clients, serving as the primary contact for C-suite executives and decision-makers.
• Develop customized financial solutions based on client needs, leveraging industry knowledge and market insights. Primarily focusing in the franchise and consumer retail industries.
• Drive growth by identifying new opportunities and deepening relationships within the existing client base.
• Partner with internal teams to cross-sell products such as treasury management, credit, and investment banking services.
• Work closely with credit teams to structure, underwrite, and monitor deals, ensuring strong credit quality and compliance.
• Mentor Analysts and Associates, providing guidance on technical skills, client management, and professional growth.
• Conduct regular reviews and maintain high levels of client engagement to deliver exceptional experiences.
• Lead client pitches, negotiations, and presentations to secure new business and expand relationships.
• Ensure adherence to all regulatory requirements, risk frameworks, and internal policies.
• Foster a collaborative, high-performing culture within the Corporate Banking team, contributing to overall success.

Relationship Manager – Franchise Finance

Compliance

• This job works collaboratively to support risk and compliance assessment activities of Texas Capital across a broad range of frameworks.
• Serve as 2LOD Compliance Advisory Partner to Treasury Solutions
• Serve as 2LOD Compliance Subject Matter Expert in areas such as: Fintech, Cryptocurrency, and AI Governance
• Support the Privacy Program as needed including implementation of CFPB 1033 Personal Financial Data Rights Rule and CCPA
• Partner with the organizational risk and business partners, legal, technology, and frontline teams to meet the mission requirements in a manner consistent with the enterprise risk appetite.
• Act as both trusted risk manager/partner and credible 2LOD risk independent challenge professional to support our businesses.
• Maintain contribute to the data integrity for core risk reference data, such as Business Hierarchy, Products and Services inventory, Business Processes inventory, Risk Taxonomy, Control Taxonomy, and other risk drivers such as third parties and technology applications.
• Review and provide independent challenge to risk assessments and other materials
• Participate in the development, maintenance, review and challenge of Policies and Programs
• Assist with communicating relevant issues and scope information across business lines as appropriate.
• Perform other duties or projects as assigned.

VP, Payments Compliance Officer

• Serve as the primary contact for C-suite executives and decision-makers across a portfolio of healthcare clients, ensuring high levels of engagement and satisfaction.
• Develop and execute a disciplined calling strategy and client acquisition pipeline to expand the bank’s presence in the healthcare sector.
• Leverage deep industry knowledge to deliver customized banking solutions, including credit, treasury, and capital markets products.
• Partner with internal teams to structure and execute deals, cross-sell products, and deliver comprehensive financial support.
• Work closely with credit teams to underwrite and monitor transactions, proactively identifying and managing risk.
• Lead client pitches, negotiations, and presentations to secure new business and expand existing relationships.
• Mentor junior talent, fostering a collaborative and high-performing culture within the Corporate Banking team.
• Ensure adherence to regulatory requirements, internal policies, and risk frameworks.

Corporate Banking Relationship Manager – Healthcare

Manager

• Oversight of credit related responsibilities for the Analysts and Associates, including financial statement spreading and validation of various underwriting models
• Responsible for risk rating assessment and periodic relationship reviews
• Partner with Relationship Manager in credit agreement review and negotiation
• Ownership of all credit approvals (new customers, modifications, renewals, increases, risk assessments)
• Identification of key risks and issues pertinent to each credit request, including potential mitigants for identified risks
• Ownership of policy exception identification
• Direct and manage portfolio reviews
• Validate covenant compliance and covenant management
• Ownership of post-approval modifications to ensure accurate reporting of credit exposure
• Client management, including assisting of day-to-day needs, contact meetings, and site visits
• Direct client contact is expected
• Client management in SalesForce
• Oversight and in-depth analysis of macroeconomic conditions, industry trends and changes in lending practices
• Ownership of portfolio reporting and analytics: grade-migration, past-dues, exceptions, coming-due maturities, etc
• Identify cross-sell opportunities
• Lead and/or support key initiatives to drive improvements in the delivery of credit solutions for clients and prospects

Portfolio Manager, ABL

Business Analyst

• Partner with stakeholders across banking verticals to gather, document, and prioritize business and data requirements
• Translate complex business processes into user stories and functional specifications for Salesforce and FSC
• Collaborate with Product Owners, Developers, and QA to ensure successful delivery of CRM and reporting capabilities
• Design and support dashboards, reports, and data visualizations using Salesforce Reports, CRM Analytics, and other tools
• Conduct data analysis to identify trends, gaps, and opportunities for process improvement
• Support UAT planning, execution, and defect resolution
• Maintain documentation including process flows, data mappings, and training materials
• Serve as a subject matter expert on Salesforce, FSC, and CRM reporting best practices
• Monitor CRM adoption, data quality, and user feedback to inform future enhancements

CRM Business Analyst – Sales Enablement

Client Services Representative

• A trusted member of the client team and deeply connected to deliver the growth and success of an assigned portfolio
• Lead end-to-end onboarding and maintenance activities for new and existing clients
• Act with a sense of urgency and exceed expectations often by over-communicating
• Provide exceptional client service and flawless execution on client requests
• Take ownership of client escalations (e.g., technology and service issues) and collaborate with operational and internal teams to ensure effective resolution
• Engage professionally in person, via email, and on the phone to assist with every client need or issue
• Maintain diligent awareness of risk to recognize fraudulent transactions
• Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction
• Identify and document new business opportunities for referral to banker or product specialist
• Independently review all entity documents, open and link accounts as needed
• Seek process improvements and generate innovative ideas to streamline processes/transactions
• Demonstrate the ability to work in an agile environment

Relationship Manager – Franchise Finance

VP, Payments Compliance Officer

Corporate Banking Relationship Manager – Healthcare

Portfolio Manager, ABL

CRM Business Analyst – Sales Enablement

Client Service Officer