Private Banking Relationship Manager

Texas Capital

Private Banking Relationship Manager managing client loan and deposit products for affluent individuals. Building relationships and providing exceptional customer service within Texas Capital's banking operations.

Posted 4/29/2026full-timeDallas • Texas • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

Build a portfolio through existing relationships, business development and internal referrals from commercial banking partners
Provide loan and deposit products to affluent individuals and families including interim construction loans, mortgages, securities-based lending, private aircraft lending and exclusive deposit products
Partner with teammates to deliver investment management, trust and estate administration, and wealth strategy capabilities to clients
Structure and price credit opportunities in cooperation with local underwriting and credit approval
Manage the portfolio on an on-going basis in conjunction with a Relationship Associate/Lending Assistant
Provide exceptional customer service to clients
Represent Texas Capital Bank in the community
Follow trends in industry and stays current with changes in lending practices

Requirements

What you’ll need

Minimum 9 years relevant banking experience required 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
Proven success in developing, cultivating and maintaining client relationships with increased complexity (size of organization, number of deals, etc.)
Advanced ability to recommend innovative solutions for our clients
Advanced ability to interact negotiate and influence at more senior levels in the organization
Effective team player with ability to work in a fast-paced, highly collaborative environment
Exceptional communication, negotiation and presentation skills
Proficiency in the use of software tools for reports, audits, analysis and presentations
Ability to manage competing priorities on concurrent projects and initiatives

Benefits

Comp & perks

health insurance coverage
wellness program
fertility and family building aids
life and disability insurance
retirement savings plans with a generous 401K match
paid leave programs
paid holidays
paid time off (PTO)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

private bankingcredit structuringloan portfolio managementdeposit productsinvestment managementtrust administrationestate administrationcredit trainingclient loansfinancial analysis

Soft Skills

customer servicerelationship buildingnegotiationinfluenceteam collaborationcommunicationpresentation skillsproblem solvingtime managementadaptability

Certifications

Bachelor's degreeMBAformal credit training