Small Business Relationship Manager – Bilingual Spanish

Texas Capital

Bilingual Spanish Small Business Relationship Manager growing loan, deposit, and revenue portfolios for Texas Capital Bank. Serving Texas business clients through financial analysis, tailored proposals, credit structuring, and relationship development.

Posted 8/10/2026full-timeDallas • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong financial acumen and relationship management skills, with a proven ability to analyze financial data, propose tailored solutions, and achieve revenue targets in a client-facing banking environment. Proficient in navigating regulatory requirements and maintaining organized documentation while adapting strategies to meet client needs.

Highest-signal resume keywords

Commercial Banking ExperienceClient Relationship ManagementCredit AnalysisLoan Portfolio ManagementFluent in English and Spanish

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Ratio AnalysisBalance Sheet InterpretationP&L Trend AnalysisCash Flow AnalysisCredit StructuringRegulatory ComplianceCRM DocumentationProduct Proposal PreparationMarket Condition AnalysisRevenue Target Achievement

Soft Skills

Relationship BuildingEffective CommunicationProblem-SolvingAttention to DetailTime ManagementAdaptabilityNegotiatingProspecting

Certifications & Qualifications

Bachelor's Degree in BusinessMBACFAProfessional Banking Certification

Industry Keywords

Community BankingCredit UnionFair LendingBSA ComplianceClient-Facing RoleLoan OriginationsDeposit Account GrowthRevenue Per RelationshipMarket ChallengesAudit-Ready Credit Files

About the role

Key responsibilities & impact

Schedule and conduct in-person or virtual meetings with clients at least quarterly
Personalize client interactions based on knowledge of client businesses, families, and interests
Resolve disputes and concerns through listening and win-win solutions
Build internal advocates by responding to credit and operations teams
Extract key financial ratios and interpret balance sheet and P&L trends
Analyze cash flow and identify seasonal or structural business issues
Understand business models, competitive positions, and growth constraints through probing questions
Document opportunities in CRM and follow up accurately and promptly
Prepare tailored product proposals
Achieve annual targets for loan originations, deposit account growth, and revenue per relationship
Collaborate with product, credit, and treasury teams on objections and market challenges
Propose creative credit structures within credit policy
Document decisions and rationale
Maintain organized, complete, audit-ready credit files
Log client communications in CRM and summarize them in writing
Comply with fair lending, BSA, and regulatory documentation requirements
Present credit recommendations to committees with supporting data
Update clients on market conditions, products, and regulatory changes
Adapt communication and client strategies to client preferences and market conditions
Stay current on regulatory changes and update internal processes
Travel 75%+

Requirements

What you’ll need

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
Community banking or credit union experience preferred
Bachelor's degree in Business, Finance, Accounting, Economics, or related field
MBA, CFA, or professional banking certification preferred
Fluent reading and speaking in both English and Spanish
Relationship building, financial acumen, sales and business development, problem-solving, attention to detail, communication, time management, and adaptability
Effective communication
Interpersonal skills
Prospecting
Negotiating
Ability to travel 75%+

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)