Texas Capital

Manager

• Plan and coordinate all aspects of hunting retreats including date selection, guest and host confirmations, vendor contracts, and project timelines
• Manage relationships with all retreat vendors (Chef, hunting guides, cleaning, transportation, property management) to ensure timely execution of statements of work and service delivery
• Oversee guest and host communications throughout the retreat lifecycle, including registration, confirmations, logistics details, and post-event follow-up
• Coordinate all travel logistics including aircraft arrangements and ground transportation
• Maintain comprehensive guest and host information including assignments, dietary needs, and travel details; communicate relevant information to all stakeholders
• Serve as primary point of contact during each retreat to troubleshoot issues, manage stakeholder needs, and ensure smooth day-to-day operations
• Travel to the retreat location as needed to provide on-site coordination, support, and oversight during events
• Execute post-event activities including client thank yous, feedback collection, and debrief sessions with hosts to capture insights for continuous improvement

Experience Manager

Events

• Support the planning and coordination of Corporate and Investment Banking events, including Family Office programs, equity research conferences, and non-deal roadshows
• Collaborate with Line of Business teams and Business Enablement lead to understand event objectives and translate them into operational execution plans, while providing input on agendas and event strategy
• Coordinate multi-city non-deal roadshow logistics including venue selection, investor meeting schedules, travel arrangements, and on-site management to maximize client exposure and engagement
• Manage event logistics including venue coordination, travel arrangements, attendee management, and on-site support
• Serve as primary point of contact for event vendors; manage contracts, timelines, and deliverables in partnership with Event Planners
• Assist with client selection and nomination process leveraging Salesforce and other CRM tools to help ensure high quality attendees at Corporate and Investment banking events
• Maintain full ownership of event materials including name tags, signage, agendas, giveaways, and printed collateral, ensuring accuracy, quality, and readiness
• Coordinate registration, attendee communications, and digital engagement using event management platforms
• Support the creation and distribution of marketing materials and event assets that promote brand awareness and event attendance
• Track and monitor event budgets, expenses, and vendor invoices to ensure cost-effective planning and delivery
• Maintain and update the events calendar to align with broader Corporate and Investment Banking initiatives
• Ensure brand consistency and high-quality execution across all event materials and client touchpoints
• Gather, organize, and analyze post-event feedback and performance data to generate insights for future planning
• Provide clear, timely communication to all internal stakeholders regarding event status, logistics, and updates
• Support the development of event strategies that expand brand visibility and deepen engagement with key clients and prospects

Events Coordinator

Marketing

• Lead all marketing projects and activities for Bask Bank brand.
• Lead all marketing projects and activities for Texas Capital Bank Small Business banking.
• Traffic assigned Bask Bank and Texas Capital Bank Small Business media assets through the project management process.
• Collaborating with the Line of Business and Product teams, manage the marketing strategy for Bask Bank and Texas Capital Bank Small Business.
• Utilize technology to ensure all projects are tracked correctly and managed to completion.
• Partner across marketing and compliance teams to ensure that audience selection meet regulatory standards and act as a key liaison for our third-party agency in those discussions.
• Draft correspondence and presentation materials.
• Maintain appropriate records, files, and documentation.
• Provide backup to other team members as needed.

Marketing Coordinator

• 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
• Partner with Special Assets Group for credit requests (as needed)
• Lead and/or support key initiatives to drive improvements in the delivery of credit solutions for clients and prospects

Experience Manager

Events Coordinator

Marketing Coordinator

Portfolio Manager