Private Banking Relationship Manager

Texas Capital; Texas; On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

Health insurance

401K plan with company match

Paid leave & holidays

Paid time off (PTO)

Wellness program

Job summary

Texas Capital is seeking an experienced private banking professional to build and manage a high-net-worth client portfolio in Wisconsin. You will provide bespoke loan and deposit solutions, coordinate with investment management and trust teams, and maintain strong client relationships across the full wealth spectrum.

The role emphasizes credit structuring, cross-selling wealth services, and proactive relationship management in a fast-paced environment with a commitment to exceptional client

Qualifications

• Minimum 9 years banking experience with private banking focus.
• Bachelor's degree in Finance or related field; MBA preferred.
• Formal credit training and experience with high-value private client loans.

Responsibilities

• Build a portfolio through relationships and referrals from commercial banking partners.
• Provide loan and deposit products to affluent individuals and families, including large private client loans.
• Collaborate with team to deliver investment management, trust and estate services.
• Structure and price credit opportunities with local underwriting and credit approval.
• Manage portfolio on an ongoing basis with support from team members.
• Deliver exceptional client service and represent the bank in the community.
• Stay current with lending practices and industry trends.

Skills

Relationship management

Credit analysis

Portfolio management

Financial advisory

Client relationships

Education

Bachelor's degree in Finance

Job description

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.

Texas Capital provides a variety of benefits to colleagues, including 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, and paid time off (PTO).

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.

Responsibilities

• 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

Qualifications

• 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.

The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.