Jobs at Texas Capital Bank

The Senior Financial Analyst supports Enterprise Finance by developing forecasts, strategic plans, financial models, reports, and executive presentations. The role performs business and ad hoc analysis, supports annual operating planning, partners with line-of-business leaders, and communicates insights to senior management and the board. Responsibilities include managing concurrent projects, improving finance processes, analyzing data, and contributing to strategic decisions.

Owns commercial credit underwriting and portfolio management for the Middle Market banking segment. Evaluates credit requests, risk ratings, covenant compliance, policy exceptions, portfolio performance, and relationship reviews. Partners with relationship managers on credit agreements, client management, renewals, modifications, and cross-sell opportunities. Leads portfolio reporting, client interactions, site visits, and credit initiatives while coordinating analysts, associates, and internal stakeholders.

Manage fiduciary administration for complex trust accounts, including beneficiary and advisor coordination, discretionary decisions, regulatory compliance, account maintenance, and money movement. Participate in Trust Administrative Committee decisions, support investment management accounts, identify fiduciary business opportunities, and cultivate complex client relationships. The role requires extensive professional fiduciary experience, financial expertise, strong communication, judgment, collaboration, and Salesforce proficiency.

Leads governance and approval of consumer banking communications, ensuring regulatory, legal, brand, and business alignment. Develops customer-focused content, standards, disclosures, templates, validation controls, workflows, and procedures. Partners with legal, compliance, risk, marketing, product, and operations teams; monitors performance metrics, improves communication effectiveness, reduces risk, and presents recommendations to stakeholders and leadership.

Leads commercial credit underwriting and portfolio management for middle-market clients. Oversees credit approvals, risk ratings, covenant compliance, relationship reviews, portfolio reporting, policy exceptions, and post-approval modifications. Partners with relationship managers, analysts, associates, and special assets teams to evaluate risks, negotiate credit agreements, identify cross-sell opportunities, and improve client solutions. Manages client relationships, conducts site visits, monitors economic and industry trends, and leads portfolio initiatives.

Manages commercial banking credit portfolios for the Private Wealth business. Owns underwriting, credit approvals, risk assessments, portfolio reviews, covenant compliance, policy exceptions, reporting, and post-approval modifications. Partners with relationship managers, analysts, associates, and Special Assets to evaluate risks, negotiate credit agreements, identify cross-sell opportunities, and improve client solutions. Provides direct client management, monitors portfolio performance, and analyzes economic and industry trends.

Drive operational safety in Consumer line of business, manage risks, oversee compliance, support product development, and lead governance analysts.

The Senior Relationship Manager develops and manages middle-market commercial banking relationships with companies generating $25 million to $300 million in revenue. Responsibilities include acquiring clients, expanding portfolios, originating loans and deposits, promoting commercial card products, overseeing deals, assessing credit and other risks, delivering financial solutions, and meeting sales and production goals. The role requires strong market networking, financial expertise, credit underwriting knowledge, cross-functional collaboration, and effective pipeline management using Salesforce and Microsoft Office.

Execute email marketing campaigns through content setup, audience segmentation, testing, deployment, quality assurance, and performance monitoring. Maintain Salesforce Marketing Cloud templates, Cloud Pages, subscription lists, deliverability standards, and list hygiene. Support A/B testing, reporting, workflow improvements, documentation, cross-functional campaign alignment, and ad hoc marketing projects.

Lead SFMC and Data Cloud product strategy and execution: translate marketing goals into scalable SFMC solutions, manage platform roadmap and integrations, oversee automations, journeys, data mapping, governance, and campaign delivery while aligning marketing, technology, and analytics teams.

Lead and manage marketing technology initiatives, collaborate with teams to optimize performance, ensure data compliance, and enhance campaign effectiveness.

Manage a portfolio of small business clients through relationship management, credit analysis, loan origination, deposit growth and cross-selling. Conduct regular client meetings, prepare tailored product proposals, ensure audit-ready credit files and regulatory compliance, meet revenue and retention targets, and collaborate with internal teams to structure solutions.

Manage and grow a portfolio of small business clients through relationship management, credit assessment, and cross-selling. Conduct regular client meetings, analyze financial statements and cash flow, prepare tailored product proposals, ensure regulatory/compliance readiness, document activity in CRM, and meet loan origination, deposit growth, and revenue targets. Must be bilingual (English/Spanish) and travel extensively to client locations.

The AVP, Consumer Segment & Lifecycle Strategy Manager will define and execute strategies for customer acquisition, engagement, and retention, leveraging insights and analytics to improve performance across consumer segments.