Texas Capital Bank
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Fintech
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.
Fintech
Drive operational safety in Consumer line of business, manage risks, oversee compliance, support product development, and lead governance analysts.
Fintech
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.
Fintech
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.
Fintech
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.
Fintech
Build and deepen customer relationships through proactive outreach and relationship management. Handle teller transactions, open new accounts, refer customers to relevant banking solutions, and support community outreach and operational duties while ensuring regulatory compliance and excellent customer service.
Fintech
Lead and manage marketing technology initiatives, collaborate with teams to optimize performance, ensure data compliance, and enhance campaign effectiveness.
Fintech
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.
Fintech
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.
24 Days AgoSaved
Fintech
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.
Fintech
Own and operationalize a unified digital insights ‘listening post’ combining tagging, surveys, session replay, and marketing signals. Manage GTM and Quantum Metric tagging governance, ensure data quality, synthesize insights, and translate findings into roadmap and marketing recommendations while coordinating vendors and cross-functional stakeholders.
