Teams 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.