RM Private Banking II
Texas Capital Bank
- Houston, TX
- Permanent
- Full-time
- 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
- Bachelor’s degree in finance, accounting or business; MBA preferred
- Formal credit training
- Minimum 7 years relevant banking experience with at least five years in private banking preferred
- Experience with private client loans in the $1 million to $25 million range
- Demonstrated ability to build and manage a loan and deposit portfolio
- Proven success building relationships by becoming a trusted advisor to clients
- Excellent communication, negotiation and presentation skills
- Ability to build positive working relationships across the organization
- Proficiency in the use of software tools for reports, audits, analysis and presentations