Job Vacancy RM Private Banking Texas Capital Bank


Job title: RM Private Banking

Company: Texas Capital Bank

Job description: The bank’s Private Wealth Advisors team provides comprehensive wealth management services including wealth strategy, investment management, trust and estate administration and concierge private banking. Our private bankers are responsible for building and managing a portfolio of clients by positioning the full capabilities of the team. They personally deliver loan and deposits solutions, and partner with teammates to deliver wealth strategy, investment and trust and estate solutions

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

  • Bachelor’s degree in finance, accounting or business; MBA preferred
  • Formal credit training
  • Minimum 10 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

Expected salary:

Location: Texas

Job date: Fri, 24 Jun 2022 05:27:31 GMT

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