Sr Executive Assistant to OC

Reposted 5 Days Ago
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Dallas, TX, USA
In-Office
Senior level
Fintech
The Role
The Senior Executive Assistant provides high-level administrative and strategic support to the Head of Commercial Bank, managing schedules, communications, and projects, ensuring executive effectiveness and organizational effectiveness.
Summary Generated by Built In

 

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.  

 

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. 

 

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). 

 

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. 

 

Summary

The Senior Executive Assistant to OC supporting the Head of Commercial Bank is an indispensable, high-visibility role at Texas Capital, providing proactive, high-level administrative and strategic support. This individual serves as a trusted partner and critical enabler — managing complex schedules, facilitating executive communications, coordinating cross-functional projects, and ensuring senior leaders can focus on the strategic priorities that drive the firm's growth.

This role demands exceptional judgment, absolute discretion, and a polished professional presence. The Senior Executive Assistant operates as the central point of contact between Operating Council members and internal and external stakeholders, requiring outstanding communication skills, the ability to anticipate needs, and a commitment to delivering excellence in every interaction. The ideal candidate thrives under pressure, brings a proactive problem-solving mindset, and takes pride in being the organizational backbone behind executive effectiveness at Texas Capital.

Key Responsibilities

  • Serve as the primary point of contact for Head of Commercial Bank, managing relationships with internal leaders, clients, and key stakeholders across assigned lines of business and geographies with professionalism and discretion.

  • Orchestrate complex calendar management for multiple executives — scheduling, prioritizing, and resolving conflicts to ensure the most critical and time-sensitive matters receive appropriate attention.

  • Draft, edit, and prepare high-quality written communications on behalf of leadership, including emails, memoranda, briefing documents, agendas, and executive presentation decks.

  • Coordinate and manage meetings end-to-end — scheduling, distributing agendas, organizing logistics (including catering and A/V setup), capturing minutes, and tracking follow-up action items to completion.

  • Arrange and manage all travel logistics, including itineraries, accommodations, and ground transportation, and process associated expense reports accurately and on time.

  • Coordinate candidate interview scheduling in partnership with Talent Acquisition, aligning availability across multiple executives and ensuring a seamless candidate experience.

  • Screen and direct incoming calls and visitor inquiries with a polished, professional demeanor, identifying purpose and routing to the appropriate party or department.

  • Manage office operations within the executive suite — maintaining supply inventory, overseeing workspace readiness, and ensuring a well-organized, professional environment.

  • Utilize Salesforce to support utilization tracking, reporting, and data entry as required by the business, maintaining accuracy and timeliness of records.

  • Provide proactive support on special projects and strategic initiatives led by Operating Committee members, anticipating needs and delivering solutions before they are requested.

  • Collaborate with and provide backup support to other Executive Assistants across the firm, contributing to broader corporate events and ensuring continuity of executive support across lines of business and geographies.

  • Safeguard confidential and sensitive information at all times, exercising sound judgment and the highest standards of professional integrity in every interaction.

    Qualifications

    • Minimum of 5 years of progressive experience as a Senior Administrative Assistant, or Personal Assistant supporting C-suite or senior executive leadership.

    • Strong proficiency in Microsoft Office Suite — particularly Outlook (calendar management), Excel (data tracking), PowerPoint (executive presentations), and Word (business correspondence).

    • Demonstrated experience managing complex, multi-executive calendars with competing priorities in a fast-paced, high-expectation environment.

    • Experience with Salesforce for utilization tracking, reporting, and data management.

    • Excellent written and verbal communication skills with the ability to draft polished, executive-level correspondence and presentations.

    • Exceptional organizational skills with keen attention to detail and the ability to manage multiple concurrent priorities without sacrificing quality.

    • Proven track record of exercising strong judgment, discretion, and confidentiality when handling sensitive executive and organizational information.

    • Professional demeanor with the ability to interact confidently with senior leaders, board members, clients, and external stakeholders.

    Technical Skills

    • Advanced Microsoft Office Suite Proficiency (Outlook, Word, Excel, PowerPoint, Teams)

    • Executive Calendar & Schedule Management

    • Salesforce Utilization & Reporting

    • Travel & Expense Management Systems (e.g., Concur)

    • Document Preparation & Presentation Design

    • Meeting Technology & Virtual Conferencing Platforms

    • SharePoint & Digital File Management

    Leadership & Interpersonal Skills

    • Executive Presence & Professional Demeanor

    • Discretion, Confidentiality & Sound Judgment

    • Proactive Problem Solving & Anticipation of Needs

    • Stakeholder Communication & Relationship Management

    • Time Management & Multi-Executive Prioritization

    • Adaptability & Composure Under Pressure

    • Cross-Functional Collaboration & Team Support

    The duties listed above are the essential functions, or fundamental duties within the job classification.  The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer. 

    Skills Required

    • Minimum of 5 years of experience as a Senior Administrative Assistant or Personal Assistant
    • Proficiency in Microsoft Office Suite, particularly Outlook, Excel, PowerPoint, and Word
    • Experience managing complex, multi-executive calendars
    • Experience with Salesforce for tracking and reporting
    • Excellent written and verbal communication skills
    • Strong organizational skills and attention to detail
    • Track record of exercising judgment and confidentiality
    • Professional demeanor and capable of interacting with senior leaders

    Texas Capital Bank Compensation & Benefits Highlights

    The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Texas Capital Bank and has not been reviewed or approved by Texas Capital Bank.

    • Retirement Support A company 401(k) with matching contributions is repeatedly characterized as good, reinforcing the value of the retirement program. Employer match and related financial supports are highlighted as competitive components of the package.
    • Leave & Time Off Breadth PTO and paid holidays are characterized as solid to generous, with accruals that can increase with tenure or vary by level. Time off is frequently cited as a strong element of the overall package.
    • Wellbeing & Lifestyle Benefits Wellness programs, educational assistance, and paid parking expand support beyond core insurance, adding convenience and development value. Ancillary perks complement the standard medical, dental, and vision coverage.

    Texas Capital Bank Insights

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    The Company
    HQ: Dallas, TX
    2,100 Employees
    Year Founded: 1998

    What We Do

    Our expert bankers are committed to helping your business build and grow. Equipped with experience-based insights and a proven record of implementing custom solutions for clients, we can help you with a suite of business lending, investing and financial management services that see you through every step of the way. Our client-centric culture thrives because we attract, develop and engage the most experienced and diverse experts in their fields. Over the years, we've developed a supportive culture that values collaboration, rewards performance and respects the well-being of its team members. We know our people are our greatest asset, so we give them the resources and support they need to be successful. Our personal approach has enabled us to deliver exceptional value for our clients for more than two decades — an achievement we’re proud to continue. Explore a career at Texas Capital Bank: https://www.texascapitalbank.com/who-we-are/careers Texas Capital Bank is a wholly owned subsidiary of Texas Capital Bancshares, Inc. (NASDAQ®: TCBI). For more information, please visit www.texascapitalbank.com. Member FDIC. NASDAQ®: TCBI. Equal Housing Lender. Texas Capital Bank and its subsidiaries are equal opportunity employers and do not discriminate on the basis of any protected trait including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status. Please view our EEO Policy to learn more: https://www.texascapitalbank.com/equal-employment-opportunity-policy

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