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.
Responsibilities:
- Managing all aspects of fiduciary administration for assigned accounts including, but not limited to, serving as liaison among beneficiaries, co-trustees, investment advisors, tax preparers, legal department, operations personnel, customer’s trusted advisors, and the like.
- Exercising professional judgement when making discretionary decisions, managing risk, and interpreting applicable documents, regulations, and policies. Working with Trust RMs, Fiduciary Management, and Legal to reach solution on the best interest of the beneficiaries.
- Participating in Trust Administrative Committee meetings as a valuable and voting member.
- Ensuring compliance with terms of the governing documents, laws and regulations, and Texas Capital policies and procedures.
- Collaborating with Private Bank partners to identify and develop new fiduciary business opportunities and expand existing relationships.
- Keen understanding specialized fiduciary account opening and closing maintenance, money movement, supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance.
- Delivering timely and high-quality experience to interactions with customers, prospects, and their trusted advisors.
Qualifications:
- Minimum 10 years' experience with a trust company or financial institution focusing on professional fiduciary services.
- Bachelor’s degree in finance, Accounting, Real Estate, Commercial Banking or related field preferred
- Formal Credit training program or equivalent work experience
- Strong communication skills, both verbal and written, to properly service our customers, beneficiaries, internal partners, and third parties from various backgrounds and experience.
- Resourceful and able to take initiative.
- Collaborates with and assists other Trust Relationship Managers. Effective team player with the ability to work in a fast-paced, highly collaborative environment.
- Ability to manage competing responsibilities, anticipate business needs, and access the necessary tools and resources.
- Strong ability to develop, cultivate and maintain client relationships with increased complexity.
- Strong ability to interact, negotiate and influence at more senior levels of the organization.
- Demonstrates expected utilization of Salesforce and drives towards critical metrics.
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 10 years of experience with a trust company or financial institution focused on professional fiduciary services
- Bachelor’s degree in finance, accounting, real estate, commercial banking, or a related field
- Formal credit training program or equivalent work experience
- Strong verbal and written communication skills
- Resourcefulness and ability to take initiative
- Ability to collaborate effectively and work in a fast-paced environment
- Ability to manage competing responsibilities and anticipate business needs
- Ability to develop and maintain complex client relationships
- Ability to interact, negotiate, and influence senior organizational levels
- Demonstrated use of Salesforce and focus on critical metrics
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.
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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.
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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.
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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
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
