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The Financial Relationship Consultant establishes and deepens customer relationships through effective banking transactions and relationship management strategies. Responsibilities include understanding customer needs, handling transactions, opening accounts, and promoting bank services to enhance outreach and foster new business opportunities.
The Portfolio Manager II will oversee credit-related responsibilities, manage the underwriting process for mortgage finance, assess risks, and enhance portfolio performance. Responsibilities include monitoring credit quality, conducting risk assessments, partnering with relationship managers, and ensuring top-tier customer service.
The Commercial Card Support Analyst supports Texas Capital Commercial Card clients post-implementation by triaging requests, assisting clients with payment issues, and managing communication with vendors. This role involves collaborating with sales and development teams to enhance client-facing processes and ensuring customer satisfaction.
The Sr. Portfolio Manager oversees credit responsibilities, ensuring effective underwriting and credit assessments. They lead the evaluation of risks, partner with Relationship Managers, and monitor portfolio quality to enhance performance. Efficient communication and innovative client solutions are key aspects of the role.
Establish, retain, and deepen customer relationships by executing relationship management strategies and performing banking transactions. Proactively reach out to customers, handle teller activities, open new accounts, and assist with community events. Adhere to bank policies and regulatory guidelines.
The Senior IAM Analyst will conduct IAM audits, review access control reports, and ensure compliance with security policies. Responsibilities include managing access discrepancies, processing user access requests, and enhancing IAM workflows. This role requires collaboration with various teams and maintaining documentation related to IAM processes.
The Portfolio Manager will oversee credit processes within the Technology, Media, and Telecom line of business, managing the underwriting of credit requests, ensuring portfolio performance, conducting risk assessments, and providing customer service while liaising between Credit and the business line.
The Middle Market Portfolio Manager role focuses on overseeing the underwriting process for credit requests in the Middle Market line of business. Responsibilities include risk assessment, portfolio management, and collaboration with Relationship Managers to ensure optimal credit agreements and customer service.
The Consumer Product Strategy Associate develops frameworks for competitive and market intelligence reporting, executing product and pricing strategies for consumer and wealth offerings, collaborating with various teams to align strategies with market and customer needs, aiming to enhance profitability and growth.
The Sales Operations Analyst will enhance sales processes and workflows, collaborate across departments, manage CRM systems, and provide training to sales teams. They will also assist in developing sales materials, coordinate campaigns, and identify opportunities for process improvements.
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