About this role
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 .
Key Responsibilities
- Partner with the Business Enablement Leader to execute strategic priorities, business initiatives, and organizational objectives.
- Lead complex projects and cross-functional initiatives from planning through implementation, ensuring deliverables, timelines, risks, and stakeholder expectations are effectively managed.
- Partner with leadership to evaluate business processes and functions, identify opportunities for improvement, develop recommendations, and drive implementation of approved solutions.
- Identify and evaluate opportunities to leverage AI, automation, and emerging technologies to improve team effectiveness, streamline processes, and enhance business outcomes.
- Develop and deliver senior executive presentations, briefing materials, and strategic communications that clearly convey complex information, recommendations, and business priorities.
- Coordinate and collaborate with partners across Marketing, Events, Human Resources, Operations, Technology, Finance, Risk, and Line of Business leadership to advance strategic initiatives and business objectives.
- Establish project plans, governance routines, and reporting mechanisms to monitor milestones, manage risks and dependencies, and drive accountability among stakeholders.
- Analyze business performance, operational processes, organizational trends, and key metrics to identify insights, inform decision-making, and recommend actions.
- Facilitate alignment across teams and stakeholders to remove obstacles, resolve issues, and advance strategic priorities.
- Coordinate planning of annual goals and strategic initiatives while managing routines to measure progress and support business performance objectives.
- Coordinate across stakeholders and drive development of materials, recommendations, and executive communications for:
- Quarterly Business Reviews
- Operating Committee meetings
- Strategic Planning Sessions
- Executive Leadership meetings
- Special Project Meetings
- Other key stakeholder meetings
- Partner with Finance & Business Management, Sales Enablement, and other support functions to deliver reporting and performance-related deliverables.
- Support planning and execution of teammate engagement, communication, recognition, training, and culture-building initiatives.
- Serve as a trusted partner to leadership by anticipating needs, proactively addressing challenges, identifying opportunities, and recommending solutions that improve organizational effectiveness.
- Lead special projects and strategic initiatives as assigned by the Business Enablement Leader.
Qualifications
- Bachelor’s degree in finance, business administration, or related field preferred; MBA preferred.
- 4-6 years of experience in banking/financial services; experience working in Commercial Banking or a related business support function preferred.
- Comfortable navigating ambiguity with the ability to independently assess situations, develop solutions, resolve issues, and deliver results.
- Strong interpersonal, partnership, and relationship management skills with the ability to gain buy-in, build consensus, influence without direct authority, and build credibility across the organization.
- Demonstrated experience developing and delivering senior executive presentations that distill complex information into clear, concise, and actionable messages.
- Proficient using Salesforce and Microsoft Office products (Outlook, Word, Excel, PowerPoint); advanced proficiency in Excel and PowerPoint required.
- Experience using Salesforce CRM, Power BI, data visualization tools, and reporting platforms preferred.
- Clear and articulate communicator with executive presence and the ability to effectively engage stakeholders across all levels of the organization.
- Ability to synthesize data, identify opportunities for improvement, develop recommendations, and drive action through implementation.
- Strong project management skills with the ability to lead multiple initiatives simultaneously, manage competing priorities, and deliver results in a fast-paced environment.
- Proactive planning skills with exceptional attention to detail, follow-through, and execution.
- Demonstrated intellectual curiosity, critical thinking, and sound business judgment with the ability to think strategically and execute tactically.
- Self-starter who anticipates needs, takes ownership of outcomes, proactively identifies opportunities, and effectively drives initiatives with minimal direction.
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.