Small Business Specialist

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. 

The Small Business Specialist at Texas Capital Bank is responsible for supporting the execution of the Retail Banking Small Business Deposit and Lending Program. This role is a key position within Texas Capital Banks Retail Banking Division. In this role the Small Business Specialist is expected to deliver on all sales goals including acquisition, deposit growth, lending and revenue within the Retail Banking Small Business segment. This role reports directly to the Small Business Development Officer.   

Responsibilities:

• Serve as subject matter expert and strategic leader for the small business segment across retail banking; drive execution of process improvements, performance initiatives, and market expansion strategies aligned with bank objectives.
• Execute small business development strategy and performance across all financial centers and markets; lead the execution of sales targets and accountability for client acquisition, deposit growth, loan growth, and revenue expansion.
• Develop and implement business development plans that position the bank competitively in the small business market; identify market opportunities, emerging trends, and competitive threats.
• Partner closely with consumer product, credit, compliance, and community development teams to align strategies, streamline processes, and optimize the small business value proposition.
• Drive new small business client acquisition through prospecting, networking, and relationship development with business owners, referral partners (accountants, attorneys, business associations), and community organizations.
• Build and maintain strategic partnerships with external stakeholders to generate leads, expand market reach, and accelerate business development across all markets.
• Monitor sales pipeline, forecast performance, and implement corrective actions to ensure achievement of growth targets.
• Develop and deliver high-impact training programs on small business products, solutions, sales techniques, and compliance requirements for retail leadership and associates.
• Coach and