About the 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.
Brief Overview of Position
The role is responsible for defining and executing consumer segmentation and lifecycle strategies that drive acquisition, engagement, retention, and long‑term customer value. This role brings together customer insights, portfolio analysis, and lifecycle planning to ensure differentiated value propositions and experiences are delivered across defined consumer segments.
The AVP partners closely with Marketing, Product, Analytics, Experience, and other teams to translate data and insights into actionable strategies and initiatives. This role plays a key function in shaping go‑to‑market approaches, optimizing customer journeys, and improving segment‑level performance through a disciplined, insight‑driven approach.
Responsibilities
Consumer Segmentation & Value Proposition
Continuously manage and refine the consumer segmentation framework and process to ensure customers are aligned to the appropriate segments and value propositions, including both personal and business customers
Support portfolio optimization efforts, including customer and account realignment, to improve customer experience and platform efficiency
Partner with Product and Marketing teams to define and evolve differentiated value propositions by segment
Lifecycle & Go to Market Execution
Develop and execute lifecycle strategies across consideration and acquisition, product activation and cross-sell and retention and win-back phases ensuring clarity and consistency across channels
Develop and execute test‑and‑learn initiatives to refine messaging, channels, and engagement tactics
Manage the customer communication calendar to ensure coordinated, relevant, and well‑timed outreach
Leverage data and insights to improve conversion, product adoption, and retention outcomes by segment
Establish target recommendations for product penetration and engagement, informed by customer behavior and performance trends
Insights, Analytics & Voice of Customer
Own the consumer Voice of Customer (VoC) and market insights approach, incorporating customer feedback, engagement data, and competitive perspectives
Monitor trends and performance to support continuous improvement of segment and lifecycle strategies
Translate insights into clear, actionable recommendations to inform prioritization and decision‑making
Cross‑Functional Partnership & Governance
Collaborate across Product, Marketing, Analytics, Governance and Experience to align initiatives to segment and lifecycle priorities
Support referral, cross‑engagement, and cross‑sell efforts in partnership with business stakeholders
Qualifications
7+ years of experience in consumer banking, financial services, strategy, marketing, or customer experience
Experience developing or supporting segmentation, lifecycle, or go‑to‑market strategies
Strong analytical and problem‑solving skills, with the ability to interpret data and generate insights
Clear, effective communicator with strong written, verbal, and presentation skills
Proven ability to work in a highly collaborative, cross‑functional environment
Highly organized, adaptable, and comfortable managing multiple priorities
Strong proficiency in Microsoft Excel, PowerPoint, and Word
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.
Aplyr's read
Texas Capital Bank thrives on relationship banking, offering tailored financial services. It's a hub for professionals seeking growth in a dynamic banking environment.
What's promising
- •Strong focus on relationship banking enhances client satisfaction and retention.
- •Recent roles indicate a commitment to innovation and technology integration.
- •Expanding presence in Dallas/Fort Worth highlights regional growth opportunities.
What to watch
- •Highly competitive banking industry may pressure profit margins.
- •Limited public information about diversity and inclusion initiatives.
- •Economic downturns could impact lending and investment services.
Why Texas Capital Bank
- •Specialized roles in AI and risk analytics suggest a tech-forward approach.
- •Emphasis on homebuilder and community finance reflects niche market focus.
- •Offers a blend of traditional banking and innovative financial solutions.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Texas Capital Bank
Texas Capital Bank is a commercial bank that provides a range of financial services to individuals, businesses, and institutions. The bank focuses on relationship banking and offers services such as lending, treasury management, and investment services.
