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.
Responsibilities:
Support the planning and coordination of Corporate and Investment Banking events, including Family Office programs, equity research conferences, and non-deal roadshows
Collaborate with Line of Business teams and Business Enablement lead to understand event objectives and translate them into operational execution plans, while providing input on agendas and event strategy
Coordinate multi-city non-deal roadshow logistics including venue selection, investor meeting schedules, travel arrangements, and on-site management to maximize client exposure and engagement
Manage event logistics including venue coordination, travel arrangements, attendee management, and on-site support
Serve as primary point of contact for event vendors; manage contracts, timelines, and deliverables in partnership with Event Planners
Assist with client selection and nomination process leveraging Salesforce and other CRM tools to help ensure high quality attendees at Corporate and Investment banking events
Maintain full ownership of event materials including name tags, signage, agendas, giveaways, and printed collateral, ensuring accuracy, quality, and readiness
Coordinate registration, attendee communications, and digital engagement using event management platforms
Support the creation and distribution of marketing materials and event assets that promote brand awareness and event attendance
Track and monitor event budgets, expenses, and vendor invoices to ensure cost-effective planning and delivery
Maintain and update the events calendar to align with broader Corporate and Investment Banking initiatives
Ensure brand consistency and high-quality execution across all event materials and client touchpoints
Gather, organize, and analyze post-event feedback and performance data to generate insights for future planning
Provide clear, timely communication to all internal stakeholders regarding event status, logistics, and updates
Support the development of event strategies that expand brand visibility and deepen engagement with key clients and prospects
Qualifications:
Bachelor's degree in Marketing, Communications, Business, Finance, or a related field (or equivalent experience)
Minimum 3 years of experience in event coordination, planning, or event execution; experience in financial services or banking is strongly preferred
Strong organizational skills and meticulous attention to detail
Excellent written and verbal communication skills with ability to interact professionally across multiple levels
Ability to manage multiple tasks, competing deadlines, and priorities in a fast-paced environment
Proficiency with event management tools and platforms (Cvent, Stova, Salesforce, Excel) a plus
Collaborative team player with a positive attitude and willingness to learn
Comfortable with travel to support on-site event execution and client engagement
High energy, proactive problem-solver with composure and adaptability when managing change and ambiguity
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.
