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Sr Executive Assistant to OC

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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. 

 

Summary

The Senior Executive Assistant to OC supporting the Head of Commercial Bank is an indispensable, high-visibility role at Texas Capital, providing proactive, high-level administrative and strategic support. This individual serves as a trusted partner and critical enabler — managing complex schedules, facilitating executive communications, coordinating cross-functional projects, and ensuring senior leaders can focus on the strategic priorities that drive the firm's growth.

This role demands exceptional judgment, absolute discretion, and a polished professional presence. The Senior Executive Assistant operates as the central point of contact between Operating Council members and internal and external stakeholders, requiring outstanding communication skills, the ability to anticipate needs, and a commitment to delivering excellence in every interaction. The ideal candidate thrives under pressure, brings a proactive problem-solving mindset, and takes pride in being the organizational backbone behind executive effectiveness at Texas Capital.

Key Responsibilities

  • Serve as the primary point of contact for Head of Commercial Bank, managing relationships with internal leaders, clients, and key stakeholders across assigned lines of business and geographies with professionalism and discretion.

  • Orchestrate complex calendar management for multiple executives — scheduling, prioritizing, and resolving conflicts to ensure the most critical and time-sensitive matters receive appropriate attention.

  • Draft, edit, and prepare high-quality written communications on behalf of leadership, including emails, memoranda, briefing documents, agendas, and executive presentation decks.

  • Coordinate and manage meetings end-to-end — scheduling, distributing agendas, organizing logistics (including catering and A/V setup), capturing minutes, and tracking follow-up action items to completion.

  • Arrange and manage all travel logistics, including itineraries, accommodations, and ground transportation, and process associated expense reports accurately and on time.

  • Coordinate candidate interview scheduling in partnership with Talent Acquisition, aligning availability across multiple executives and ensuring a seamless candidate experience.

  • Screen and direct incoming calls and visitor inquiries with a polished, professional demeanor, identifying purpose and routing to the appropriate party or department.

  • Manage office operations within the executive suite — maintaining supply inventory, overseeing workspace readiness, and ensuring a well-organized, professional environment.

  • Utilize Salesforce to support utilization tracking, reporting, and data entry as required by the business, maintaining accuracy and timeliness of records.

  • Provide proactive support on special projects and strategic initiatives led by Operating Committee members, anticipating needs and delivering solutions before they are requested.

  • Collaborate with and provide backup support to other Executive Assistants across the firm, contributing to broader corporate events and ensuring continuity of executive support across lines of business and geographies.

  • Safeguard confidential and sensitive information at all times, exercising sound judgment and the highest standards of professional integrity in every interaction.

    Qualifications

    • Minimum of 5 years of progressive experience as a Senior Administrative Assistant, or Personal Assistant supporting C-suite or senior executive leadership.

    • Strong proficiency in Microsoft Office Suite — particularly Outlook (calendar management), Excel (data tracking), PowerPoint (executive presentations), and Word (business correspondence).

    • Demonstrated experience managing complex, multi-executive calendars with competing priorities in a fast-paced, high-expectation environment.

    • Experience with Salesforce for utilization tracking, reporting, and data management.

    • Excellent written and verbal communication skills with the ability to draft polished, executive-level correspondence and presentations.

    • Exceptional organizational skills with keen attention to detail and the ability to manage multiple concurrent priorities without sacrificing quality.

    • Proven track record of exercising strong judgment, discretion, and confidentiality when handling sensitive executive and organizational information.

    • Professional demeanor with the ability to interact confidently with senior leaders, board members, clients, and external stakeholders.

    Technical Skills

    • Advanced Microsoft Office Suite Proficiency (Outlook, Word, Excel, PowerPoint, Teams)

    • Executive Calendar & Schedule Management

    • Salesforce Utilization & Reporting

    • Travel & Expense Management Systems (e.g., Concur)

    • Document Preparation & Presentation Design

    • Meeting Technology & Virtual Conferencing Platforms

    • SharePoint & Digital File Management

    Leadership & Interpersonal Skills

    • Executive Presence & Professional Demeanor

    • Discretion, Confidentiality & Sound Judgment

    • Proactive Problem Solving & Anticipation of Needs

    • Stakeholder Communication & Relationship Management

    • Time Management & Multi-Executive Prioritization

    • Adaptability & Composure Under Pressure

    • Cross-Functional Collaboration & Team Support

    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. 

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    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.

    Synthesized from recent postings & public sources

    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?

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    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.

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