Job Description

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.