Product Owner - Private Bank, Retail, Services

Product Owner - Private Bank, Retail, Services Texas Capital Bank - 3.4 Richardson, TX Job Details Full-time 23 hours ago Benefits Wellness program Paid holidays Disability insurance Health insurance Paid time off 401(k) matching Qualifications Requirements specification Requirements design Finance Data structures Systems architecture within technology Agile scheduling Industry knowledge of banking risk management Finance Salesforce Cloud Requirements analysis Industry knowledge of financial regulations Sales management systems proficiency Requirements management Technical writing Agile software development CRM system proficiency Regulatory compliance analysis Project risk management Project stakeholder communication Agile planning Stakeholder management Full 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. Texas Capital Bank is looking for a Product Owner to join our CRM Product Organization. This role sits at the center of strategy and execution — translating Product Manager-defined roadmaps into sprint-level delivery while mentoring and developing Product Leads. The Product Owner is accountable for end-to-end process delivery across multiple concurrent engagements, manages day-to-day relationships with business and technology partners, and ensures every sprint delivers measurable, high-quality outcomes aligned to CRM strategy. Product Strategy & Roadmap Understand and execute against the defined CRM product strategy Support roadmap development with analysis and sizing inputs Maintain the sprint-level roadmap and ensure alignment to the broader domain strategy Prioritize backlog items within approved guardrails and strategic direction Backlog Management & Requirements Own and maintain a healthy, well-prioritized product backlog Write detailed requirements, user stories, and acceptance criteria for all features Partner with Product Leads to author and refine stories ahead of sprint planning Ensure backlog items clearly reflect business needs, technical constraints, and compliance requirements Delivery Accountability Serve as accountable owner for sprint-level delivery outcomes and quality Own end-to-end process delivery for multiple concurrent product engagements Manage risks, issues, and dependencies across active delivery tracks Produce sprint and delivery-level reporting, metrics, and insights for stakeholders Stakeholder & Partner Management Manage day-to-day relationships with business and technology partners Serve as the primary point of contact for requirement clarifications and delivery updates Partner with operational SMEs to ensure solutions meet real-world business needs Coordinate UAT activities, training, and change adoption across impacted teams Data, Platform & Compliance Standards Enforce data and platform standards within sprint delivery Analyze data quality gaps and surface findings to the appropriate stakeholders Embed risk controls and compliance requirements into user stories and acceptance criteria Ensure delivery adheres to enterprise architecture and governance standards People & Team Leadership Mentor and coach Product Leads in requirements writing, backlog hygiene, and delivery execution Provide technical and process guidance to support Product Lead growth Foster a culture of accountability, continuous improvement, and learning within the team Requirements 5+ years of experience in product management, business analysis, delivery management, or a related product/technology role Bachelor's degree in Business, Technology, Finance, or a related field — or equivalent professional experience Demonstrated experience working with CRM systems; Salesforce experience required Proven track record of owning and delivering against a product backlog in an Agile/Scrum environment Experience managing stakeholder relationships across business and technology teams Strong requirements writing skills — ability to produce clear, testable user stories and acceptance criteria Working knowledge of data structures, platform integrations, and system architecture concepts Analytical mindset with the ability to interpret delivery metrics and recommend process improvements Excellent verbal and written communication skills with the ability to adjust for technical and non-technical audiences Ability to manage multiple priorities and concurrent engagements in a fast-paced environment Familiarity with risk, controls, and compliance requirements in a regulated banking or financial services environment Nice to Have Experience with Salesforce Financial Services Cloud (FSC), including data model familiarity with person accounts, financial accounts, and household structures Understanding of FSC features such as Action Plans, Referrals, and Relationship Groups as they apply to banking workflows Prior experience in a financial services firm — banking, wealth management, capital markets, or insurance Familiarity with financial services regulatory requirements and how they translate into product and data controls (e.g., BSA/AML, KYC, Reg E) Experience delivering CRM features in support of relationship banking, commercial lending, treasury, or wealth management business lines Exposure to Salesforce platform governance — permission sets, profiles, data access, and deployment pipelines (sandboxes, change sets, or CI/CD) Experience coaching or mentoring junior product team members (Product Leads, BAs, or Analysts) Salesforce certifications such as Salesforce Certified Administrator, Platform App Builder, or Business Analyst 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.