Bilingual Banking Relationship Specialist - Spanish

Texas Capital Bank; Houston, Northern (TX, KY); Hybrid; USD 38,000 - 48,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility benefits

Life & disability insurance

401K match

Paid leave

Holidays

PTO

Job summary

Texas Capital Bank is seeking a customer‑focused banking professional to establish and deepen relationships with clients, handle deposits and account services, and refer customers to the bank’s broader financial solutions.

The role emphasizes proactive outreach, knowledge of consumer and small business products, and adherence to regulatory guidelines while delivering exceptional service. Strong communication and team collaboration are essential for success.

Qualifications

• Minimum of 2 years banking center experience preferred.
• Knowledge of banking products and services including deposits, lending and other financial services.
• Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word) and Salesforce.

Responsibilities

• Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions.
• Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank.
• Proactive customer outreach that is aligned to our high‑touch / engagement model.
• Proactive phone calls to both existing and prospect customers.
• Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects.
• Handle all banking transaction, teller activity and client requests with exceptional customer experience.
• Open accounts for new walk‑in; coordinate legal account documentation to ensure compliance with all relevant banking regulations.
• Assist in community awareness events to increase bank outreach and foster new business opportunities.
• Assist management with various operational duties and responsibilities.
• Abide by Texas Capital Bank policies, procedures, and regulatory compliance guidelines.

Skills

Customer service

Relationship management

Communication skills

Attention to detail

Banking product knowledge

Tools

Salesforce

Microsoft Office

Job description

Texas Capital Bank is seeking a customer‑focused banking professional to establish and deepen relationships with clients, handle deposits and account services, and refer customers to the bank’s broader financial solutions.

The role emphasizes proactive outreach, knowledge of consumer and small business products, and adherence to regulatory guidelines while delivering exceptional service. Strong communication and team collaboration are essential for success.