Client Relationship Banker

Texas-Capital-Bank; Dallas (TX); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health insurance

401K match

Paid time off

Paid holidays

Job summary

Texas Capital Bank is seeking a client-focused banking professional to establish, retain and deepen customer relationships through proactive relationship management and accurate banking transactions. You will uncover customer needs, refer them to the bank's solutions and work with a high-touch engagement model.

The role emphasizes customer service, attention to detail and teamwork across the bank. Duties include open accounts for walk-ins, coordinate legal documentation, and assist in community

Qualifications

• Minimum of 2 years banking center experience preferred, including customer service, relationship management and cash handling.
• Knowledge of banking products and services including deposits, lending and other financial services.
• Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently.
• Professional experience anticipating common customer concerns and analyzing procedures for improvements.

Responsibilities

• Establish, retain and deepen customer relationships with high-touch service.
• Uncover customer needs and refer to bank solutions and experts.
• Proactive outreach to existing and prospective customers.
• Handle banking transactions with accuracy and timeliness.
• Open accounts for walk-ins and coordinate required documentation.
• Assist in community outreach events to promote bank services.

Skills

Customer service

Relationship management

Cash handling

Multitasking

Communication skills

Team-oriented

Problem solving

Attention to detail

Phone communication

Tools

Microsoft Excel

Salesforce

CRM systems

Job description

Texas Capital Bank is seeking a client-focused banking professional to establish, retain and deepen customer relationships through proactive relationship management and accurate banking transactions. You will uncover customer needs, refer them to the bank's solutions and work with a high-touch engagement model.

The role emphasizes customer service, attention to detail and teamwork across the bank. Duties include open accounts for walk-ins, coordinate legal documentation, and assist in community