Financial Center Manager

Texas Capital Bank; Austin (TX); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility aids

Life insurance

Disability insurance

401K match

Paid leave

Paid holidays

PTO

Job summary

Texas Capital Bank seeks an experienced banking leader to oversee a financial center, drive customer satisfaction, and ensure regulatory compliance. You will recruit, train, and advance team members, shape an inclusive culture, and coordinate community engagement within the market.

The role emphasizes growth of small business activity, client referrals across lines of business, and promoting ethical sales while managing budgets and security. Strong leadership experience is essential.

Qualifications

• Bachelor’s degree in Finance, Accounting, or business preferred.
• Minimum of 5 years banking experience with 3 years in a supervisory role.
• Excellent knowledge of bank and branch operations, customer service and sales.
• Strong knowledge of bank products and services.
• Strong financial acumen including Business Banking and Credit Solutions.
• Proven leadership and organizational skills, including effective time management.
• Ability to be influential and establish positive working relationships across the organization.
• Demonstrated ability to establish and achieve strategic goals.
• Effective communication, negotiating, and presentation skills.
• Ability to readily identify needs and requirements, and establish plans and processes to ensure successful results.
• Strong knowledge of legal entity documentation required.
• Take initiative to participate in continued education and management development.
• Proficiency in the use of PC software tools for reports, audits, analysis, and presentations.
• Saturday Banking Support
• Must be able to lift 50 lbs

Responsibilities

• Oversee the operation of a financial center to ensure customer satisfaction and compliance with all laws, regulations, policies and procedures while maintain an ethical sales culture and inclusive environment within their financial center and market
• Responsible for recruiting, retention and training of all team members along with developing the Assistant Financial Center Manager to the next Financial Center Manager
• Responsible for creating an inclusive financial center culture that provides an environment for team members to thrive
• Support and coordinate CRA and Community Engagement activities within core market
• Oversee Branch Small Business Activity within market to drive new business acquisition and deepen existing relationships
• Ability to identify clients needs and refer them to the appropriate line of business
• Maintain a properly trained team and provide guidance, support and conflict resolution to team members, which includes adhering to Texas Capital Bank guidelines, policies and procedures and applicable laws
• Coordinate operational issues including automation and equipment needs, workflow and transaction integrity
• Maximize the growth and profitability of the branch through ethical sales, deepening existing client relationships, various line of business partner support and influential leadership
• Assisting commercial, private wealth and treasury officers with client and prospecting calls
• Required to perform all duties necessary for operating an efficient financial center including but not limited to teller transactions (Withdrawals, Deposits, Wires, etc…) and all banker functions
• Act as a liaison with various internal business partners to facilitate client onboarding
• Lead in community awareness events to increase bank outreach and foster new business opportunities
• Foster an environment within the banking center that assures exceptional customer service
• Interview and hire qualified candidates upon event of financial center staff vacancies
• Maintain proper security with the financial center to protect employees and bank assets
• Ensure responsible management of financial center budget

Education

Bachelor’s degree in Finance, Accounting, Business

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 banks 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.

Responsibilities

• Oversee the operation of a financial center to ensure customer satisfaction and compliance with all laws, regulations, policies and procedures while maintain an ethical sales culture and inclusive environment within their financial center and market
• Responsible for recruiting, retention and training of all team members along with developing the Assistant Financial Center Manager to the next Financial Center Manager
• Responsible for creating an inclusive financial center culture that provides an environment for team members to thrive
• Support and coordinate CRA and Community Engagement activities within core market
• Oversee Branch Small Business Activity within market to drive new business acquisition and deepen existing relationships
• Ability to identify clients needs and refer them to the appropriate line of business
• Maintain a properly trained team and provide guidance, support and conflict resolution to team members, which includes adhering to Texas Capital Bank guidelines, policies and procedures and applicable laws
• Coordinate operational issues including automation and equipment needs, workflow and transaction integrity
• Maximize the growth and profitability of the branch through ethical sales, deepening existing client relationships, various line of business partner support and influential leadership
• Assisting commercial, private wealth and treasury officers with client and prospecting calls
• Required to perform all duties necessary for operating an efficient financial center including but not limited to teller transactions (Withdrawals, Deposits, Wires, etc…) and all banker functions
• Act as a liaison with various internal business partners to facilitate client onboarding
• Lead in community awareness events to increase bank outreach and foster new business opportunities
• Foster an environment within the banking center that assures exceptional customer service
• Interview and hire qualified candidates upon event of financial center staff vacancies
• Maintain proper security with the financial center to protect employees and bank assets
• Ensure responsible management of financial center budget

Qualifications

• Bachelor’s degree in Finance, Accounting, Business or the equivalent preferred
• Minimum of 5 years banking experience with three years in a supervisory role
• Excellent knowledge of bank and branch operations, customer service and sales
• Strong knowledge of bank products and services
• Strong financial acumen including Business Banking and Credit Solutions
• Proven leadership and organizational skills, including effective time management
• Ability to be influential and establish positive working relationships across the organization
• Demonstrated ability to establish and achieve strategic goals
• Effective communication (both verbal and written), negotiating, and presentation skills
• Ability to readily identify needs and requirements, and establish plans and processes to ensure successful results
• Strong knowledge of legal entity documentation required
• Take initiative to participate in continued education and management development
• Proficiency in the use of PC software tools for reports, audits, analysis, and presentations
• Saturday Banking Support
• Must be able to lift 50 lbs

The duties listed above are the essential functions, or fundamental duties within the job classification. 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. TexasCapital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.

Texas Capital is an Equal Opportunity Employer.

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 banks at a scale that makes sense 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. Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies