Financial Center Manager

Texas Capital Bank; Fort Worth (TX); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Paid time off (PTO)

Paid holidays

Job summary

Texas Capital Bank is seeking an experienced Branch Manager to lead a financial center, ensuring exceptional customer service and regulatory compliance. You will recruit and develop staff, foster an inclusive culture, and drive growth through deep client relationships across business banking and credit solutions.

The role requires a Bachelor's degree in Finance/Business and at least five years in banking with supervisory experience.

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 branch operations, customer service and sales.
• Strong financial acumen including Business Banking and Credit Solutions.
• Proven leadership and organizational skills with time management.

Responsibilities

• Oversee operation of a financial center to ensure customer satisfaction and compliance.
• Recruit, retain and train all team members, developing the next Financial Center Manager.
• Foster an inclusive culture within the financial center.
• Support CRA and Community Engagement activities in the core market.
• Oversee Branch Small Business Activity to drive new business and deepen relationships.
• Identify client needs and refer to appropriate lines of business.
• Ensure team adherence to Texas Capital Bank policies and laws.
• Coordinate operational issues including automation and equipment needs.
• Drive growth through ethical sales and client relationship deepening.
• Support commercial, private wealth and treasury officers with client calls.
• Perform teller transactions and banker functions as needed.

Skills

Leadership

Customer service

Sales

Bank operations

Financial acumen

Communication

Time management

Interpersonal skills

Team development

Education

Bachelor's degree in Finance

Bachelor's degree in Accounting or Business

Tools

PC software tools

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.

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. Texas Capital 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.