Financial Center Manager

Texas Capital Bank; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility benefits

Life insurance

Disability insurance

401K match

Paid time off

Paid holidays

Job summary

Texas Capital Bank seeks a seasoned leader to oversee a financial center, ensuring exceptional customer service and regulatory compliance. You will recruit, train, and mentor staff, fostering an inclusive culture while expanding business in the market.

The role requires strong relationship building with clients, cross‑selling bank products, and managing budgets and risks. Join a trusted Texan bank recognized for growth and community impact.

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.
• Effective communication (verbal & written), negotiating and presentation skills.
• Ability to identify needs and establish plans to ensure results.
• Proficiency in PC software tools for reports, audits, analysis, and presentations.

Responsibilities

• Oversee the operation of a financial center to ensure customer satisfaction and compliance with laws, policies and procedures.
• Recruit, retain and train all team members; develop the Assistant Financial Center Manager to the next level.
• Create an inclusive financial center culture that enables team members to thrive.
• Coordinate CRA and Community Engagement activities within the market.
• Oversee Branch Small Business Activity to drive new business and deepen relationships.
• Refer clients to appropriate lines of business based on needs.
• Ensure proper budgeting, security and adherence to bank guidelines.

Skills

Customer service

Leadership

Sales

Regulatory compliance

Communication

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 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.