Financial Center Manager

Texas Capital

Houston (TX)

On-site

USD 90,000 - 130,000

Full time

8 hours ago
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Benefits offered by this job

Health insurance coverage
Wellness program
Fertility and family building aids
Life and disability insurance
401K with generous match
Paid leave programs
Paid holidays
Paid time off (PTO)

Job summary

Texas Capital is seeking a Branch Manager to oversee daily operations, drive customer satisfaction, and ensure regulatory adherence within the Houston financial center.

You will recruit and develop the team, lead community engagement, and pursue new business opportunities while maintaining ethical standards and strong client relationships.

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.

Responsibilities

  • Oversee the operation of a financial center to ensure customer satisfaction and regulatory compliance.
  • Recruit, retain and train team; develop future managers.
  • Foster an inclusive culture and lead CRA & Community Engagement activities.
  • Drive new business and deepen client relationships.
  • Ensure safe operations and budget management.
  • Lead community outreach and employee development.

Skills

Leadership
Banking operations
Customer service
Sales
Business Banking
Regulatory compliance
Negotiation
Communication
Team development

Education

Bachelor's degree in Finance, Accounting, Business

Tools

Office software
CRM systems

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).

Texas Capital is headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano, San Antonio, Chicago, Los Angeles and New York. For more information about joining our team, please visit us at www.texascapital.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.

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