Financial Relationship Consultant

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 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.ResponsibilitiesEstablish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactionsUncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bankProactive customer outreach that is aligned to our high-touch / engagement modelProactive phone calls to both existing and prospect customersDevelop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospectsHandle all banking transaction, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to: deposits, withdrawals, wire transfers, etc…Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulationsAssist in community awareness events to increase bank outreach and foster new business opportunitiesAssist management with various operational duties and responsibilitiesAbide by Texas Capital Bank policies, procedures, and regulatory compliance guidelinesQualificationsMinimum of 2 years banking center experience preferred, including customer service, relationship management and cash handlingKnowledge of banking products and services including deposits, lending and other financial servicesAbility to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timelyProfessional experience anticipating common customer concerns and analyzing current procedures and processes for available improvementsProven customer service skillsProficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)Excellent communication skills, both verbal and written, with the ability to speak conciselyMust be team-orientedAbility to be influential and establish positive working relationships across the organization with various stakeholdersKnowledge of legal entity documentation preferredStrong attention to detail and accuracyStrong phone communication skillsProficient knowledge of Salesforce preferredMust be able to lift up to 50 lbsThe 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.