Financial Relationship Consultant

Texas Capital Bank NA; Plano (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

Texas Capital Bank NA is seeking a Financial Relationship Consultant in Plano, TX. You will establish and deepen customer relationships, perform banking transactions, and proactively engage both existing and prospective clients to identify solutions across deposits, lending, and other financial services.

The role emphasizes accuracy, regulatory compliance, and strong communication; candidates should bring 2+ years of banking experience, solid knowledge of banking products, and proficiency with

Qualifications

• Minimum 2 years banking center experience preferred, including customer service and relationship management
• 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
• Excellent communication skills, both verbal and written, with the ability to speak concisely

Responsibilities

• Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions
• Uncover the needs of new and existing customers and refer them to solutions and experts within the bank
• Proactive customer outreach aligned to high-touch engagement model
• Proactive phone calls to existing and prospect customers
• Open accounts for walk-ins and coordinate legal account documentation to ensure regulatory compliance
• Assist in community outreach events to increase bank presence and foster new business opportunities
• Contribute to operational duties and ensure compliance with bank policies

Skills

Customer service

Relationship management

Cash handling

Microsoft Office

Excel

Word

Salesforce

Phone communication

Tools

Salesforce

Microsoft Office

Job description

## Financial Relationship ConsultantApply: Plano, TX: Full time: Posted Today: JR106052Texas 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*** Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions* Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank* Proactive customer outreach that is aligned to our high-touch / engagement model* Proactive phone calls to both existing and prospect customers* Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects* Handle 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 regulations* Assist in community awareness events to increase bank outreach and foster new business opportunities* Assist management with various operational duties and responsibilities* Abide by Texas Capital Bank policies, procedures, and regulatory compliance guidelines**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 and timely* Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements* Proven customer service skills* Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)* Excellent communication skills, both verbal and written, with the ability to speak concisely* Must be team-oriented* Ability to be influential and establish positive working relationships across the organization with various stakeholders* Knowledge of legal entity documentation preferred* Strong attention to detail and accuracy* Strong phone communication skills* Proficient knowledge of Salesforce preferred* Must be able to lift up to 50 lbs*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.*