Financial Relationship Consultant

Texas-Capital-Bank; San Antonio (TX); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Wellness program

401K match

Paid time off

Paid holidays

Job summary

Texas Capital Bank is seeking a client-focused banking associate to join our team in Texas. You will establish and deepen customer relationships, process transactions, and connect clients with the bank's solutions across consumer and small business needs.

The role requires strong communication, multitasking, and attention to detail, with a focus on delivering exceptional customer service and ensuring regulatory compliance. Join a team that values collaboration and community engagement.

Qualifications

• Minimum of 2 years banking center experience preferred.
• Knowledge of banking products and services.
• Ability to multitask in a fast-paced environment to accomplish many tasks efficiently.
• Professional experience anticipating customer concerns and improving procedures.
• Proven customer service skills.
• Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word).
• Excellent communication skills, both verbal and written.
• Must be team-oriented.

Responsibilities

• Establish and deepen customer relationships through relationship management and accurate banking transactions.
• Uncover customer needs and refer solutions within the bank.
• Proactive outreach aligned to a high-touch engagement model.
• Proactive phone calls to existing and prospective customers.
• Develop understanding of consumer and small business solutions to answer prospects' questions.
• Handle all banking transactions, teller activity, and client requests with excellent service.
• Open accounts for walk-ins and coordinate account documentation to ensure compliance.
• Assist in community events to increase bank outreach and foster new business opportunities.
• Assist management with operational duties.
• Adhere to Texas Capital Bank policies, procedures, and regulatory guidelines.

Skills

Customer service

Relationship management

Cash handling

Banking products

Multitasking

Problem solving

Communication

Team player

Salesforce

Attention to detail

Phone communication

Tools

Salesforce

Excel

Word

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

• 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

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