Private Bank Operations Lead

Texas-Capital-Bank; Richardson (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Wellness program

401K match

Paid time off

Paid holidays

Life and disability insurance

Job summary

Texas Capital Bank in Richardson, TX seeks an experienced Private Wealth Associate to support Private Client Advisors and Investment Advisors, manage client onboarding, and help service clients with deposits, loans, and accounts.

The role requires a Bachelor's degree (preferred), 5 years in Private Wealth, Series 7/65 preferred or willing to obtain within 90 days, and strong client service skills; proficiency in MS Office and Salesforce is a plus.

Qualifications

• Bachelor’s degree preferred.
• 5 years’ experience in a Private Wealth environment.
• Series 7 and 65 licenses preferred or willingness to obtain it within 90 days required.
• Excellent client service skills, both verbal and written required.
• Must be comfortable interfacing with high-level management and clients and handling confidential information with discretion.
• Proficiency with MS Office (Word, PowerPoint, Excel).
• Familiarity with Salesforce CRM tools is a plus.

Responsibilities

• Provide banking clients with outstanding service including opening accounts, transferring funds, processing wires, stop payments, and answering questions with regards to deposit accounts.
• Support Private Client Advisors and Investment Advisors including establishing and maintaining files to meet regulatory requirements, creating and producing reports, databases, and maintaining filing/record-keeping to service and grow client relationships.
• Assist with account set-up and onboarding of new clients; liaise with internal partners to facilitate client onboarding.
• Assist clients with loan origination, renewals, closings, and monitoring, including credit and collateral exceptions.
• Assemble weekly/monthly metrics reports to test/measure team deliverables.
• Provide training and mentorship for new employees; organize and provide coverage during high volume times.

Skills

Client service

Relationship building

Organizational skills

Time management

Communication

MS Office

PowerPoint

Excel

CRM systems

Salesforce

Education

Bachelor's degree preferred

Tools

FISERV Signature

CRM systems

Job description

Texas Capital Bank in Richardson, TX seeks an experienced Private Wealth Associate to support Private Client Advisors and Investment Advisors, manage client onboarding, and help service clients with deposits, loans, and accounts.

The role requires a Bachelor's degree (preferred), 5 years in Private Wealth, Series 7/65 preferred or willing to obtain within 90 days, and strong client service skills; proficiency in MS Office and Salesforce is a plus.