Relationship Banker - Build Clients, Grow Opportunities

Texas Capital; Fort Worth (TX); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility benefits

Life insurance

Disability insurance

401K match

Paid leave

Paid holidays

PTO

Job summary

Texas Capital seeks an experienced teller to establish and deepen customer relationships while processing deposits, withdrawals and transfers. You will identify customer needs and refer them to appropriate products and services, with proactive outreach and a strong service mindset.

The role requires 2+ years in a banking center, solid PC and Office skills, strong communication, and teamwork. Occasional travel between locations and compliance with bank policies are expected.

Qualifications

• Minimum of 2 years banking center experience preferred.
• 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.
• 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
• Ability to travel between locations to support regional operations

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
• 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

Skills

Customer service

Relationship management

Cash handling

Multitasking

Communication skills

Team-oriented

Attention to detail

Phone and in-person service

Salesforce

Tools

Microsoft Office

Excel

Word

Salesforce

Job description

Texas Capital seeks an experienced teller to establish and deepen customer relationships while processing deposits, withdrawals and transfers. You will identify customer needs and refer them to appropriate products and services, with proactive outreach and a strong service mindset.

The role requires 2+ years in a banking center, solid PC and Office skills, strong communication, and teamwork. Occasional travel between locations and compliance with bank policies are expected.