Relationship Banker – Drive Client Success & Banking Solutions

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

Benefits offered by this job

Health insurance

Wellness program

Fertility & family benefits

Life and disability insurance

401K match

Paid leave

Paid holidays

PTO

Job summary

Texas Capital Bank in Austin seeks a customer-focused associate to establish and deepen customer relationships, handle deposits, withdrawals, wires, and a range of banking transactions while delivering exceptional service.

With at least 2 years in a banking center, you will identify client needs, refer to solutions, and participate in community events. Strong communication, teamwork, and proficiency in PC/Microsoft Office and Salesforce are valued.

Qualifications

• Minimum of 2 years banking center experience preferred, including customer service, relationship management and cash handling

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

Skills

Customer service

Relationship management

Cash handling

Salesforce

Microsoft Office

Tools

PC/Internet

Excel

Job description

Texas Capital Bank in Austin seeks a customer-focused associate to establish and deepen customer relationships, handle deposits, withdrawals, wires, and a range of banking transactions while delivering exceptional service.

With at least 2 years in a banking center, you will identify client needs, refer to solutions, and participate in community events. Strong communication, teamwork, and proficiency in PC/Microsoft Office and Salesforce are valued.