Relationship Banker & Financial Solutions Expert

Texas Capital Bank; Dallas (TX); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Health insurance coverage

401K match

Paid leave & holidays

Paid time off (PTO)

Job summary

Texas Capital Bank in Dallas seeks a Financial Relationship Consultant to establish and deepen client relationships, performing banking transactions and identifying needs.

You will open accounts, refer services, and provide strong customer service in a high-touch environment, with a focus on accuracy and compliance. Two years banking center experience required; benefits include health coverage and 401K.

Qualifications

• Minimum of 2 years banking center experience.
• Knowledge of banking products and services.
• Ability to multitask in a fast-paced environment.
• Excellent communication skills, both verbal and written.
• Strong attention to detail and accuracy.

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-ins; 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

PC/Internet

Excel

Communication skills

Tools

Salesforce

Microsoft Office

Excel

Word

Job description

Texas Capital Bank in Dallas seeks a Financial Relationship Consultant to establish and deepen client relationships, performing banking transactions and identifying needs.

You will open accounts, refer services, and provide strong customer service in a high-touch environment, with a focus on accuracy and compliance. Two years banking center experience required; benefits include health coverage and 401K.