Relationship Banker: Grow Client Partnerships

Texas Capital Bank; Oakland (CA); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health insurance

401K match

Paid leave

Paid holidays

PTO

Job summary

Texas Capital Bank seeks a customer-focused banking professional to establish and deepen client relationships, process transactions, and refer customers to the bank's specialist solutions. You will handle deposits, withdrawals, wire transfers, and account openings with accuracy.

Join a fast-paced team that emphasizes compliance, clear communication, and exceptional service, while supporting community outreach and ongoing relationship growth.

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.
• Excellent communication skills, both verbal and written, with the ability to speak concisely.
• Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word).
• Ability to multitask and problem solve in a fast-paced environment.

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.
• 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.
• Abide by Texas Capital Bank policies, procedures, and regulatory compliance guidelines.

Skills

Banking center experience

Customer service

Relationship management

Cash handling

Communication skills

Salesforce

Microsoft Excel

Microsoft Word

Tools

Salesforce

Excel

Word

Job description

Texas Capital Bank seeks a customer-focused banking professional to establish and deepen client relationships, process transactions, and refer customers to the bank's specialist solutions. You will handle deposits, withdrawals, wire transfers, and account openings with accuracy.

Join a fast-paced team that emphasizes compliance, clear communication, and exceptional service, while supporting community outreach and ongoing relationship growth.