Relationship Banker: Grow Client Partnerships

Texas Capital Bank; United States; Vor Ort; USD 42.000 - 60.000; Vollzeit

Benefits dieser Stelle

Health insurance

Wellness program

Fertility and family building aids

Life and disability insurance

Retirement savings plans with 401K fit

Paid leave

Paid holidays

Paid time off (PTO)

Zusammenfassung

Texas Capital Bank is seeking a customer-focused banking professional to establish and deepen relationships with individuals and small businesses. You will perform routine banking transactions, identify client needs, and refer to appropriate solutions while delivering high-touch service.

The role emphasizes proactive outreach, cross-selling opportunities, and accurate documentation. Office-based position with strong emphasis on accuracy, compliance, and community engagement.

Qualifikationen

• Minimum of 2 years banking center experience preferred.
• Knowledge of banking products including deposits and lending.
• Ability to multitask and problem solve in a fast-paced environment.
• Proven customer service skills.
• Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word).
• Excellent communication skills, both verbal and written.

Aufgaben

• 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

Kenntnisse

Customer service

Relationship management

Cash handling

Communication skills

Microsoft Office

Tools

Salesforce

Excel

Jobbeschreibung

Texas Capital Bank is seeking a customer-focused banking professional to establish and deepen relationships with individuals and small businesses. You will perform routine banking transactions, identify client needs, and refer to appropriate solutions while delivering high-touch service.

The role emphasizes proactive outreach, cross-selling opportunities, and accurate documentation. Office-based position with strong emphasis on accuracy, compliance, and community engagement.