Retail Banking Advisor

Texas Capital; Dallas (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

Texas Capital is seeking an experienced client services professional to guide clients through the bank's digital onboarding, resolve technical barriers, and manage multiple priorities in a fast-paced environment.

You will liaise with multiple Financial Centers to ensure smooth transitions from digital acquisition to high-touch service, while maintaining regulatory standards and building lasting client relationships.

Qualifications

• 5+ years in client service and client-facing industries.
• Banking experience preferred.
• Bachelor’s degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree preferred.
• Strong knowledge of bank security protocols, financial center operations, client service, and sales.
• Proven leadership skills; ability to build influence and drive change management.
• Excellent ability to multi-task, manage competing priorities, and maintain attention to detail and accuracy.
• Strong independent judgment; comfortable de-escalating concerns and implementing creative solutions.
• Strong observation and decision-making skills.
• Strong technical proficiency in MS Office, Power BI, Salesforce, and financial/data reporting.
• Exceptional written, interpersonal, and communication skills.
• Demonstrated project management expertise; ability to lead complex, multi-phase initiatives with competing priorities.
• Strong risk management and compliance acumen; ability to identify and resolve operational risks proactively.
• Ability to work effectively in a fast-paced, highly collaborative environment.
• Comfortable traveling to multiple Financial Center sites (75%+ travel, including overnight stays required).
• Flexible and adaptable to changing business priorities.
• Ability to guide clients through digital onboarding and resolve technical barriers in real time
• Strong analytical skills to identify root causes and resolve client and operational issues
• Capability to manage multiple priorities (calls, office operations, onboarding) in a fast-paced environment
• Clear, professional verbal and written communication to explain products and processes effectively

Responsibilities

• Guide clients through digital onboarding and resolve technical barriers in real time.
• Identify root causes of client and operational issues and resolve them.
• Manage multiple priorities (calls, office operations, onboarding) in a fast-paced environment.
• Communicate clearly to explain products and processes to clients.
• Maintain and organize the Financial Solutions Office supporting employee banking services.
• Conduct daily calls with new clients; provide high-touch guidance through onboarding.
• Navigate the digital onboarding platform and troubleshoot barriers for completion and accuracy.
• Facilitate account setup and fund initial deposits; ensure regulatory compliance.
• Educate clients on products, services, and online banking features; build long-term relationships.
• Build partnerships with in-market Financial Centers to ensure smooth transitions from digital to high-touch service teams.
• Identify cross-engagement opportunities byNeeds Based Conversations across banking products.
• Collect and document client feedback; escalate issues for resolution and continuous improvement.
• Maintain detailed client records in banking systems ensuring regulatory compliance.

Skills

Customer service

Banking knowledge

Communication

Leadership

Multi-tasking

Travel readiness

Problem solving

Education

Bachelor’s degree in business or related field

Tools

MS Office

Power BI

Salesforce

Financial reporting tools

Job description

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.

Responsibilities

• Ability to guide clients through digital onboarding and resolve technical barriers in real time
• Strong analytical skills to identify root causes and resolve client and operational issues
• Capability to manage multiple priorities (calls, office operations, onboarding) in a fast-paced environment
• Clear, professional verbal and written communication to explain products and processes effectively
• Manage and maintain the physical Financial Solutions Office that supports employee banking services; ensure workspace is professional, organized, and conducive to client interactions
• Execute phone calls daily to new clients; provide high-touch guidance and support throughout the firms digital onboarding process
• Assist clients in navigating the digital onboarding platform; troubleshoot technical barriers and provide real-time guidance to ensure completion and accuracy
• Facilitate account setup, fund initial deposits, verify information, and ensure all regulatory and compliance requirements are met
• Create positive first impressions; educate new clients on products, services, and online banking features; establish foundation for long-term relationships
• Build and maintain strong partnerships with in-market Financial Centers to facilitate seamless client transitions from digital acquisition channels to dedicated high-touch service teams
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• Identify cross-engagement opportunities; educate clients on additional products and services aligned with their banking needs and financial profile via Needs Based Conversations
• Collect and document client feedback; elevate concerns and service issues to appropriate departments for resolution and continuous improvement
• Maintain detailed and accurate client records within various banking systems; ensure all interactions, notes, and transaction documentation meet regulatory requirement and client service standards

Qualifications

• 5+ years in client service and client facing industries

• Banking experience preferred

• Bachelor’s degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree preferred

• Strong knowledge of bank security protocols, financial center operations, client service, and sales.

• Proven leadership skills; ability to build influence and drive change management.

• Excellent ability to multi-task, manage competing priorities, and maintain attention to detail and accuracy.

• Strong independent judgment; comfortable de-escalating concerns and implementing creative solutions.

• Strong observation and decision-making skills.

• Strong technical proficiency in MS Office, Power BI, Salesforce, and financial/data reporting.

• Exceptional written, interpersonal, and communication skills.

• Demonstrated project management expertise; ability to lead complex, multi-phase initiatives with competing priorities.

• Strong risk management and compliance acumen; ability to identify and resolve operational risks proactively.

• Ability to work effectively in a fast-paced, highly collaborative environment.

• Comfortable traveling to multiple Financial Center sites (75%+ travel, including overnight stays required).

• Flexible and adaptable to changing business priorities.

• Ability to guide clients through digital onboarding and resolve technical barriers in real time

• Strong analytical skills to identify root causes and resolve client and operational issues

• Capability to manage multiple priorities (calls, office operations, onboarding) in a fast-paced environment

• Clear, professional verbal and written communication to explain products and processes effectively

Texas Capital is an Equal Opportunity Employer.