Senior Retail Banking Advisor - Digital Onboarding

Texas Capital Bank; Richardson (TX); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401K match

Paid time off

Job summary

Texas Capital Bank is seeking a Retail Banking Advisor in Richardson to guide clients through digital onboarding, assist with account setup, and resolve onboarding barriers. You will manage multiple priorities and maintain professional client interactions across channels.

Strong communication and problem-solving skills are essential, along with a 5+ year track record in client-facing roles. Banking experience and MS Office/Salesforce proficiency are preferred.

Qualifications

• 5+ years in client service or client-facing roles.
• Banking experience preferred.
• Strong knowledge of security, operations, and compliance.

Responsibilities

• Guide clients through digital onboarding and resolve barriers.
• Manage multiple priorities in a fast-paced environment.
• Provide high-touch guidance during onboarding and account setup.
• Educate clients on products, services, and online banking features.
• Maintain accurate client records across banking systems.
• Collaborate with in-market centers to support transitions from digital to high-touch service.

Skills

Customer service

Relationship building

Multitasking

Communication

Problem solving

Education

Bachelor's degree in business or related field

Tools

MS Office

Power BI

Salesforce

Job description

Texas Capital Bank is seeking a Retail Banking Advisor in Richardson to guide clients through digital onboarding, assist with account setup, and resolve onboarding barriers. You will manage multiple priorities and maintain professional client interactions across channels.

Strong communication and problem-solving skills are essential, along with a 5+ year track record in client-facing roles. Banking experience and MS Office/Salesforce proficiency are preferred.