Strategic Banking Relationship Advisor

Texas Capital Bank; San Antonio (TX); Hybrid; USD 38,000 - 58,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility & family building aids

Life & disability insurance

401(k) match

Paid leave

Paid holidays

PTO

Job summary

Texas Capital Bank in San Antonio seeks a Banking Center Associate to establish and deepen customer relationships, execute banking transactions, and refer clients to the bank's solutions. You will handle deposits, withdrawals, wire transfers, and account openings while delivering excellent service.

The role requires at least 2 years in a banking center, strong communication, and the ability to work in a fast-paced environment.

Qualifications

• Minimum of 2 years banking center experience preferred, including customer service and cash handling.
• Knowledge of banking products and services including deposits, lending and other financial services.
• Ability to multitask and problem solve in a fast-paced environment.
• Professional experience anticipating customer concerns and improving procedures.
• Proficient knowledge of PC/Internet (Microsoft Office).
• Excellent communication skills, both verbal and written.

Responsibilities

• Establish, retain and deepen customer relationships by executing relationship management strategies and performing banking transactions.
• Uncover the needs of new and existing customers and refer them to solutions within the bank.
• Proactive customer outreach aligned to a high-touch engagement model.
• Handle teller activity including deposits, withdrawals, and wire transfers.
• Open accounts for walk-ins and coordinate documentation for compliance.
• Assist in community events to increase bank outreach and opportunities.
• Abide by bank policies, procedures and regulatory guidelines.

Skills

Customer service

Relationship management

Cash handling

Multitasking

Problem solving

Communication

Team oriented

Salesforce

Strong phone skills

Attention to detail

Tools

Salesforce

Microsoft Office

Job description

Texas Capital Bank in San Antonio seeks a Banking Center Associate to establish and deepen customer relationships, execute banking transactions, and refer clients to the bank's solutions. You will handle deposits, withdrawals, wire transfers, and account openings while delivering excellent service.

The role requires at least 2 years in a banking center, strong communication, and the ability to work in a fast-paced environment.