Strategic Client Relationship Banker

Texas Capital; Georgia; On-site; USD 33,000 - 42,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility benefits

Life and disability insurance

401K with match

Paid time off

Paid holidays

PTO

Job summary

Texas Capital Bank in Georgia is seeking a banking center associate to grow customer relationships and deliver exceptional service. You will handle deposits, withdrawals, account openings, and related transactions with accuracy.

The role requires understanding consumer and small business needs, proactive outreach, and collaboration with colleagues to ensure regulatory compliance and smooth operations.

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
• Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely
• Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements
• Proven customer service skills
• Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)
• Excellent communication skills, both verbal and written, with the ability to speak concisely
• Must be team-oriented
• Ability to be influential and establish positive working relationships across the organization with various stakeholders
• Knowledge of legal entity documentation preferred
• Strong attention to detail and accuracy
• Strong phone communication skills
• Proficient knowledge of Salesforce preferred
• Must be able to lift up to 50 lbs

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
• 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
• 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

Skills

Customer service

Relationship management

Cash handling

Communication skills

Multitasking

Team orientation

Salesforce

PC/Internet proficiency

Tools

Microsoft Office

Excel

Word

Salesforce

Job description

Texas Capital Bank in Georgia is seeking a banking center associate to grow customer relationships and deliver exceptional service. You will handle deposits, withdrawals, account openings, and related transactions with accuracy.

The role requires understanding consumer and small business needs, proactive outreach, and collaboration with colleagues to ensure regulatory compliance and smooth operations.