Strategic Relationship Banker

Texas Capital; San Antonio (TX); On-site; USD 21,000 - 30,000; Full time

Job summary

Texas Capital Bank is seeking a Customer Service/Banking Center professional to build and deepen relationships, handle teller transactions, and open accounts for walk-in customers.

The role emphasizes proactive outreach, understanding consumer and small business solutions, and coordinating documentation to ensure regulatory compliance. You will join a team focused on exceptional service and community engagement.

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.
• Excellent communication skills, both verbal and written, with the ability to speak concisely.

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 relevant solutions, services, and experts available within the bank.
• Proactive customer outreach aligned to a high-touch engagement model.
• Open accounts for new walk-ins and coordinate legal account documentation to ensure compliance with banking regulations.
• Assist in community awareness events to increase bank outreach and foster new business opportunities.

Skills

Customer service

Relationship management

Cash handling

Communication skills

Teamwork

Attention to detail

Tools

Salesforce

Microsoft Office

Job description

Texas Capital Bank is seeking a Customer Service/Banking Center professional to build and deepen relationships, handle teller transactions, and open accounts for walk-in customers.

The role emphasizes proactive outreach, understanding consumer and small business solutions, and coordinating documentation to ensure regulatory compliance. You will join a team focused on exceptional service and community engagement.