Financial Relationship Consultant

Benefits

• Health insurance coverage
• Wellness program
• Fertility and family building aids
• Life and disability insurance
• Retirement savings plans with a generous 401(k) match
• Paid leave programs
• Paid holidays
• Paid time off (PTO)

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 within the bank.
• Perform proactive customer outreach aligned to the high‑touch engagement model, including proactive phone calls to both existing and prospective customers.
• Develop a strong understanding of consumer and small business solutions and service offerings to answer questions from prospects.
• Handle all banking transactions, teller activity, and client requests with exceptional customer experience (e.g., deposits, withdrawals, wire transfers).
• Open accounts for new walk‑ins and 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.

Qualifications

• Minimum of 2 years banking center experience preferred (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, efficiently completing multiple tasks.
• Professional experience anticipating common customer concerns and analyzing current procedures for improvement.
• Proven customer service skills.
• Proficient knowledge of PC/Internet (Microsoft Office, including Excel and Word).
• Excellent verbal and written communication skills with the ability to speak concisely.
• Team‑oriented and capable of influencing and establishing positive working relationships across the organization.
• Knowledge of legal entity documentation preferred.
• Strong attention to detail and accuracy.
• Strong phone communication skills.
• Proficient knowledge of Salesforce preferred.
• Ability to lift up to 50 lbs.

Texas Capital is an Equal Opportunity Employer.