Financial Relationship Consultant at Texas Capital | Austin, Texas, USA | Rezi

Financial Relationship Consultant at Texas Capital

Financial Relationship Consultant

Texas Capital · Austin, Texas, USA

6 days ago

Financial Relationship Consultant

Texas Capital · Austin, Texas, USA

7 days ago
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About the Role

Texas Capital is built to help businesses and their leaders by providing the best of big firms at a scale that works for clients, with experienced bankers who invest in people’s success. We build long-lasting relationships by understanding clients’ immediate needs, identifying market opportunities, and meeting long-term objectives.

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
  • Proactive customer outreach aligned to our high-touch / engagement model
  • Proactive phone calls to both existing and prospect customers
  • Develop a strong understanding of consumer and small business solutions and service offerings to answer prospect questions
  • Handle all banking transactions, teller activity, and client requests with exceptional customer experience, including deposits, withdrawals, and wire transfers
  • 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
  • Assist management with various operational duties and responsibilities
  • Abide by Texas Capital Bank policies, procedures, and regulatory compliance guidelines

Requirements

  • 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
  • Professional experience anticipating common customer concerns and analyzing current procedures and processes for improvements
  • Proven customer service skills
  • 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
  • Must be able to lift up to 50 lbs

Skills

  • Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)
  • Proficient knowledge of Salesforce preferred

Location

  • Dallas
  • Austin
  • Fort Worth
  • Houston
  • Richardson
  • Plano
  • San Antonio

Work Type

  • Full-time

Experience Level

  • Minimum of 2 years banking center experience preferred

Benefits

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

About the Company

  • Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks.

Equal Opportunity

  • Texas Capital is an Equal Opportunity Employer.