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About the Role

Texas Capital is built to help businesses and their leaders by providing the best of big firms' services at a scale that works for clients, delivered by experienced bankers who invest in people's success.

Responsibilities

• Manage people.
• Provide banking clients with outstanding service, including opening accounts, transferring funds, processing wires, stop payments, and answering questions about deposit accounts.
• Support Private Client Advisors and Investment Advisors by establishing and maintaining files for regulatory requirements, creating reports and databases, and managing filing/record keeping.
• Assist with account set-up and onboarding of new clients.
• Act as a liaison with internal business partners to facilitate client onboarding.
• Assist clients with loan origination, renewals, closings, and subsequent monitoring, including managing credit and collateral exceptions.
• Assemble weekly/monthly metrics reports to measure team deliverables.
• Provide process and system expertise to other areas of the bank for projects, issue resolution, or process improvements.
• Provide training and mentorship for new employees.
• Organize and provide support during high volume times or staffing deficiencies.
• Work with other internal departments regarding account inquiries.
• Coordinate legal account documentation to ensure compliance with regulations.
• Create and update spreadsheets, reports, and presentations; assist with special projects.
• Perform general administrative duties, including copying, filing, record keeping, data management, CRM management, mail distribution, supply ordering, expense report processing, and client mailings.
• Answer, screen, and route calls; maintain daily calendars; schedule appointments and meetings.
• Analyze and review team processes (with Manager oversight) to ensure compliance with operational procedures.
• Provide exceptional client experience for miscellaneous account issues.
• Abide by Texas Capital Bank policies, procedures, and regulatory compliance guidelines.
• Assist management with various operational duties and responsibilities.
• Assist with special projects as necessary.
• Thoroughly understand and apply all TCB’s policies and processes, and implement changes as needed.
• Comply with all policies, regulations, and procedures.
• Determine that all client requests comply with legal and policy requirements.
• Process transactions, including deposits, withdrawals, additions, payments, and special service transactions, to ensure compliance with guidelines.
• Review and ensure transactions comply with AML/KYC policies and procedures before execution, identify potential problems, and refer to management.
• Identify inappropriate client situations and transactions.
• Promptly escalate suspicious or inconsistent account activity through an independent channel.
• Complete the account opening process for all new clients, potentially simultaneously with the sales process.
• Complete the account opening process for new accounts of existing clients, including CORE applications, reviewing documentation, and submitting to Account Opening.
• Review and send all completed documents to intermediaries involved in account administration.
• Utilize all available technology for increased productivity and compliance/audit results.
• Set up, capture, and maintain client information on internal systems.
• Keep bank records updated and accurate; secure missing documents; investigate and correct errors related to client and Bank records.

Requirements

• 5 years’ experience in a Private Wealth environment.
• Client-focused supervisory/management experience required.
• Series 7 and 65 licenses preferred or willingness to obtain within 90 days required.
• Excellent client service skills, both verbal and written required.
• Must be comfortable interfacing with high-level management and clients and handling confidential information with discretion.
• Proficiency and aptitude in utilizing systems, MS Office/Windows, web based and other desktop applications.
• Strong PC skills needed to effectively manage daily activities (transaction execution, inquiries, and investigations) with various systems.
• Proficient knowledge of Microsoft Suite of products including PowerPoint and Excel.
• Proven ability to build relationships with internal and external partners required.
• Prior experience with FISERV Signature or other deposit systems preferred.
• Superior understanding of bank documents as they relate to DDA’s, affidavits, and fraud reporting.
• Strong change management skills and ability to work at a consistently changing pace.
• Strong organizational skills to include effective time management in all key responsibilities of the job.
• Strong analytical, problem solving, and decision-making skills.
• Ability to handle multiple tasks and interruptions in a fast-paced environment to ensure deadlines are met.
• Ability to readily identify needs and requirements and establish plans and processes to ensure successful results.
• Proficient knowledge of Microsoft Office including Word, PowerPoint and Excel.
• Familiarity with SalesForce CRM tools a plus.

Skills

• Microsoft Office
• Windows
• MS PowerPoint
• MS Excel
• MS Word
• FISERV Signature
• Deposit systems
• SalesForce CRM

Location

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

Work Type

• Full-time

Experience Level

• 5 years experience in a Private Wealth environment
• Client-focused supervisory/management experience

Education Level

• Bachelor’s degree 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

• Texas Capital is built to help businesses and their leaders.
• Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.
• While we are rooted in core financial products, we are differentiated by our approach.
• Our bankers are seasoned financial experts who possess deep experience across a multitude of industries.
• Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives.
• At Texas Capital, we do more than build business success. We build long-lasting relationships.
• 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.
• For more information about joining our team, please visit us at www.texascapitalbank.com.

Equal Opportunity

• Texas Capital is an Equal Opportunity Employer.