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.
Texas Capital provides a variety of benefits to colleagues, including 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, and paid time off (PTO).
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.
Act as a product and service expert with the ability to identify client needs and offer bank products that will meet the client’s needs
Answer large volume of customer calls, email and secure message inquiries concerning products, services, notices, statements, etc. related to program offerings including new account application, savings account products, reward/loyalty programs, and online banking
Greet and assist customers in a friendly, professional manner
Ensure customers experience exceptional service and that information provided is thorough and accurate
Continually maintain working knowledge of all relevant software, products, and services required to effectively answer customer inquiries
Consistently close each call by typing a closing summary that will detail the outcome of the call, the nature of call, whether the call required escalation, or if the call was processed entirely by the Agent
Other duties as assigned
The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.
Qualifications
High School diploma, general education degree (GED), or equivalent required
2+ year’s customer service experience in a professional environment required
Financial services call center experience strongly preferred
Bilingual Spanish language, both verbal and written, preferred
Excellent verbal and written communication skills with demonstrated ability to communicate ideas and information in a clear, concise, and organized manner
Customer service oriented, with a strong orientation for sensitivity and professionalism when handling customer calls, questions, and concerns
Excellent problem solving and organization skills
Ability to work independently and multi-task in a fast-paced and constantly changing environment
Strong PC skills, including proficiency with Microsoft Office (Word, Excel and PowerPoint) and the ability to learn and utilize custom banking systems and applications in a rapidly changing business and technology environment
Must be able to work a flexible schedule that will require extended evening and Saturday hours
The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.
Skills Required
- High School diploma, GED, or equivalent
- 2+ years customer service experience
- Financial services call center experience
- Bilingual Spanish language proficiency
- Excellent verbal and written communication skills
- Customer service orientation
- Problem solving and organization skills
- Strong PC skills, including Microsoft Office proficiency
- Ability to work a flexible schedule
What We Do
Our expert bankers are committed to helping your business build and grow. Equipped with experience-based insights and a proven record of implementing custom solutions for clients, we can help you with a suite of business lending, investing and financial management services that see you through every step of the way. Our client-centric culture thrives because we attract, develop and engage the most experienced and diverse experts in their fields. Over the years, we've developed a supportive culture that values collaboration, rewards performance and respects the well-being of its team members. We know our people are our greatest asset, so we give them the resources and support they need to be successful. Our personal approach has enabled us to deliver exceptional value for our clients for more than two decades — an achievement we’re proud to continue. Explore a career at Texas Capital Bank: https://www.texascapitalbank.com/who-we-are/careers Texas Capital Bank is a wholly owned subsidiary of Texas Capital Bancshares, Inc. (NASDAQ®: TCBI). For more information, please visit www.texascapitalbank.com. Member FDIC. NASDAQ®: TCBI. Equal Housing Lender. Texas Capital Bank and its subsidiaries are equal opportunity employers and do not discriminate on the basis of any protected trait including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status. Please view our EEO Policy to learn more: https://www.texascapitalbank.com/equal-employment-opportunity-policy
