Financial Relationship Consultant

Posted 7 Days Ago
Be an Early Applicant
Austin, TX
1-3 Years Experience
Fintech
The Role
The Financial Relationship Consultant is responsible for establishing and nurturing customer relationships, executing banking transactions, providing financial solutions, and ensuring compliance with banking regulations. They proactively engage with customers through outreach and assist in community events to foster bank outreach and new business opportunities.
Summary Generated by Built In

 

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. 

 

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 available within the bank

  • Proactive customer outreach that is aligned to our high-touch / engagement model

  • Proactive phone calls to both existing and prospect customers

  • Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects

  • Handle all banking transaction, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to: deposits, withdrawals, wire transfers, etc…

  • Open accounts for new walk-in; 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, 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 to accomplish many tasks efficiently and timely

  • Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements

  • Proven customer service skills

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

  • 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

  • Proficient knowledge of Salesforce preferred

  • Must be able to lift up to 50 lbs

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. 

Top Skills

MS Office
The Company
HQ: Dallas, TX
2,100 Employees
On-site Workplace
Year Founded: 1998

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

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