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.
- Maintain and enhance client relationships by assisting Advisors to provide clients with quality service.
- Assists Advisors in the development and delivery of financial and investment strategies that aim to address each client’s specific goals and concerns. May assist with trades, position monitoring and updating watch reports.
- Provides ongoing support in educating clients about specific products and services offered at the firm.
- Develops presentation materials and proposals to assist Advisors in cultivating new business opportunities.
- Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients.
- Partner with compliance for comprehensive account reviews.
- Collaborates with the Advisor to develop an overall business plan and marketing strategy.
- Assist with platform support of system updates and enhancements including logging all activity accurately and timely in applicable Texas Capital systems (Salesforce, Pershing, etc.).
- Cultivates and develops relationships with business partners internally and externally.
- Proactively participates in firm initiatives directed by local management.
- Performs other duties, responsibilities and specialized projects as assigned.
- Minimum 5 years in Banking/Financial Institutions, preferably in an Investment Client Service Associate or Relationship Associate role
- Experience answering and managing multiple phone lines required
- Advanced ability to interface with high-level management and clients
- Bachelor's Degree preferred
- Series 65 preferred
- High degree of confidentiality and discretion
- Advanced ability to handle sensitive information
- Advanced ability to research and resolve issues
- Advanced ability to initiate and respond to operational inquiries and needs
- Advanced onboarding and account management skills
- Advanced ability to support administrative duties of client needs
- Strong attention to detail and accuracy
- Advanced customer service skills
- Technical proficiency in the use of MS Office products for reporting, data analytics, and presentations
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
- Minimum 5 years of experience in banking or financial institutions
- Experience in an investment client service associate or relationship associate role
- Experience answering and managing multiple phone lines
- Ability to interface with high-level management and clients
- Bachelor's degree
- Series 65 license
- Confidentiality and discretion
- Ability to handle sensitive information
- Ability to research and resolve issues
- Ability to initiate and respond to operational inquiries and needs
- Client onboarding and account management skills
- Ability to support administrative client needs
- Strong attention to detail and accuracy
- Customer service skills
- Technical proficiency with Microsoft Office for reporting, data analytics, and presentations
Texas Capital Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Texas Capital Bank and has not been reviewed or approved by Texas Capital Bank.
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Retirement Support — A company 401(k) with matching contributions is repeatedly characterized as good, reinforcing the value of the retirement program. Employer match and related financial supports are highlighted as competitive components of the package.
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Leave & Time Off Breadth — PTO and paid holidays are characterized as solid to generous, with accruals that can increase with tenure or vary by level. Time off is frequently cited as a strong element of the overall package.
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Wellbeing & Lifestyle Benefits — Wellness programs, educational assistance, and paid parking expand support beyond core insurance, adding convenience and development value. Ancillary perks complement the standard medical, dental, and vision coverage.
Texas Capital Bank Insights
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
