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.
Make an impact as a Financial Relationship Consultant.
The Financial Relationship Consultant (FRC) development program incorporates coaching and training from our Retail Banking Onboarding Team. This includes dedicated resources and robust training material to acquire your FINRA Series 65 investment license. FRCs make an impact in our Financial Centers by supporting hybrid financial advisory to assist clients in meeting mid-term to long-term financial goals.
Responsibilities
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Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions
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Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank
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Proactive customer outreach that is aligned to our high-touch / engagement model
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Proactive phone calls to both existing and prospective customers
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Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects
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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.
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Open accounts for new walk-ins; coordinate account documentation to ensure compliance with all relevant banking regulations
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Originate lending solutions for both Small Business and Consumer relationships
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Partner directly with various lines of businesses to ensure deeper client relationships
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Assist in community awareness events to increase bank outreach and foster new business opportunities
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Assist management with various operational duties and responsibilities
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Obtain the FINRA Series 65 license within allotted timeframe upon hire
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Abide by Texas Capital Bank policies, procedures, and regulatory compliance guidelines, including any licensing requirements
Qualifications
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Minimum of 3 years banking center experience preferred, including customer service, relationship management and cash handling
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Thorough knowledge of banking products and services including deposits, lending and other financial services
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Must be Series 65 licensed, OR possess the ability to pass exam within an allotted timeframe upon hire
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Strong ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely
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Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements
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Proven customer service skills
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Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)
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Excellent communication skills, both verbal and written, with the ability to speak concisely
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Must be team-oriented
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Ability to be influential and establish positive working relationships across the organization with various stakeholders
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Knowledge of legal entity documentation preferred
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Strong attention to detail and accuracy
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Strong phone communication skills
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Proficient knowledge of Salesforce preferred
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Must be able to lift up to 50 lbs
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Ability for work Saturday’s
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.
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.
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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
