What are the responsibilities and job description for the Financial Relationship Consultant position at Texas Capital Bank?
Overview
Texas Capital Bank is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense 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 Bank, 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 Bank was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies. 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
- Proficient knowledge of Salesforce preferred
- 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
