Texas Capital is a banking and financial services company serving businesses, middle-market clients, real estate borrowers, and private banking customers. Its services span commercial and investment banking, real estate financing, and private banking. The Texas Capital Foundation extends the company’s work into philanthropy and financial wellness initiatives.
Financial Relationship Consultant – Fort Worth
Serve consumer and small business customers at Texas Capital Bank’s Fort Worth banking center. Manage customer relationships, process transactions, open accounts, and conduct outreach.
Description
- Build and strengthen customer relationships through service strategies and accurate banking transactions
- Identify customer needs and connect customers with relevant bank services, solutions, and specialists
- Carry out proactive customer outreach using a high-touch engagement approach
- Call current and prospective customers proactively
- Learn consumer and small business products and services to answer prospective customers’ questions
- Process teller transactions and customer requests, including deposits, withdrawals, and wire transfers
- Open accounts for walk-in customers and coordinate legal documentation to meet regulatory requirements
- Support community events that raise awareness of the bank and encourage new business
- Help management with operational tasks and responsibilities
- Follow Texas Capital Bank policies, procedures, and regulatory requirements
Requirements
- Banking center experience of at least two years is preferred, including customer service, relationship management, and cash handling
- Knowledge of banking products and services, including deposits, lending, and other financial services
- Able to manage multiple tasks and solve problems efficiently in a fast-paced setting
- Professional experience anticipating common customer concerns and reviewing procedures and processes for potential improvements
- Demonstrated customer service ability
- Proficient with PCs and the internet, including Microsoft Office applications such as Excel and Word
- Clear, concise verbal and written communication skills
- Team-oriented approach
- Able to influence others and build positive working relationships with stakeholders across the organization
- Knowledge of legal entity documentation is preferred
- Strong attention to detail and accuracy
- Strong telephone communication skills
- Salesforce proficiency is preferred
- Able to lift up to 50 pounds
- Able to travel between locations to support regional operations
Benefits
- Health insurance
- Wellness program
- Fertility and family-building assistance
- Life and disability insurance
- Retirement savings plans with a generous 401(k) match
- Paid leave programs
- Paid holidays
- Paid time off