Financial Relationship Consultant

Texas Capital Bancshares
United States
Full timeFunction: Customer Success & Account ManagementExperience: 2+ yearsSkills: ["Customer service","Relationship building","Communication","Multitasking","Problem-solving","Attention to detail","Teamwork","Compliance","Phone communication"]

Build and deepen customer relationships while executing accurate banking transactions. Uncover customers’ needs through proactive phone outreach and customer engagement, then connect them to the right banking solutions and experts. Handle teller activities, open accounts for walk-ins, coordinate legal documentation, and ensure compliance. Support community outreach and assist management with operational duties, delivering an exceptional customer experience in a fast-paced banking center.

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Texas Capital Bancshares
Texas Capital Bancshares
1 day ago

Financial Relationship Consultant

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Build and deepen customer relationships while executing accurate banking transactions. Uncover customers’ needs through proactive phone outreach and customer engagement, then connect them to the right banking solutions and experts. Handle teller activities, open accounts for walk-ins, coordinate legal documentation, and ensure compliance. Support community outreach and assist management with operational duties, delivering an exceptional customer experience in a fast-paced banking center.
Location: United States
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Establish, retain, and deepen customer relationships while executing relationship management strategies and accurate banking transactions
  • •Uncover needs of new and existing customers and refer them to relevant solutions, services, and experts
  • •Perform proactive customer outreach including phone calls to existing and prospect customers
  • •Handle banking transactions and teller activity (e.g., deposits, withdrawals, wire transfers) with exceptional customer experience
  • •Open accounts for new walk-ins and coordinate legal account documentation to ensure compliance with banking regulations
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceWellness StipendLife InsuranceDisability Insurance401kPaid Leave

Key Requirements

  • •2+ years of 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 while completing tasks efficiently
  • •Strong customer service skills and professional experience anticipating customer concerns
  • •Proficient PC/Internet skills (Microsoft Office, including Excel and Word), with Salesforce knowledge preferred
Experience:2+ yearsBanking
Skills:Customer serviceRelationship buildingCommunicationMultitaskingProblem-solvingAttention to detailTeamworkCompliancePhone communication
Tech Stack:Microsoft OfficeExcelWordPC/InternetSalesforce

Company Brief

Texas Capital Bancshares
Texas Capital Bancshares is the publicly traded parent company of Texas Capital Bank, a full-service financial institution offering commercial banking, treasury management, wealth management, and capital markets services to businesses and individuals in Texas and beyond.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Dallas, United States
Founded: 1998
WebsiteLinkedIn