Financial Relationship Consultant - Bilingual (Spanish)

Texas Capital Bancshares
Houston
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 2+ yearsSkills: ["Customer service","Communication","Multitasking","Problem-solving","Attention to detail"]

Build and deepen customer relationships by executing relationship management strategies and handling accurate banking transactions. Proactively reach out to new and existing customers via phone and in-branch interactions, uncover needs, and refer clients to relevant solutions and experts. Support teller activities (e.g., deposits, withdrawals, wire transfers), open new accounts with required documentation, and assist with community events and operational tasks while following compliance and bank policies.

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Texas Capital Bancshares
Texas Capital Bancshares
1 day ago

Financial Relationship Consultant - Bilingual (Spanish)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Build and deepen customer relationships by executing relationship management strategies and handling accurate banking transactions. Proactively reach out to new and existing customers via phone and in-branch interactions, uncover needs, and refer clients to relevant solutions and experts. Support teller activities (e.g., deposits, withdrawals, wire transfers), open new accounts with required documentation, and assist with community events and operational tasks while following compliance and bank policies.
Location: Houston
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Establish, retain, and deepen customer relationships by executing relationship management strategies.
  • •Perform efficient and accurate banking transactions and teller activities (e.g., deposits, withdrawals, wire transfers) with exceptional customer experience.
  • •Uncover needs of new and existing customers and refer them to appropriate solutions, services, and experts within the bank.
  • •Conduct proactive outreach and phone calls aligned to the bank’s high-touch engagement model.
  • •Open accounts for new walk-ins, coordinate legal account documentation for compliance, and assist management with operational duties and community events.

Pay and Benefits

Perks:Health InsuranceWellness StipendFertility AidsLife InsuranceDisability Insurance401kRetirement SavingsPaid LeavePaid Holidays

Key Requirements

  • •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 while completing tasks efficiently and timely.
  • •Proven customer service skills, with professional experience anticipating customer concerns and analyzing procedures for improvements.
  • •Proficient with PC/Internet and Microsoft Office (including Excel and Word); Salesforce knowledge preferred.
Experience:2+ yearsBanking
Skills:Customer serviceCommunicationMultitaskingProblem-solvingAttention to detail
Languages:Spanish
Tech Stack:Microsoft OfficeExcelWordSalesforcePC/Internet

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