Denovo Financial Relationship Consultant

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

Build and deepen customer relationships by executing relationship management strategies and performing accurate banking transactions. Discover customer needs for new and existing clients and refer them to appropriate solutions and experts. Conduct proactive outreach via phone and community engagement, support account openings and compliance documentation, and deliver exceptional teller and client service in a fast-paced banking center.

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Texas Capital Bancshares
Texas Capital Bancshares
4 days ago

Denovo Financial Relationship Consultant

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Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live

Job Summary

Build and deepen customer relationships by executing relationship management strategies and performing accurate banking transactions. Discover customer needs for new and existing clients and refer them to appropriate solutions and experts. Conduct proactive outreach via phone and community engagement, support account openings and compliance documentation, and deliver exceptional teller and client service in a fast-paced banking center.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Establish, retain, and deepen customer relationships using relationship management strategies while performing efficient and accurate banking transactions.
  • •Uncover customer needs and refer prospects and existing customers to relevant solutions, services, and experts within the bank.
  • •Conduct proactive outreach, including phone calls and engagement aligned to a high-touch customer model.
  • •Handle teller activity and client requests with exceptional customer experience, including deposits, withdrawals, wire transfers, and similar transactions.
  • •Open accounts for new walk-ins, coordinate legal account documentation for compliance, and assist management with operational duties.

Pay and Benefits

Perks:Health InsuranceWellness StipendFertility AidsLife InsuranceDisability Insurance401kRetirement SavingsPaid LeavePaid Holidays

Key Requirements

  • •Minimum 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 to complete many tasks efficiently and timely.
  • •Proven customer service skills and strong phone communication skills.
  • •Proficient knowledge of PC/Internet and Microsoft Office (including Excel and Word); Salesforce knowledge preferred.
Experience:2+ yearsBanking
Skills:Customer serviceCommunicationMultitaskingProblem-solvingTeamworkAttention to detailRelationship building
Tech Stack:Microsoft OfficeExcelWordSalesforce

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