Financial Relationship Consultant

Texas Capital Bancshares
San Antonio
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 2+ yearsSkills: ["Customer service","Communication","Multitasking","Problem-solving","Team-oriented"]

Build and deepen customer relationships by executing relationship management strategies and delivering accurate, high-quality banking transactions. Learn customers’ needs, proactively reach out by phone and in person, and refer them to the right solutions and experts. Handle teller activity and account opening with proper documentation, support community outreach events, and assist management with operational duties while following policies, procedures, and regulatory compliance.

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Texas Capital Bancshares
Texas Capital Bancshares
6 days ago

Financial Relationship Consultant

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live
Reposted: first listed 5 days ago

Job Summary

Build and deepen customer relationships by executing relationship management strategies and delivering accurate, high-quality banking transactions. Learn customers’ needs, proactively reach out by phone and in person, and refer them to the right solutions and experts. Handle teller activity and account opening with proper documentation, support community outreach events, and assist management with operational duties while following policies, procedures, and regulatory compliance.
Location: San Antonio
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

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

Pay and Benefits

Perks:Health InsuranceLife InsuranceDisability Insurance401k MatchPaid Leave

Key Requirements

  • •Minimum of 2 years of banking center experience, 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 tasks efficiently and timely.
  • •Professional experience anticipating common customer concerns and analyzing procedures for possible improvements.
  • •Proven customer service skills and proficient knowledge of PC/Internet (Microsoft Office including Excel and Word).
Experience:2+ yearsBankingFinancial servicesCustomer service
Skills:Customer serviceCommunicationMultitaskingProblem-solvingTeam-oriented
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