Financial Relationship Consultant

Texas Capital Bancshares
Austin
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementSkills: ["Communication","Customer service","Relationship management","Multitasking","Attention to detail"]

Build and deepen customer relationships by executing relationship management strategies and completing accurate banking transactions. Identify customer needs for new and existing clients, make proactive outreach calls, and refer prospects to appropriate solutions and experts. Handle teller activities such as deposits, withdrawals, and wire transfers, open accounts for walk-ins, and ensure compliance with banking regulations while supporting community awareness events and operational duties.

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FursaFursa
Texas Capital Bancshares
Texas Capital Bancshares
1 month ago

Financial Relationship Consultant

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Build and deepen customer relationships by executing relationship management strategies and completing accurate banking transactions. Identify customer needs for new and existing clients, make proactive outreach calls, and refer prospects to appropriate solutions and experts. Handle teller activities such as deposits, withdrawals, and wire transfers, open accounts for walk-ins, and ensure compliance with banking regulations while supporting community awareness events and operational duties.
Location: Austin
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Establish, retain, and deepen customer relationships through relationship management strategies and accurate banking transactions.
  • •Uncover needs of new and existing customers and refer them to relevant solutions, services, and experts.
  • •Conduct proactive customer outreach and phone calls to existing and prospect customers.
  • •Handle banking teller activity and client requests, including deposits, withdrawals, and wire transfers.
  • •Open accounts for new walk-ins and coordinate legal account documentation to ensure compliance with banking regulations.

Pay and Benefits

Perks:Health InsuranceWellness StipendFertility BenefitsLife InsuranceDisability Insurance401kPaid 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.
  • •Strong customer service skills and excellent verbal and written communication.
  • •Proficiency with PC/Internet and Microsoft Office (including Excel and Word).
  • •Ability to multitask and problem-solve in a fast-paced environment with strong attention to detail and accuracy.
Experience:BankingCustomer serviceFinancial services
Skills:CommunicationCustomer serviceRelationship managementMultitaskingAttention to detail
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