Texas Capital Bancshares

2 months ago

Sr. Financial Relationship Consultant - Dallas/Fort Worth

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Build and deepen customer relationships by delivering efficient, accurate banking transactions and proactive outreach. Uncover customers’ needs, refer them to appropriate solutions and experts, and develop strong knowledge of consumer and small business products. Open accounts, coordinate documentation for regulatory compliance, and originate lending solutions. Partner across lines of business and support community events, while obtaining the FINRA Series 65 license within the first 30 days.

Location: United States

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 accurate banking transactions.
•Uncover customer needs for new and existing customers and refer them to relevant solutions, services, and experts within the bank.
•Proactively reach out via phone and customer engagement aligned to a high-touch model.
•Handle banking transaction/teller activity (e.g., deposits, withdrawals, wire transfers) and client requests with exceptional customer experience.
•Open accounts for new walk-ins with compliant documentation, coordinate operational duties, and originate lending solutions for consumer and small business relationships.

Pay and Benefits

Perks:Health InsuranceWellness StipendFertility BenefitsLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

•Minimum 3 years of banking center experience, including customer service, relationship management, and cash handling.
•Series 65 licensed, or ability to pass the exam within an allotted timeframe after hire.
•Thorough knowledge of banking products and services including deposits, lending, and other financial services.
•Proven customer service skills with strong communication (verbal and written) and phone communication.
•Proficient in Microsoft Office (Excel, Word) and ability to multitask, problem solve, and maintain attention to detail.

Experience:3+ yearsBankingCustomer serviceRelationship managementCash handling

Skills:Customer serviceRelationship buildingMultitaskingProblem-solvingCommunication

Certifications:FINRA Series 65

Tech Stack:Microsoft OfficeExcelWordSalesforce

Company Brief

Texas Capital Bancshares

Industry: Banking

Website

Loading job details...

Preparing the role view and application actions.

Texas Capital Bancshares

2 months ago

Sr. Financial Relationship Consultant - Dallas/Fort Worth

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: United States

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 accurate banking transactions.
•Uncover customer needs for new and existing customers and refer them to relevant solutions, services, and experts within the bank.
•Proactively reach out via phone and customer engagement aligned to a high-touch model.
•Handle banking transaction/teller activity (e.g., deposits, withdrawals, wire transfers) and client requests with exceptional customer experience.
•Open accounts for new walk-ins with compliant documentation, coordinate operational duties, and originate lending solutions for consumer and small business relationships.

Pay and Benefits

Perks:Health InsuranceWellness StipendFertility BenefitsLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

•Minimum 3 years of banking center experience, including customer service, relationship management, and cash handling.
•Series 65 licensed, or ability to pass the exam within an allotted timeframe after hire.
•Thorough knowledge of banking products and services including deposits, lending, and other financial services.
•Proven customer service skills with strong communication (verbal and written) and phone communication.
•Proficient in Microsoft Office (Excel, Word) and ability to multitask, problem solve, and maintain attention to detail.

Experience:3+ yearsBankingCustomer serviceRelationship managementCash handling

Skills:Customer serviceRelationship buildingMultitaskingProblem-solvingCommunication

Certifications:FINRA Series 65

Tech Stack:Microsoft OfficeExcelWordSalesforce

Company Brief

Texas Capital Bancshares

Industry: Banking

Website