Sr Financial Relationship Consultant

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.  

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. 

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). 

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. 

Responsibilities

• Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions

• Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank

• Proactive customer outreach that is aligned to our high-touch / engagement model

• Proactive phone calls to both existing and prospective customers

• Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects

• Handle all banking transaction, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to: deposits, withdrawals, wire transfers, etc.

• Open accounts for new walk-ins; coordinate account documentation to ensure compliance with all relevant banking regulations

• Originate lending solutions for both Small Business and Consumer relationships

• Partner directly with various lines of businesses to ensure deeper client relationships

• Assist in community awareness events to increase bank outreach and foster new business opportunities

• Assist management with various operational duties and responsibilities

• Obtain the FINRA Series 65 license within the first 30 days of employment   

• Abide by Texas Capital Bank policies, procedures, and regulatory compliance guidelines, including any licensing requirements

Qualifications

• Minimum of 3 years banking center experience preferred, including customer service, relationship management and cash handling

• Thorough knowledge of banking products and services including deposits, lending and other financial services

• Must be Series 65 licensed, or possess the ability to pass exam within an allotted timeframe upon hire

• Strong ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely

• Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements

• Proven customer service skills

• Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)

• Excellent communication skills, both verbal and written, with the ability to speak concisely

• Must be team-oriented

• Ability to be influential