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. 

The success of Texas Capital Bank has provided many of our employees with new career opportunities. As the bank continues to grow, new positions will become available, and, whenever possible, we look to fill these roles with employees who have excelled in their current role and have an interest in expanding their responsibilities.

Employees should feel free to express interest in another position without fear of jeopardizing their current position or future opportunities. The best candidate, whether external or internal, will be selected for the position based on desired skills, business needs, qualifications, experience, etc.

For more information about applying internally, please review the “Applying for internal Jobs” document found via Gateway

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 prospect 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-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations

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

• Assist management with various operational duties and responsibilities

• Abide by Texas Capital Bank policies, procedures, and regulatory compliance guidelines

• Saturday Banking Support

Requirements

• Minimum of 2 years 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 accomplish many tasks efficiently and timely

• Professional experience anticipating common customer concerns and analyzing current proce