Financial Relationship Consultant

Texas Capital Bank•The Woodlands, TX

About The Position

The Financial Relationship Consultant establishes, retains, and deepens customer relationships by delivering efficient, accurate banking transactions and proactive relationship management. The role identifies the needs of new and existing customers and connects them with relevant banking solutions, services, and experts. It supports a high-touch customer engagement model through outreach to current and prospective customers, strong knowledge of consumer and small-business offerings, and responsive handling of transactions and client requests. The consultant performs teller activities such as deposits, withdrawals, and wire transfers; opens accounts for walk-in customers; and coordinates legal account documentation to support regulatory compliance. The role also contributes to community awareness events and assists management with operational duties. Employees must follow Texas Capital Bank policies, procedures, and regulatory compliance guidelines. Reasonably related additional duties may be assigned. The position may require lifting up to 50 pounds.

Requirements

At least 2 years of banking center experience is 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 solve problems in a fast-paced environment while completing tasks efficiently and on time.
Professional experience anticipating common customer concerns and analyzing procedures and processes for potential improvements.
Demonstrated customer service skills.
Proficient knowledge of PCs and the internet, including Microsoft Office applications such as Excel and Word.
Excellent verbal and written communication skills, including the ability to speak concisely.
Team-oriented approach.
Ability to influence and establish positive working relationships across the organization with various stakeholders.
Strong attention to detail and accuracy.
Strong phone communication skills.
Ability to lift up to 50 pounds.

Nice To Haves

Knowledge of legal entity documentation.
Proficient knowledge of Salesforce.
At least 2 years of banking center experience, including customer service, relationship management, and cash handling.

Responsibilities

Establish, retain, and deepen customer relationships by executing relationship management strategies and performing efficient, accurate banking transactions.
Identify the needs of new and existing customers and refer them to relevant solutions, services, and experts within the bank.
Conduct proactive customer outreach aligned with the bank’s high-touch engagement model, including phone calls to existing and prospective customers.
Develop a strong understanding of consumer and small-business solutions and services to answer prospect questions.
Handle banking transactions, teller activity, and client requests while providing an exceptional customer experience.
Perform teller activities, including deposits, withdrawals, and wire transfers.
Open accounts for walk-in customers and coordinate legal account documentation to ensure compliance with applicable banking regulations.
Assist with community awareness events to increase outreach and foster new business opportunities.
Assist management with operational duties and responsibilities.
Follow Texas Capital Bank policies, procedures, and regulatory compliance guidelines.
Perform reasonably related additional duties as assigned.