Financial Relationship Consultant

Texas Capital•Fort Worth, TX

About The Position

The Financial Relationship Consultant establishes, retains, and deepens customer relationships by delivering banking transactions and customer service, identifying customer needs, and connecting customers with relevant bank solutions and experts. The role supports consumer and small business customers through proactive outreach, account opening, teller services, and responses to client requests, while providing an exceptional customer experience and following applicable banking policies and regulatory requirements. The position also contributes to community outreach and new business opportunities, assists management with operational duties, and may travel between locations to support regional operations. Duties may vary by individual position, and Texas Capital Bank may assign reasonably related additional duties consistent with departmental policy.

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.
Proven 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 with stakeholders across the organization.
Strong attention to detail and accuracy.
Strong phone communication skills.
Ability to lift up to 50 lbs.
Ability to travel between locations to support regional operations.

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 bank solutions, services, and experts.
Conduct proactive customer outreach aligned with the bank’s high-touch engagement model, including calls to existing and prospective customers.
Develop an understanding of consumer and small business solutions and services to answer prospect questions.
Handle banking transactions, teller activity, and client requests, including deposits, withdrawals, and wire transfers.
Open accounts for walk-in customers and coordinate legal account documentation to support compliance with 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.
Travel between locations to support regional operations.