Financial Relationship Consultant

Texas Capital•Houston, TX

11d

About The Position

The Financial Relationship Consultant establishes, retains, and deepens customer relationships by carrying out relationship management strategies and handling banking transactions efficiently and accurately. The role identifies the needs of new and existing customers and connects them with appropriate bank solutions, services, and experts. It includes proactive customer outreach, answering questions about consumer and small-business offerings, providing an exceptional experience during teller activity and client requests, and opening accounts for walk-in customers while coordinating legal documentation for regulatory compliance. The consultant also supports community awareness events and assists management with operational duties, while following Texas Capital Bank policies, procedures, and regulatory guidelines. Reasonably related additional duties may be assigned 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.
Demonstrated customer service skills.
Proficiency with 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.
Proficiency in Salesforce.

Responsibilities

Establish, retain, and deepen customer relationships through relationship management strategies and efficient, accurate banking transactions.
Identify new and existing customer needs and refer customers to relevant bank solutions, services, and experts.
Conduct proactive outreach to existing and prospective customers, including phone calls, in alignment with the bank’s high-touch engagement model.
Develop a strong understanding of consumer and small-business solutions and services to answer prospects’ questions.
Handle banking transactions, teller activity, and client requests while providing an exceptional customer experience; teller activity includes deposits, withdrawals, and wire transfers.
Open accounts for walk-in customers and coordinate legal account documentation to ensure compliance with relevant banking regulations.
Assist with community awareness events to increase bank outreach and foster 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, consistent with departmental policy.