Financial Relationship Consultant

Texas Capital Bank•Houston, TX

10d

About The Position

Texas Capital is seeking a Financial Relationship Consultant to establish, retain, and deepen customer relationships through relationship management and accurate banking transactions. The role identifies customer needs and connects customers with relevant bank solutions, services, and experts. It supports a high-touch engagement model through proactive outreach to existing and prospective customers, and requires a strong understanding of consumer and small business offerings. The consultant handles teller activity and client requests, opens accounts for walk-in customers, and coordinates legal account documentation to support compliance with banking regulations. The role also contributes to community awareness events, assists management with operational duties, and follows Texas Capital Bank policies, procedures, and regulatory compliance guidelines. Essential duties may vary by individual position, and reasonably related additional duties may be assigned.

Requirements

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 possible improvements.
Proven customer service skills.
Proficiency with PCs and the internet, including Microsoft Office, Excel, and Word.
Excellent verbal and written communication skills, with 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

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

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 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; teller activity includes deposits, withdrawals, and wire transfers.
Open accounts for new walk-in customers and coordinate legal account documentation to ensure compliance with applicable banking regulations.
Assist with community awareness events to increase bank outreach and foster new business opportunities.
Assist management with operational duties and responsibilities.
Follow Texas Capital Bank policies, procedures, and regulatory compliance guidelines.