Denovo Financial Relationship Consultant

Texas Capital

6d•Onsite

About The Position

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.

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 procedures and processes for available improvements
Proven customer service skills
Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)
Excellent communication skills, both verbal and written, with the ability to speak concisely
Must be team-oriented
Ability to be influential and establish positive working relationships across the organization with various stakeholders
Strong attention to detail and accuracy
Strong phone communication skills

Nice To Haves

Knowledge of legal entity documentation preferred
Proficient knowledge of Salesforce preferred

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