Retail Banking Advisor

Texas Capital Bank•Richardson, TX

About The Position

The Retail Banking Advisor supports new clients through Texas Capital’s digital onboarding process and helps ensure a smooth transition to ongoing banking services. The role makes daily phone calls to new clients, provides high-touch guidance, resolves technical barriers in real time, facilitates account setup and initial funding, verifies client information, and ensures regulatory and compliance requirements are met. The advisor introduces clients to products, services, and online banking features, and identifies additional banking opportunities through needs-based conversations. The position also maintains a professional, organized Financial Solutions Office that supports employee banking services; partners with in-market Financial Centers to facilitate client transitions; records client feedback and escalates service issues; and maintains accurate client and transaction documentation in banking systems. It requires strong client-service, analytical, communication, project-management, risk-management, and organizational skills in a fast-paced, collaborative environment. Travel to multiple Financial Center sites, including overnight stays, is required at 75% or more.

Requirements

At least 5 years of experience in client service and client-facing industries.
Strong knowledge of bank security protocols, Financial Center operations, client service, and sales.
Proven leadership skills and ability to build influence and drive change management.
Ability to multitask, manage competing priorities, and maintain attention to detail and accuracy.
Independent judgment, including the ability to de-escalate concerns and implement creative solutions.
Strong observation and decision-making skills.
Technical proficiency in MS Office, Power BI, Salesforce, and financial and data reporting.
Excellent written, interpersonal, and verbal communication skills.
Project management expertise and ability to lead complex, multi-phase initiatives with competing priorities.
Strong risk management and compliance acumen, including the ability to identify and proactively resolve operational risks.
Ability to work effectively in a fast-paced, highly collaborative environment.
Ability to travel to multiple Financial Center sites at least 75% of the time, including overnight stays.
Flexibility and adaptability to changing business priorities.
Analytical skills to identify root causes and resolve client and operational issues.
Clear, professional communication to explain products and processes effectively.

Nice To Haves

Banking experience preferred.
Bachelor’s degree in business (such as Finance, Accounting, or Real Estate) or another relevant degree preferred.

Responsibilities

Make daily phone calls to new clients and provide high-touch guidance throughout digital onboarding.
Help clients navigate the digital onboarding platform, troubleshoot technical barriers, and complete the process accurately.
Facilitate account setup and initial deposits, verify information, and meet regulatory and compliance requirements.
Educate new clients about products, services, and online banking features, establishing a foundation for long-term relationships.
Build partnerships with in-market Financial Centers to support seamless transitions from digital acquisition channels to high-touch service teams.
Identify opportunities for client engagement and explain additional products and services aligned with clients’ banking needs and financial profiles through needs-based conversations.
Collect and document client feedback and escalate concerns and service issues to appropriate departments.
Maintain accurate client records, interaction notes, and transaction documentation in banking systems in accordance with regulatory requirements and service standards.
Manage and maintain the physical Financial Solutions Office, keeping it professional, organized, and suitable for client interactions.
Identify root causes and resolve client and operational issues, de-escalating concerns and implementing solutions as appropriate.
Manage competing priorities, including calls, office operations, and onboarding, in a fast-paced environment.
Travel to multiple Financial Center sites, including overnight stays, as required.