Retail Banking Advisor

Texas Capital•Dallas, NC

About The Position

The Retail Banking Advisor supports clients through digital onboarding and provides high-touch service to new clients. The role involves guiding clients through account setup, resolving technical barriers, ensuring initial deposits and account information are handled accurately, and meeting applicable regulatory and compliance requirements. The advisor educates clients about banking products, services, and online banking features, while building relationships and identifying relevant cross-engagement opportunities. The position also maintains the physical Financial Solutions Office used for employee banking services, works with in-market Financial Centers to support client transitions, documents client feedback and interactions, and escalates service issues. The role requires managing calls, office operations, onboarding, and other priorities in a fast-paced environment. Travel to multiple Financial Center sites, including overnight stays, is required 75% or more of the time.

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.
Strong independent judgment, including the ability to de-escalate concerns and implement creative solutions.
Strong observation and decision-making skills.
Strong technical proficiency in MS Office, Power BI, Salesforce, and financial or data reporting.
Excellent written, interpersonal, and communication skills.
Demonstrated project management expertise and ability to lead complex, multi-phase initiatives with competing priorities.
Strong risk management and compliance acumen, including the ability to proactively identify and resolve operational risks.
Ability to work effectively in a fast-paced, highly collaborative environment.
Ability to travel to multiple Financial Center sites 75% or more of the time, including overnight stays.
Flexible and adaptable to changing business priorities.
Ability to guide clients through digital onboarding and resolve technical barriers in real time.
Strong analytical skills to identify root causes and resolve client and operational issues.
Clear, professional verbal and written communication to explain products and processes effectively.

Nice To Haves

Banking experience.
A bachelor's degree in business, such as Finance, Accounting, or Real Estate, or another relevant degree.

Responsibilities

Guide clients through digital onboarding and resolve technical barriers in real time.
Identify root causes and resolve client and operational issues.
Manage multiple priorities, including calls, office operations, and onboarding.
Maintain the physical Financial Solutions Office and ensure it is professional, organized, and suitable for client interactions.
Call new clients daily and provide high-touch guidance and support throughout digital onboarding.
Help clients navigate the digital onboarding platform, troubleshoot technical barriers, and ensure onboarding is completed accurately.
Facilitate account setup and initial deposits, verify information, and meet regulatory and compliance requirements.
Create positive first impressions and educate new clients about products, services, and online banking features.
Build partnerships with in-market Financial Centers to support seamless transitions from digital acquisition channels to high-touch service teams.
Identify cross-engagement opportunities and educate clients about products and services aligned with their banking needs and financial profile through needs-based conversations.
Collect and document client feedback and escalate concerns and service issues to appropriate departments.
Maintain accurate client records in banking systems and ensure interactions, notes, and transaction documentation meet regulatory requirements and client service standards.