Senior Financial Relationship Consultant

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Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to
* The Dallas Morning News*’ Dallas-Fort Worth metroplex Top Workplaces 2023 and Go Banking Rate ’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at .
** Overview
* * This position is a client-facing financial service role responsible for building and maintaining high-touch relationships with consumer banking clients while originating lending, deposit products and investment products along with supporting various teller and operational duties. The role sits at the intersection of relationship management and business development, requiring the ability to identify client financial needs, deliver comprehensive banking solutions, and identify cross-engagement opportunities across the firm's private banking and commercial lines of business.

Working closely with our advisory teams to deliver investment solutions that meet clients long term needs.
** Position Responsibilities
*** Develop Client Relationships – Establish, maintain, and enhance client relationships through proactive outreach, high-touch engagement, and exceptional service delivery for consumer clients.
* High Touch Client Service (Entire Firm) – Deliver exceptional client service for all clients within Consumer, Private Bank and Commercial lines of businesses.
* Regularly review investment portfolio and asset allocation strategy with clients – Work closely with Financial Advisor, Relationship Banking Specialists and Private Banking teams.
* Lead client and prospect calls (~30% of time), provide financial strategy, comprehensive support for savings plans, investment strategy and overall banking products and services.
* Originate Consumer Lending Solutions – Identify lending needs, complete loan applications, conduct preliminary credit analysis, and facilitate the lending process for consumer customers.
* Originate Consumer Deposit Accounts – Identify banking needs, complete all appropriate account analysis, documentation and regulatory compliance.
* Manage Banking Transactions & Account Services – Process deposits, withdrawals, wire transfers, and other banking transactions with 99.5% accuracy; open new accounts and ensure regulatory compliance (KYC, AML).
* Educate Clients on Banking Products – Explain complex financial concepts clearly, conduct Financial Discovery to determine client needs and answer client questions about various consumer banking solutions.
* Identify Cross-Engagement Opportunities – Analyze active client relationships, identify complementary products and services, and collaborate with Financial Advisors, Relationship Banking Specialists, Private Client Advisors and other partners to expand client relationships.
* Conduct Proactive Customer Outreach – Make regular phone calls to existing and prospect customers, schedule follow-up meetings, and implement high-touch engagement strategies to build relationships.
* Maintain Accurate System Documentation – Log all activities in Salesforce, Alloscape, Connected Teller Pershing, and other systems with 100% accuracy; ensure timely and complete data entry for all client interactions and transactions.
* Support Regulatory & Compliance Requirements – Ensure adherence to banking regulations, complete legal documentation, implement KYC and AML procedures, and maintain confidentiality of sensitive information.
* Partner With Internal Teams – Coordinate with multiple business lines, departments, and specialists to deliver holistic solutions and identify cross-functional business opportunities.
* Participate in Community Engagement Activities – Assist with community awareness events, represent Texas Capital Bank in community initiatives, and identify business development opportunities through community involvement.
* Manage Multiple Concurrent Priorities – Effectively juggle competing priorities, handle multiple projects simultaneously, and deliver results in a fast-paced, dynamic environment.
* Support Operational Efficiency & Process…