Sr Financial Relationship Consultant

The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.

• 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 prospective 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 is not limited to: deposits, withdrawals, wire transfers, etc.
• Open accounts for new walk‑ins; coordinate account documentation to ensure compliance with all relevant banking regulations
• Originate lending solutions for both Small Business and Consumer relationships
• Partner directly with various lines of businesses to ensure deeper client relationships
• Assist in community awareness events to increase bank outreach and foster new business opportunities
• Assist management with various operational duties and responsibilities
• Obtain the FINRA Series 65 license within the first 30 days of employment
• Abide by Texas Capital Bank policies, procedures, and regulatory compliance guidelines, including any licensing requirements

• Minimum of 3 years banking center experience preferred, including customer service, relationship management and cash handling
• Thorough knowledge of banking products and services including deposits, lending and other financial services
• Must be Series 65 licensed, or possess the ability to pass exam within an allotted timeframe upon hire
• Strong 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
• Knowledge of legal entity documentation preferred
• Strong attention to detail and accuracy
• Strong phone communication skills
• Proficient knowledge of Salesforce preferred
• Must be able to lift up to 50 lbs
• Ability to work Saturdays

Texas Capital is an Equal Opportunity Employer.