Texas Capital · 1 month ago
Sr Financial Relationship Consultant
Dallas, TX
Full-time
Onsite
Mid, Senior Level
3+ years expTexas Capital is built to help businesses and their leaders, providing a range of banking services with a focus on building long-lasting relationships. The Sr Financial Relationship Consultant will establish and deepen customer relationships, execute banking transactions, and provide tailored solutions to meet client needs.
BankingFinanceFinancial Services
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 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 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
Qualification
Required
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
Strong attention to detail and accuracy
Strong phone communication skills
Must be able to lift up to 50 lbs
Ability for work Saturday's
Preferred
Minimum of 3 years banking center experience preferred, including customer service, relationship management and cash handling
Knowledge of legal entity documentation preferred
Proficient knowledge of Salesforce preferred
Benefits
Health insurance coverage
Wellness program
Fertility and family building aids
Life and disability insurance
Retirement savings plans with a generous 401K match
Paid leave programs
Paid holidays
Paid time off (PTO)
Company
Texas Capital
Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation.
1001-5000 employees
H1B Sponsorship
Texas Capital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (9)
2023 (11)
2022 (20)
Funding
Current Stage
Public CompanyTotal Funding
unknown2003-08-13IPO
Leadership Team
David Oman
Chief Risk Officer (CRO)
Vivek Misra
Managing Director & Enterprise Chief Compliance Officer
Recent News
2026-01-09
2025-12-02
Company data provided by crunchbase