Financial Relationship Consultant

Texas Capital

. Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions .

Posted 10/13/2026full-timeFort Worth • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer relationship management and banking transactions, with a strong understanding of banking products and services. Proven ability to multitask, problem-solve, and communicate effectively in a fast-paced environment.

Highest-signal resume keywords

Customer Relationship ManagementBanking TransactionsKnowledge of Banking ProductsProficient in Microsoft OfficeSalesforce Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingDepositsWithdrawalsWire TransfersAccount OpeningRegulatory ComplianceLegal Entity DocumentationProblem SolvingAttention to DetailMultitasking

Soft Skills

Customer Service SkillsExcellent Communication SkillsTeam-OrientedInfluential Relationship BuildingStrong Phone Communication Skills

Tools & Technologies

Microsoft OfficeSalesforce

Industry Keywords

Banking Center ExperienceConsumer SolutionsSmall Business SolutionsCommunity Awareness EventsOperational Duties

About the role

Key responsibilities & impact

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 relevant solutions, services, and experts within the bank
Conduct proactive customer outreach aligned to the high-touch / engagement model
Make proactive phone calls to existing and prospective customers
Develop understanding of consumer and small business solutions and service offerings to answer prospect questions
Handle banking transactions, teller activity, and client requests, including deposits, withdrawals, and wire transfers
Open accounts for new walk-in customers and coordinate legal account documentation for regulatory compliance
Assist in community awareness events to increase bank outreach and foster new business opportunities
Assist management with operational duties and responsibilities
Abide by Texas Capital Bank policies, procedures, and regulatory compliance guidelines

Requirements

What you’ll need

Minimum of 2 years banking center experience preferred, including customer service, relationship management and cash handling
Knowledge of banking products and services including deposits, lending and other financial services
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 travel between locations to support regional operations

Benefits

Comp & perks

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)