Texas Capital
Financial Relationship Consultant - Bilingual Spanish
Houston, TX
Sponsorship not specifiedDetected 18 days ago
ComplianceSalesforceExcelCustomer SupportCommunicationMicrosoft Office
About the role
- Texas Capital is built to help businesses and their leaders.
- Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.
- Our bankers are seasoned financial experts who possess deep experience across a multitude of industries.
Responsibilities
- At Texas Capital, we do more than build business success.
- We build long-lasting relationships.
Requirements
- 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
- Must be able to lift up to 50 lbs
- Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects
Nice to have
- Open accounts for new walk-in
- coordinate legal account documentation to ensure compliance with all relevant banking regulations
- Assist in community awareness events to increase bank outreach and foster new business opportunities
- Assist management with various operational duties and responsibilities
- Abide by Texas Capital Bank policies, procedures, and regulatory compliance guidelines
- 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
Company info
- Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank
- Proactive phone calls to both existing and prospect customers
- While we are rooted in core financial products, we are differentiated by our approach.
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This listing is sourced directly from Texas Capital's careers page and normalized into a canonical job model.