Retail Banking Advisor

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.

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.

Texas Capital provides a variety of benefits to colleagues, including 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, and paid time off (PTO).

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 GoBankingRate's 2023 list of Best Regional Banks.

Responsibilities

• Ability to guide clients through digital onboarding and resolve technical barriers in real time
• Strong analytical skills to identify root causes and resolve client and operational issues
• Capability to manage multiple priorities (calls, office operations, onboarding) in a fast-paced environment
• Clear, professional verbal and written communication to explain products and processes effectively
• Manage and maintain the physical Financial Solutions Office that supports employee banking services; ensure workspace is professional, organized, and conducive to client interactions
• Execute phone calls daily to new clients; provide high-touch guidance and support throughout the firms digital onboarding process
• Assist clients in navigating the digital onboarding platform; troubleshoot technical barriers and provide real-time guidance to ensure completion and accuracy
• Facilitate account setup, fund initial deposits, verify information, and ensure all regulatory and compliance requirements are met
• Create positive first impressions; educate new clients on products, services, and online banking features; establish foundation for long-term relationships
• Build and maintain strong partnerships with in-market Financial Centers to facilitate seamless client transitions from digital acquisition channels to dedicated high-touch service teams
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• Identify cross-engagement opportunities; educate clients on additional products and services aligned with their banking needs and financial profile via Needs Based Conversations
• Collect and document client feedback; escalate concerns and service issues to appropriate departments for resolution and continuous improvement
• Maintain detailed and accurate client records within various banking systems; ensure all interactions, notes, and transaction documentation meet regulatory requirement and client service standards

Qualifications

• 5+ years in client service and client facing industries
• Banking experience preferred
• Bachelor's degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree preferred
• Strong knowledge of bank security protocols, financial center operations, client service, and sales.
• Proven leadership skills; ability to build influence and drive change management.
• Excellent ability to multi-task, manage competing priorities, and maintain attention to detail and accuracy.
• Strong independent judgment; comfortable de-escalating concerns and implementing creative solutions.
• Strong observation and decision-making skills.
• Strong technical proficiency in MS Office, Power BI, Salesforce, and financial/data reporting.
• Exceptional written, interpersonal, and communication skills.
• Demonstrated project management expertise; ability to lead complex, multi-phase initiatives with competing priorities.
• Strong risk management and compliance acumen; ability to identify and resolve operational risks proactively.
• Ability to work effectively in a fast-paced, highly collaborative environment.
• Comfortable traveling to multiple Financial Center sites (75%+ travel, including overnight stays required).
• Flexible and adaptable to changing business priorities.

Additional information

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.