Financial Counselor - Now Hiring!

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. 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. 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 prospect customers

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-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

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

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)

Knowledge of legal entity documentation preferred

Strong phone communication skills

Proficient knowledge of Salesforce preferred

Ability to travel between locations to support regional operations

Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.