Job description
Overview:
Responsibilities:
Texas Capital Bank is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense 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 Bank, we do more than build business success. We build long lasting relationships.
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital Bank was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies. For more information about joining our team, please visit us at www.texascapitalbank.com
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital Bank was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies. For more information about joining our team, please visit us at www.texascapitalbank.com
Responsibilities:
The Relationship Associate serves a critical role in our Private Wealth Operations. Responsibilities include:
- Provide banking clients with outstanding service including opening accounts, transferring funds, processing wires, stop payments, and answering questions with regards to deposit accounts
- Work with other internal departments regarding account inquiries
- Coordinate legal account documentation to ensure compliance with various regulations.
- Assist management with various operational duties and responsibilities.
- Act as a liaison with various internal business partners to facilitate client on-boardings.
- Offer and cross-sell bank products and services.
- Provide exceptional client experience for miscellaneous account issues as needed.
- Abide by Texas Capital Bank policies, procedures, and regulatory compliance guidelines.
- Assist with special projects as necessary.
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. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.
Qualifications:
- Must have at least 3 years’ experience in a commercial bank working with corporate bankers.
- Prior Private Wealth client experience preferred.
- Prior experience with FISERV Signature or other deposit systems preferred.
- Superior client service skills/attitude
- Proficient knowledge of PC/Internet including Word, PowerPoint and Excel
- Superior understanding of bank documents as they relate to DDA’s, affidavits, and fraud reporting.
- Strong change management skills and ability to work at a consistently changing pace
- Strong organizational skills to include effective time management in all key responsibilities of the job.
- Strong analytical, problem solving, and decision-making skills.
- Ability to handle multiple tasks and interruptions, in a fast-paced environment to ensure that deadlines are met.
- Ability to readily identify needs and requirements and establish plans and processes to ensure successful results.
- Proficient knowledge of PC/Internet including Word, PowerPoint and Excel
- Familiarity with SalesForce CRM tools a plus
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