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Texas Capital · 1 week ago

Senior Financial Relationship Consultant

Austin, TX

Full-time

Onsite

Senior Level

Texas Capital is built to help businesses and their leaders, providing a range of financial services with a commitment to building long-lasting relationships. The Senior Financial Relationship Consultant is responsible for developing and maintaining client relationships, originating lending and deposit products, and delivering comprehensive banking solutions to meet clients' financial needs.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Develop Client Relationships – Establish, maintain, and enhance client relationships through proactive outreach, high-touch engagement, and exceptional service delivery for consumer clients

High Touch Client Service (Entire Firm) – Deliver exceptional client service for all clients within Consumer, Private Bank and Commercial lines of businesses

Regularly review investment portfolio and asset allocation strategy with clients – Work closely with Financial Advisor, Relationship Banking Specialists and Private Banking teams

Lead client and prospect calls (~30% of time), provide financial strategy, comprehensive support for savings plans, investment strategy and overall banking products and services

Originate Consumer Lending Solutions – Identify lending needs, complete loan applications, conduct preliminary credit analysis, and facilitate the lending process for consumer customers

Originate Consumer Deposit Accounts – Identify banking needs, complete all appropriate account analysis, documentation and regulatory compliance

Manage Banking Transactions & Account Services – Process deposits, withdrawals, wire transfers, and other banking transactions with >99.5% accuracy; open new accounts and ensure regulatory compliance (KYC, AML)

Educate Clients on Banking Products – Explain complex financial concepts clearly, conduct Financial Discovery to determine client needs and answer client questions about various consumer banking solutions

Identify Cross-Engagement Opportunities – Analyze active client relationships, identify complementary products and services, and collaborate with Financial Advisors, Relationship Banking Specialists, Private Client Advisors and other partners to expand client relationships

Conduct Proactive Customer Outreach – Make regular phone calls to existing and prospect customers, schedule follow-up meetings, and implement high-touch engagement strategies to build relationships

Maintain Accurate System Documentation – Log all activities in Salesforce, Alloscape, Connected Teller Pershing, and other systems with 100% accuracy; ensure timely and complete data entry for all client interactions and transactions

Support Regulatory & Compliance Requirements – Ensure adherence to banking regulations, complete legal documentation, implement KYC and AML procedures, and maintain confidentiality of sensitive information

Partner With Internal Teams – Coordinate with multiple business lines, departments, and specialists to deliver holistic solutions and identify cross-functional business opportunities

Participate in Community Engagement Activities – Assist with community awareness events, represent Texas Capital Bank in community initiatives, and identify business development opportunities through community involvement

Manage Multiple Concurrent Priorities – Effectively juggle competing priorities, handle multiple projects simultaneously, and deliver results in a fast-paced, dynamic environment

Support Operational Efficiency & Process Improvement – Assist with system updates, identify process improvements, perform administrative duties as assigned, and contribute to organizational initiatives directed by management

Qualification

FINRA Series 65 LicenseSalesforceBanking Regulations ComplianceMicrosoft OfficePowerBIClient Relationship ManagementHigh Touch Client ServiceCommunity EngagementProcess ImprovementCustomer Service

Required

Must obtain a FINRA Series 65 License within first 90 days of employment

Work will be performed at an assigned Texas Capital Bank Financial Center locations (Dallas, Austin, Fort Worth, Houston, Richardson, Plano, or San Antonio) in a professional business environment with regular interaction with customers and internal teams

Standard work schedule is Monday-Friday during business hours. Must be available to work Saturdays, occasional evening client meetings, and periodic community event participation as required by business needs

Maintain Professional Conduct and Appearance – Conduct yourself professionally, demonstrate integrity, and maintain appropriate appearance standards at all times

Uphold Texas Capital Bank Reputation – Demonstrate ethical behavior and uphold the bank's reputation in all client interactions and business decisions

Comply with All Company Policies and Procedures – Follow all Texas Capital Bank policies and procedures consistently and reliably in all aspects of your work

Adhere to Banking Regulations and Compliance Requirements – Understand and comply with all banking regulations applicable to your role and responsibilities

Complete Required Regulatory Training – Complete all mandated regulatory and compliance training in a timely manner and maintain current certifications

Maintain Strict Confidentiality of Customer Information – Protect customer data and maintain strict confidentiality of all sensitive information at all times

Follow Data Security Protocols and Report Security Concerns – Use secure systems and processes consistently, and report any security concerns immediately to management

Follow Anti-Money Laundering (AML) Protocols – Understand and comply with all AML regulations, procedures, and suspicious activity reporting requirements

Actively Seek Feedback and Professional Development Opportunities – Pursue continuous learning, seek constructive feedback, stay current with industry developments, and contribute to team effectiveness

Identify and Contribute to Process Improvements – Identify operational inefficiencies and actively contribute to process improvement initiatives directed by management

Position requires multi-phone-line and computer-based work with regular use of multiple banking systems and tools. Must maintain proficiency with Salesforce, Microsoft Office, PowerBI, and other designated banking platforms

Position requires extended periods at computer workstation, comfortable standing and moving about the office, ability to lift up to 50lbs, and physical capability to perform financial center operations and community event participation

Benefits

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)

Company

Texas Capital

Glassdoor2.9

Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation.

Founded in 1998

Dallas, Texas, USA

1001-5000 employees

http://www.texascapitalbank.com

H1B Sponsorship

Texas Capital has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (8)

2024 (9)

2023 (11)

2022 (20)