Assistant Financial Center Manager

3 weeks ago

Plano, United States Texas Capital Bank Full time

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. For more information about joining our team, please visit us at www.texascapitalbank.com.

Overview

The Assistant Financial Center Manager is responsible for co-leading the branch team along with ensuring all operational, legal, audit, sales and client service activity are met with high standards. The Assistant Financial Center Manager is fully responsible for the branch when the Financial Center Manager is not present. Supporting the Coaching and Development of all branch team members. This position is a Hybrid role that requires leadership, transactional (teller/operations/audit), customer service and any other support required to ensure the banking center operates in a safe, ethical and high performing environment.

Responsibilities

  • Support the coaching, development and career advancement of all branch associates

  • Act as Financial Center Manager in charge

  • Ensure proper operation of the banking center to include needs based conversations, service, operations and risk management, and human resources management

  • Responsible for monthly branch audit procedures, including review of teller cash funds, negotiables, security equipment, and various operational functions

  • 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.

  • Coordinate legal documentation to ensure compliance to various regulations

  • Act as a liaison with various internal departments to facilitate client on-boardings

  • Assist with system and process project efforts

  • 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

  • Support Branch Small Business Activity within market to drive new business acquisition and deepen existing relationships

  • Proactive phone calls to both existing and prospect customers

  • Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects

  • 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

  • Saturday Banking Support


Qualifications

  • Minimum of 5 years branch experience, management experience preferred

  • College degree preferred, but not required

  • Thorough knowledge of bank and branch operations

  • Strong customer service and sales experience

  • Strong knowledge of ethical sales behavior and activity management

  • Excellent interpersonal, verbal and written communication skills

  • Excellent communication skills, both verbal and written, with the ability to speak concisely

  • Outstanding leadership experience, with a proven, successful record of coaching and mentoring employees to improved results

  • Superb analytical, problem-solving and decision-making abilities

  • Proficiency in the use of Microsoft Office products (MS Word, MS PowerPoint, MS Excel)

  • Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely

  • Self-starter and ability to multi-task in a fast-paced environment

  • Outstanding organization and effective time management skills

  • Knowledge of legal entity documentation preferred

  • Strong attention to detail and accuracy

  • Strong phone communication skills

  • Proficient knowledge of Salesforce preferred

  • Proficient knowledge of business banking and credit origination preferred


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.Texas Capital is an Equal Opportunity Employer.

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