Financial Relationship Manager
1 week ago
At Texas Capital Bank, we're committed to helping businesses and their leaders succeed. Our team of experienced bankers provides personalized service and expert guidance to help our clients achieve their goals.
As a Financial Relationship Manager, you'll play a key role in building and maintaining strong relationships with our clients. You'll work closely with our banking team to understand our clients' needs and provide tailored solutions to meet their financial goals.
Responsibilities:
- Establish and maintain strong relationships with clients through regular communication and proactive outreach
- Understand clients' financial needs and provide solutions to meet their goals
- Work closely with the banking team to develop and implement client-centric solutions
- Provide exceptional customer service and support to clients
- Assist with community awareness events to increase bank outreach and foster new business opportunities
- Abide by Texas Capital Bank policies, procedures, and regulatory compliance guidelines
Requirements:
- Minimum of 2 years banking experience, including customer service and relationship management
- Knowledge of banking products and services, including deposits, lending, and other financial services
- Ability to multitask and problem-solve in a fast-paced environment
- Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements
- Proven customer service skills and ability to work in a team-oriented environment
We offer a competitive compensation package, including health insurance, wellness programs, and retirement savings plans. If you're passionate about building strong relationships and providing exceptional customer service, we encourage you to apply for this exciting opportunity.
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