Sr Financial Relationship Consultant
Texas Capital(2 months ago)
About this role
At Texas Capital, the role focuses on establishing, retaining, and deepening customer relationships through effective banking transactions and relationship management strategies. The position requires engagement with both new and existing customers to understand their needs and connect them to relevant banking solutions, all while maintaining exceptional service standards.
Required Skills
- Customer Relationships
- Relationship Management
- Banking Transactions
- Financial Products
Qualifications
- Minimum of 3 years banking center experience
- Series 65 licensed or ability to pass exam
- Knowledge of banking products and services
- Strong multitasking and problem-solving skills
- Proficient in Microsoft Office
About Texas Capital
texascapitalbank.comBank boldly with Texas Capital.
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