• Deposit Relationship Associate I

    Job Location US-TX-Austin
    ID
    2018-3756
    Location: Address
    98 San Jacinto Boulevard
    Category
    Customer Service/Support
  • Overview

    At Texas Capital Bank, we are driven by a single-minded and unwavering mission: to serve business and the individuals who run them. We use a consultative approach and innovative technologies to develop new ideas that give the bank and our clients a competitive advantage. We partner with our customers to push the boundaries of what’s possible—together.

     

    Headquartered in Dallas, Texas Capital Bank has offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, and we serve clients in a variety of industries from coast-to-coast.

     

    We are on the Forbes Best Banks in America list, and were named a top place to work by The Dallas Morning News and San Antonio Express-News. For further information, please visit us at www.texascapitalbank.com.

    Responsibilities

    • Provide banking clients with outstanding service including opening accounts, transferring funds, processing wires, stop payments, and answering questions with regards to loans and 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
    • Other duties may be assigned

    Qualifications

    • Must have at least 3 years experience in a commercial bank working with corporate bankers
    • Prior experience with AFS, CBS, Fields Tickler or other loan and 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 an 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
    • Superior understanding of bank documents as they relate to DDA’s, affidavits, and  fraud reporting
    • 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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