Client Service Officer

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).
Texas Capital is headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano, San Antonio, Chicago, Los Angeles and New York. For more information about joining our team, please visit us at www.texascapital.com.
Key Responsibilities
Operational Oversight & Execution
Manage and oversee complex operational processes and servicing activities.
Review escalated transactions, exceptions, and operational issues.
Ensure operational activities meet established SLAs, quality standards, and regulatory requirements.
Coordinate daily workflow balancing and production support activities.
Monitor aging items, unresolved exceptions, and operational bottlenecks.
Support critical processing activities during high-volume or high-risk periods.
Risk Management & Controls
Execute and support operational risk and control activities.
Identify process control gaps and recommend mitigation strategies.
Support:
RCSA execution
Issue remediation
Audit responses
Compliance reviews
Procedure governance
Operational incident management
Assist with implementation and monitoring of key controls and KPIs.
Escalate material operational risks and client impacts appropriately.
Process Improvement & Transformation
Lead or support process improvement initiatives with focus on:
Cycle time reduction
Operational efficiency
Capacity optimization
Reduction of manual activities
Client experience enhancement
Participate in process mapping and future-state design workshops.
Assist with implementation of:
Workflow automation
AI-assisted operational capabilities
Straight-through processing (STP)
Operational modernization initiatives
Support business readiness and change management activities.
Reporting & Operational Analytics
Analyze operational trends, capacity metrics, and service performance.
Produce and review operational reporting and dashboards.
Support leadership with:
Staffing analysis
Volume forecasting
Productivity reporting
KPI management
Root cause analysis
Identify recurring operational themes and improvement opportunities.
Stakeholder & Client Support
Serve as a key liaison between operations and business partners.
Support relationship managers, treasury sales, product teams, and client service teams.
Participate in operational governance and working group meetings.
Assist with escalated client servicing matters and operational inquiries.
Coordinate across operations, technology, risk, and compliance teams during incidents or process changes.
Team Leadership & Development
Provide guidance and mentorship to analysts and senior analysts.
Assist leadership with training, onboarding, and quality management activities.
Support workforce coordination and operational coverage planning.
Promote operational discipline, accountability, and continuous improvement culture.
Typical Functional Areas
Commercial Lending Operations
Deposit & Treasury Operations
Client Onboarding & KYC
Payment Operations
Fraud & Financial Crimes Operations
Wealth / Private Banking Operations
Investment Banking Operations
Digital Banking Operations
Account Maintenance & Servicing
Reconciliation & Settlements
Loan Servicing & Documentation
Qualifications
Education
Bachelor’s degree in Business, Finance, Accounting, or related field preferred.
Equivalent operational banking experience may substitute for degree requirements.
Experience
Typically, 6-9 years of banking or financial services operations experience.
Experience managing complex operations processes and escalations.
Prior experience supporting operational risk, controls, and process improvement initiatives preferred.
Required Skills
Strong understanding of banking operations and servicing processes.
Operational risk and controls knowledge.
Analytical and problem-solving capabilities.
Process improvement and continuous improvement mindset.
Strong organizational and prioritization skills
Effective communication and stakeholder management skills
Ability to operate in fast-paced, high-volume environments.
Leadership and mentoring capabilities.
Preferred Technical Skills
Experience with operational, workflow, and reporting platforms such as:
ServiceNow
Salesforce
Nintex
Archer
Verafin
Microsoft Suite
PowerBI
Alloscape
ACBS
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.