Banking Operations Manager

Texas Capital Bank; Richardson (TX); Sur place; USD 120 000 - 190 000; Plein temps

Avantages offerts par ce poste

Health insurance coverage

Wellness program

Fertility and family building aids

Life and disability insurance

Retirement savings with 401K match

Paid leave programs

Paid holidays

PTO

Résumé du poste

Texas Capital Bank is seeking a senior leader to oversee treasury client service, onboarding, and post‑sale servicing across multiple lines of business. You will drive operational excellence, implement automation, and uphold risk and compliance standards to deliver exceptional client experiences.

A strong background in treasury products, project leadership, and strategic planning is required. You will partner with Sales, Relationship Management, and Technology teams to support growth initiatives

Qualifications

• Experience leading client service and treasury teams.
• Strong project management and process-improvement skills.
• Knowledge of treasury products and regulatory compliance a plus.

Responsabilités

• Leadership & Team Management: Lead, mentor, and develop a team of Client Service Officers and treasury support professionals; establish performance expectations and coaching plans; foster a culture of client service excellence and continuous improvement.
• Treasury Client Service Oversight: Oversee onboarding, implementation coordination, servicing, and client issue resolution; ensure timely execution of treasury requests; collaborate with sales and relationship teams to deliver a seamless client experience.
• Line of Business Support: Serve as operational partner to Treasury Management, Commercial Banking, Business Banking, Corporate Banking, Private Banking and other lines; provide SME guidance on treasury products and processes.
• Operational Excellence & Process Improvement: Evaluate workflows, implement automation, establish KPIs, lead cross-functional projects across Operations, Treasury Management, Technology, Compliance, Risk and Product Management.
• Risk Management & Compliance: Ensure adherence to bank policies and regulatory requirements; strengthen internal controls and participate in audits and examinations.
• Strategic Planning: Support growth initiatives, analyze trends and performance, participate in budgeting and technology investment decisions.
• Strategic Transformation & Modernization: Drive automation, AI enablement, workflow modernization, straight‑through processing, process simplification and adoption of operational technologies.

Description du poste

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).

• 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
• 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

Leadership & Team Management

• Lead, mentor, and develop a team of Client Service Officers and treasury support professionals.
• Establish performance expectations, coaching plans, and career development opportunities.
• Foster a culture focused on client service excellence, accountability, operational discipline, and continuous improvement.
• Manage staffing models, workload balancing, and resource allocation to support business growth and client needs.
• Drive employee engagement, retention, and succession planning initiatives.

Treasury Client Service Oversight

• Oversee all post-sale treasury management support activities, including onboarding, implementation coordination, servicing, maintenance requests, and client issue resolution.
• Ensure timely and accurate execution of treasury product and service requests.
• Partner with sales and relationship teams to deliver a seamless client experience throughout the customer lifecycle.
• Act as an escalation point for complex client issues and service challenges.
• Monitor service level agreements (SLAs), operational metrics, and client satisfaction results.

Line of Business Support

• Serve as a primary operational partner to Treasury Management, Commercial Banking, Business Banking, Corporate Banking, Private Banking, and other Lines of Business.
• Provide subject matter expertise regarding treasury products, services, operational capabilities, and client support processes.
• Collaborate with business partners to identify growth opportunities and improve service delivery models.
• Support strategic initiatives that enhance treasury product adoption and client utilization.
• Participate in business planning, forecasting, and organizational initiatives.

Operational Excellence & Process Improvement

• Evaluate and enhance operational workflows, procedures, and controls to improve efficiency and reduce risk.
• Identify automation opportunities and implement process improvements that support scalability and business growth.
• Establish key performance indicators (KPIs) and reporting frameworks to measure team effectiveness.
• Lead cross-functional projects involving Operations, Treasury Management, Technology, Compliance, Risk, and Product Management teams.
• Promote Lean, Six Sigma, or other continuous improvement methodologies where appropriate.

Risk Management & Compliance

• Ensure compliance with bank policies, regulatory requirements, and treasury management operating procedures.
• Maintain strong internal controls and risk mitigation practices across treasury operations functions.
• Support audit, compliance, and regulatory examinations.
• Partner with Risk Management, Legal, Compliance, Fraud Prevention, and Operations teams to address control gaps and emerging risks.
• Monitor operational losses, service disruptions, and client-impacting events while implementing corrective action plans.

Strategic Planning

• Support treasury management growth initiatives by aligning operational capabilities with business objectives.
• Analyze trends, service metrics, client feedback, and business performance to identify improvement opportunities.
• Contribute to annual planning, budgeting, staffing, and technology investment decisions.
• Champion organizational change management efforts and transformation initiatives.

Strategic Transformation & Modernization

• Automation
• AI enablement
• Workflow modernization
• Straight-through processing (STP)
• Process simplification
• Capacity Optimization
• Client experience enhancement
• Sponsor enterprise process mapping and continuous improvement programs.
• Drive adoption of operational technologies and workflow platforms.
• Support digital transformation and ope