Client-Focused Banking Operations Lead

Texas Capital Bank; Richardson, Northern (TX, KY); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness program

Fertility and family building aids

Life and disability insurance

401K retirement match

Paid leave & holidays

Paid time off

Job summary

Texas Capital Bank is seeking a Sr Banking Operations Analyst to deliver exceptional client service and robust operational support for consumer, commercial, and business banking products. This role blends onboarding, case management, escalation handling, and regulatory adherence to ensure seamless client experiences.

The ideal candidate has 5–7 years in financial services, strong communication skills, and proficiency with CRM tools and Microsoft Office. Travel for client meetings may be required.

Qualifications

• BA/BS in Business, Finance, or related field preferred.
• 5–7 years in financial services with knowledge of consumer and treasury products, systems, and services.
• Strong understanding of applicable banking laws and regulations.
• Excellent verbal and written communication; ability to train and present.

Responsibilities

• Serve as trusted client contact across multiple channels.
• Lead onboarding and maintenance for new and existing clients, including documentation and setup.
• Manage high-volume case work with timely resolutions and escalations.
• Act as SME for consumer and other non-treasury products and collaborate with internal teams.
• Monitor alerts, triage, escalate when needed, and communicate resolutions.

Skills

Verbal communication

Written communication

Problem solving

Time management

Relationship building

Training and presentations

Education

BA/BS in Business or Finance

Tools

Microsoft Office Suite

Salesforce

Job description

Texas Capital Bank is seeking a Sr Banking Operations Analyst to deliver exceptional client service and robust operational support for consumer, commercial, and business banking products. This role blends onboarding, case management, escalation handling, and regulatory adherence to ensure seamless client experiences.

The ideal candidate has 5–7 years in financial services, strong communication skills, and proficiency with CRM tools and Microsoft Office. Travel for client meetings may be required.