Client Service Officer

Texas Capital; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness program

Fertility and family building aids

Life and disability insurance

Retirement savings plans with generous

401K match

Paid leave programs

Paid holidays

PTO

Job summary

Texas Capital in Dallas seeks an Operations Associate – Client Service Officer to support relationship teams by handling service requests, onboarding, and account maintenance with accuracy and efficiency.

You will balance client experience with regulatory controls, collaborate with RMs and Treasury Officers, and help ensure timely execution of client instructions while safeguarding risk and compliance. This role requires a bachelor’s degree and 5–7 years in commercial banking operations.

Qualifications

• Bachelor’s degree or equivalent experience.
• 5-7 years of experience in commercial banking operations, client service, or commercial banking support.
• Strong understanding of commercial banking products and services.
• Experience working in a regulated environment with defined controls.

Responsibilities

• Act as day-to-day service contact for assigned commercial clients.
• Partner with Relationship Managers (RMs) and Treasury Officers to support client needs.
• Proactively manage client inquiries related to accounts, services, documentation, and transactions.
• Ensures high-quality client experience with timely follow-up and clear communication
• Coordinate onboarding and maintenance for deposit, treasury, and lending products (including but not limited to lockbox, cash vault, wires, ACH, information reporting).
• Review client documentation for completeness and accuracy prior to submission.
• Liaise with internal operations teams to ensure seamless execution.
• Process service requests in accordance with SLAs and internal procedures.
• Track and manage service tickets, requests, and follow-ups to completion.
• Identify and escalation issues or delays impacting client experience.
• Support transaction inquiries (ie wires, ACH, account research).
• Ensure adherence to bank policies, procedures, and regulatory requirements.
• Support KYC, AML, and client due diligence processes.
• Validate documentation and approvals meet control standards.
• Escalate potential risks, control gaps, or client issues as appropriate.
• Identify process inefficiencies and recommend improvement.
• Participate in process changes, system enhancements, and training initiatives.
• Support audits, exams, and internal reviews as needed.

Skills

Client service

Communication

Attention to detail

Multitasking

Problem solving

Collaboration

MS Office

Education

Bachelor’s degree or equivalent experience

Tools

CRM systems

Workflow systems

Case management systems

Job description

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
• paid time off (PTO)

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.

Key Responsibilities

Operations Associate – Client Service Officer serves as a primary operational point of contact for commercial banking clients, supporting relationship teams by managing service requests, coordinating onboarding and account maintenance activities, and ensuring timely, accurate execution of client instructions. The role balances client experience, operational excellence, and risk & control discipline.

Core Responsibilities

Client Support & Relationship Management

• Act as day-to-day service contact for assigned commercial clients.
• Partner with Relationship Managers (RMs) and Treasury Officers to support client needs.
• Proactively manage client inquiries related to accounts, services, documentation, and transactions.
• Ensures high-quality client experience with timely follow-up and clear communication

Account & Product Servicing

• Support onboarding and maintenance for deposit, treasury, and lending products (including but not limited to lockbox, cash vault, wires, ACH, information reporting).
• Coordinate account openings, modification, closures, and signatory changes.
• Review client documentation for completeness and accuracy prior to submission.
• Liaise with internal operations teams to ensure seamless execution.

Operational Execution

• Process service requests in accordance with SLAs and internal procedures.
• Track and manage service tickets, requests, and follow-ups to completion.
• Identify and escalation issues or delays impacting client experience.
• Support transaction inquiries (ie wires, ACH, account research)

Risk, Compliance & Controls

• Ensure adherence to bank policies, procedures, and regulatory requirements.
• Support KYC, AML, and client due diligence processes.
• Validate documentation and approvals meet control standards.
• Escalate potential risks, control gaps, or client issues as appropriate.

Process Improvement & Collaboration

• Identify process inefficiencies and recommend improvement.
• Participate in process changes, system enhancements, and training initiatives.
• Support audits, exams, and internal reviews as needed.

Qualifications

• Bachelor’s degree or equivalent experience
• 5-7 years of experience in commercial banking operations, client service, or commercial banking support.
• Strong understanding of commercial banking products and services.
• Experience working in a regulated environment with defined controls.

Preferred Qualifications

• Experience supporting Commercial or Corporate Banking Clients.
• Familiarity with KYC/AML and onboarding requirements.
• Experience working with workflow or case management systems.
• Exposure to treasury management or lending operations.

Skills & Competencies

• Strong client service and communication skills
• High attention to detail and accuracy.
• Ability to manage multiple priorities and deadlines
• Strong problem-solving and escalation judgement
• Collaborative mindset with strong partnership skills
• Proficient in MS Office and banking platforms.

Success Measures

• Service request turnaround time (SLA adherence)
• Client satisfaction and responsiveness
• Accuracy and quality of documentation
• Reduction in rework or escalations
• Compliance with control and risk requirements.

Help us build a better Texas Capital. It all begins with outstanding talent. It all begins with you.

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.