Client Service & Operations Associate

Texas-Capital-Bank; Richardson (TX); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility and family building aids

Life and disability insurance

401K match

Paid time off

Paid holidays

Job summary

Texas Capital Bank seeks an Operations Associate – Client Service Officer in Richardson, TX to serve as the primary operational contact for commercial banking clients. You will coordinate onboarding, account maintenance, and timely execution of client instructions, working with Relationship Managers and Treasury Officers to meet client needs.

The role emphasizes client experience, operational excellence, and risk discipline, requiring 5–7 years in commercial banking operations and a solid

Qualifications

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

Responsibilities

• Act as day-to-day service contact for assigned commercial clients.
• Partner with Relationship Managers to support client needs.
• Proactively manage client inquiries related to accounts, services, documentation, and transactions.
• Coordinate onboarding and maintenance for deposit, treasury, and lending products.
• Review client documentation for completeness and accuracy prior to submission.

Education

Bachelor’s degree or equivalent experience

Tools

MS Office

Banking platforms

Job description

Texas Capital Bank seeks an Operations Associate – Client Service Officer in Richardson, TX to serve as the primary operational contact for commercial banking clients. You will coordinate onboarding, account maintenance, and timely execution of client instructions, working with Relationship Managers and Treasury Officers to meet client needs.

The role emphasizes client experience, operational excellence, and risk discipline, requiring 5–7 years in commercial banking operations and a solid