Client Service & Operations Lead, Commercial Banking

texascapitalbank; Richardson (TX); On-site; USD 70,000 - 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 401K

Paid leave programs

Paid holidays

Paid time off (PTO)

Job summary

Texas Capital Bank in Richardson, TX seeks an Operations Associate - Client Service Officer to support commercial banking clients by managing service requests, onboarding, and account maintenance. You will balance client experience with risk controls and collaborate with Relationship Managers to deliver timely, accurate service.

The role emphasizes adherence to internal procedures, KYC/AML support, and continuous process improvement, with opportunities to contribute to a robust client service

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) 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
• 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.
• Process service requests in accordance with SLAs and internal procedures.
• Track and manage service tickets, requests, and follow-ups to completion.
• Identify and eliminate 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 skills

Attention to detail

Multi-tasking

Problem solving

Collaboration

MS Office / banking platforms

Education

Bachelor's degree or equivalent experience

Tools

Workflow / case management systems

Job description

Texas Capital Bank in Richardson, TX seeks an Operations Associate - Client Service Officer to support commercial banking clients by managing service requests, onboarding, and account maintenance. You will balance client experience with risk controls and collaborate with Relationship Managers to deliver timely, accurate service.

The role emphasizes adherence to internal procedures, KYC/AML support, and continuous process improvement, with opportunities to contribute to a robust client service