Client Service & Operations Specialist

Texas Capital Bank

Richardson (TX)

On-site

USD 55,000 - 75,000

Full time

5 days ago

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Job summary

Texas Capital Bank in Richardson, TX seeks an experienced Client Service Officer to serve as the primary operational contact for commercial banking clients, supporting relationship teams by managing service requests, onboarding and account maintenance, and ensuring timely execution of client instructions.

The role emphasizes client experience, operational excellence and strong risk and controls discipline, with opportunities to collaborate on process improvements and to support onboarding,

Qualifications

Bachelor’s degree or equivalent experience required.
5–7 years of experience in commercial banking operations, client service, or related support roles.
Understanding of commercial banking products and services.

Responsibilities

Act as day-to-day service contact for assigned commercial clients.
Coordinate onboarding and account maintenance activities.
Process service requests in accordance with SLAs and internal procedures.
Support onboarding and maintenance for deposit, treasury, and lending products.
Review client documentation for completeness and accuracy prior to submission.
Identify and escalate issues or delays impacting client experience.
Support risk and compliance processes as needed.

Skills

Client service

Communication

Attention to detail

Multi-tasking

Problem solving

Team collaboration

MS Office

Banking platforms

Education

Bachelor’s degree or equivalent experience

Tools

MS Office

Banking platforms

Job description

The role emphasizes client experience, operational excellence and strong risk and controls discipline, with opportunities to collaborate on process improvements and to support onboarding,

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