Consumer Client Service Officer

Texas-Capital-Bank; Richardson (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility & family building aids

Life and disability insurance

401K match

Paid time off

Paid holidays

PTO

Job summary

Texas Capital Bank in Richardson, TX is seeking a Senior Banking Operations Analyst to deliver exceptional client service and support across consumer, commercial, and business banking. You will lead onboarding, case management, escalation handling, and regulatory adherence.

The ideal candidate has 5–7 years in financial services, BA/BS in Business or Finance, strong communication, problem-solving, and familiarity with Microsoft Office and Salesforce.

Qualifications

• BA/BS in Business, Finance, or related field preferred.
• 5–7 years in financial services with knowledge of consumer and treasury products.
• Strong communication, problem-solving, and analytical skills; able to train and present.
• CRM familiarity and MS Office proficiency.

Responsibilities

• Serve as a trusted point of contact for clients via multiple channels (phone, email, messaging).
• Lead onboarding and maintenance activities for new and existing clients, including documentation review and account setup.
• Manage and prioritize high-volume case work, ensuring timely resolution of client requests and escalations.
• Monitor alerts and events, triage and escalate as needed, and communicate resolution status to clients and internal stakeholders.
• Collaborate with Line of Business Managers and internal departments to facilitate client needs and identify process improvements.
• Maintain awareness of risk and enforce compliance with banking policies, procedures, and regulatory guidelines.
• Mentor and support team members, ensuring accurate training and adherence to procedures.

Skills

Verbal and written communication

Problem solving / analytical thinking

Relationship building

Time management

Education

BA/BS in Business or Finance

Tools

Microsoft Office Suite

Salesforce

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, and 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. Sr Banking Operations AnalystOverviewThe Sr Banking Operations Analyst is responsible for delivering exceptional client service and operational support across consumer, commercial, and business banking products. This role combines client onboarding, case management, escalation handling, and operational support to ensure seamless client experiences and adherence to regulatory standards. The Sr Banking Operations Analyst builds an in-depth understanding of each client’s organization, business priorities, culture, and operating model to determine how best to leverage Texas Capital’s products and capabilities to continuously add value. Services supported include Consumer and Non-Treasury Escalation Supervision, Exception Approvals, Online Credit Portal Assistance, Online and Manual Wire Transfers, ACH and Instant Payment Research, Information Reporting, and other consumer and business banking solutions.Key Responsibilities· Serve as a trusted point of contact for clients, providing high-touch service across multiple channels (phone, email, messaging).· Lead end-to-end onboarding and maintenance activities for new and existing clients, including documentation review and account setup.· Manage and prioritize high-volume case work, ensuring timely resolution of client requests and escalations.· Act as subject matter expert for consumer and all other non-treasury products, services, and systems; partner with internal teams to resolve complex issues.· Monitor alerts and events, triage and escalate as needed, and communicate resolution status to clients and internal stakeholders.· Collaborate with Line of Business Managers and internal departments to facilitate client needs and identify process improvements.· Maintain awareness of risk and enforce compliance with banking policies, procedures, and regulatory guidelines.· Analyze metrics and report performance trends to assist in quality assurance and operational improvements.· Mentor and support team members, ensuring accurate training and adherence to procedures.· Occasionally travel for client meetings and relationship reviews.Qualifications· Education: BA/BS in Business, Finance, or related field preferred.· Experience: Minimum 5–7 years in financial services with strong knowledge of consumer and treasury products, systems, and services.· Strong understanding of applicable banking laws and regulations.· Exceptional verbal and written communication skills; ability to deliver training and presentations.· Proven problem-solving, analytical, and critical thinking abilities.· Ability to build positive relationships across teams and influence outcomes.· Highly organized with advanced time management skills; capable of handling multiple priorities in a fast-paced environment.· Proficiency in Microsoft Office Suite and familiarity with CRM tools (e.g., Salesforce).· Flexible schedule availability, including evenings and Saturdays as needed.· High integrity and commitment to confidentiality.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.