Retail Operations Specialist

Texas Capital; Richardson (TX); On-site; USD 75,000 - 95,000; Full time

Job summary

Texas Capital Bank is seeking an experienced Retail Banking Operations Manager to guide staff, drive operational excellence across multiple financial centers, and coordinate audits and training. You will lead cross-functional collaboration and ensure adherence to policies, while supporting process improvements and reporting to senior leadership.

The role requires 5+ years in retail banking, a Bachelor’s degree, and willingness to travel up to 30% to various Financial Center sites.

Qualifications

• 5+ years in Retail Banking or Retail management experience preferred.
• Bachelor’s degree in finance, accounting, business or equivalent work experience preferred.
• Knowledge of bank security protocols, financial center operations, client solutions, client service and sales.
• Strong leadership and ability to work in a fast-paced, collaborative environment.
• Ability to multi-task, manage time and competing priorities; exercise independent judgment.
• Willingness to own assigned tasks with urgency and accuracy; adaptable to change.

Responsibilities

• Provide guidance, support and conflict resolution to team members, adhering to bank guidelines and applicable laws.
• Build influence and aid in execution of operational excellence for all financial centers and support daily operations.
• Facilitate cross-team collaboration and provide feedback to regional management and risk partners.
• Aid in audits, provide feedback, support, and updates to regional retail managers and risk partners.
• Develop and support training within retail, maintaining a cross-trained staff.
• Create, modify and review processes, procedures and training material for the department.

Skills

Leadership

Communication skills

Time management

Multi-tasking

Team player

Retail banking experience

Education

Bachelor’s degree in finance, Accounting, Business or equivalent work experience

Tools

MS Office

PowerBI

SalesForce

FISERV

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.

Responsibilities

• Provide guidance, support and conflict resolution to team members, which includes adhering to Texas Capital Bank guidelines, policies and procedures and applicable laws
• Build influence and aid in execution of operational excellence for all financial centers and support daily operational needs
• Ability to facilitate cross team collaboration, provide feedback, operational and administrative support for Regional Operations Manager and Director of Retail
• Aid in the execution of various audits, providing feedback, support, and updates to Regional Retail Managers and internal risk partners
• Aid in the development and support of training efforts within retail division by maintaining a properly cross-trained staff
• Support for creation, modification and ongoing review of processes, procedures and training material for the department that support including operational changes and enhancements
• Take initiative, execute, and oversee special projects as needed
• Coordinate operational issues including automation and equipment needs, workflow and transaction integrity
• Test and analyze system enhancements and upgrades
• Prepare, maintain and distribute various reports

Qualifications

• 5+ years in Retail Banking, Retail management experience preferred
• Bachelor’s degree in finance, Accounting, Business or equivalent work experience preferred
• Knowledge of bank security protocols, all financial center operations, client solutions, client service and sales.
• Effective team player with ability to work in a fast-paced, highly collaborative environment.
• Ability to effectively multi-task, manage time and competing priorities
• Ability to exercise independent judgment, deescalating concerns and implementing creative solutions to complex situations.
• Must possess willingness to assume ownership of assigned tasks, demonstrating a sense of urgency and commitment to resolution in an accurate and timely manner
• Ability to demonstrate strong leadership skills through change management efforts for the Retail environment
• Ability to travel to multiple Financial Center sites to support various initiatives and continuous training efforts
• Strong technical proficiency in the use of MS Office, PowerBI, SalesForce, FISERV and various data/financial analytic reporting
• Exceptional writing, interpersonal and communication skills
• Ability to travel to multiple Financial Center sites to support various initiatives and continuous training efforts
• Day and Overnight Travel Required: 30% +/-

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.