Senior Banking Operations & Client Onboarding Analyst

Texas Capital Bank; Richardson, Northern (TX, KY); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness program

Fertility and family building aids

Life and disability insurance

401K retirement match

Paid time off

Paid holidays

Job summary

Texas Capital Bank seeks a Sr Banking Operations Analyst in Richardson, TX, to provide high-touch client service and robust operational support across consumer, commercial, and business banking products.

The role combines onboarding, case management, escalation handling, and regulatory adherence to deliver seamless client experiences while leveraging the bank’s products and capabilities to add value.

Qualifications

• BA/BS in Business, Finance or related field.
• 5–7+ years in financial services with consumer products knowledge.
• Strong knowledge of banking laws and regulations.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office and CRM tools (Salesforce).

Responsibilities

• Serve as a trusted client contact across multiple channels.
• Lead onboarding and maintenance for new and existing clients.
• Manage high-volume case work with timely resolutions.
• Act as SME for consumer and non-treasury products; coordinate with internal teams.
• Monitor alerts, triage, and escalate issues; report resolution status.
• Collaborate with LOB managers to improve processes.
• Ensure risk awareness and compliance with policies.
• Analyze metrics and support QA and ops improvements.
• Mentor team members and provide training.
• Occasionally travel for client meetings.

Skills

Verbal communication

Written communication

Analytical thinking

Problem solving

Time management

Relationship building

Education

BA/BS in Business, Finance, or related field

Tools

Microsoft Office

CRM (Salesforce)

Job description

Texas Capital Bank seeks a Sr Banking Operations Analyst in Richardson, TX, to provide high-touch client service and robust operational support across consumer, commercial, and business banking products.

The role combines onboarding, case management, escalation handling, and regulatory adherence to deliver seamless client experiences while leveraging the bank’s products and capabilities to add value.