Senior Banking Operations & Client Onboarding Specialist

Texas Capital Bank; Richardson, Northern (TX, KY); Hybrid; USD 78,000 - 105,000; Full time

Job summary

Texas Capital Bank seeks a Sr Banking Operations Analyst in Richardson, TX to deliver exceptional client service across consumer and business banking products. You will own onboarding, case management, escalation handling, and cross‑team collaboration to drive smooth client experiences.

You will analyze risk, mentor teammates, and support process improvements while staying compliant with banking regulations. Evening/weekend availability may be required.

Qualifications

• BA/BS in Business, Finance, or related field preferred.
• 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.

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 elevate 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.

Skills

Client service

Onboarding

Case management

Communication

Problem-solving

Time management

CRM (Salesforce)

MS Office

Education

BA/BS in Business, Finance, or related field

Tools

Salesforce

Microsoft Office

Job description

Texas Capital Bank seeks a Sr Banking Operations Analyst in Richardson, TX to deliver exceptional client service across consumer and business banking products. You will own onboarding, case management, escalation handling, and cross‑team collaboration to drive smooth client experiences.

You will analyze risk, mentor teammates, and support process improvements while staying compliant with banking regulations. Evening/weekend availability may be required.