Sr Client Service Officer

Texas Capital Bank; Dallas (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Retirement plan with 401k match

Paid leave & holidays

PTO

Job summary

Texas Capital Bank is seeking a senior operations professional to lead execution and oversight of complex processes across functions in Dallas. You will manage high-risk issues, coordinate priorities, and drive improvements in risk controls and governance.

Responsibilities include transformation initiatives, Lean/Kaizen projects, and robust executive reporting. Strong leadership and stakeholder management are essential for cross-team collaboration.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting or related field preferred.
• Series 7 and 65 licenses preferred or willingness to obtain it within 90 days.
• Experience typically 3–5 years in banking or financial services operations.
• Experience leading operational improvement or transformation initiatives.

Responsibilities

• Lead execution and oversight of complex operational processes and servicing activities.
• Manage high-risk operational issues, escalations, and client impacting events.
• Coordinate operational priorities across teams and functions; monitor SLA adherence and service delivery.
• Lead execution and enhancement of operational risk and control frameworks; support governance activities.
• Drive operational transformation with Lean, Kaizen, automation, and improved workflows.
• Develop executive-level operational reporting, KPIs, and capacity planning.

Skills

Operational excellence

Leadership

Stakeholder management

Strategic thinking

Analytical thinking

Process improvement

Decision making

Problem solving

Education

Bachelor's degree in Business, Finance, Accounting

Series 7 and 65 licenses preferred

Tools

ServiceNow

Salesforce

Verafin

Microsoft Power BI

ACBS

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.

Operational Oversight & Execution

Lead execution and oversight of complex operational processes and servicing activities. Manage high-risk operational issues, escalations, and client impacting events. Coordinate operational priorities across teams and functions. Monitor operational health, workflow capacity, SLA adherence, and service delivery performance. Support operational readiness for new products, and process changes, and regulatory initiatives. Act as a senior escalation point for operational incidents and exceptions.

Risk Management & Controls

Lead execution and enhancement of operational risk and control frameworks. Support enterprise governance activities including RCSA execution Control testing coordination Audit and regulatory remediation Operational loss event management Identify systemic operational risks and control weaknesses Drive sustainable remediation and process standardization efforts Partner with compliance, legal, and risk teams on regulatory and operational mattes.

Process Transformation & Continuous Improvement

Lead operational transformation and modernization initiatives. Identify opportunities for: Automation AI enablement Straight-through processing (STP) Workflow redesign Capacity optimization Process simplification Facilitate process mapping workshops and future-state operational design. Support implementation of operational tooling and workflow technologies. Drive continuous improvement initiatives utilizing Lean, Kaisen, or process excellence methodologies.

Operational Analytics & Strategic Support

Analyze operational metrics, staffing trends, and capacity utilization, and service performance. Support business cases and operational planning initiatives. Develop executive-level operational reporting and KPI dashboards. Perform root cause analysis on operational trends and client impacts. Support workforce planning and operational scaling initiatives.

Stakeholder & Business Partnership

Partner with: Business Leaders Treasury Sales Relationship Managers Product Teams Technology Compliance Risk Management Internal Audit Participate in governance forums, steering committees, and operational working groups. Support operational execution for strategic initiatives and product rollouts Assist with vendor and third-party operational coordination where applicable.

Team Leadership & Development

Provide leadership, mentorship, and coaching to analysts and associates. Support management with Performance guidance Training strategy Workforce management Resource planning Operational coverage Promote operational excellence and accountability culture. Assist with onboarding and development of junior team members.

Typical Functional Areas

Senior Associates commonly support enterprise or line-of-business operational functions including (but not limited to): Commercial Lending Operations Treasury Management Operations Deposit Operations RIA Investment Operations Client Onboarding & KYC Payment & Cash Operations Fraud & Financial Crimes Operations Wealth / Private Banking Operations Investment Banking Operations Digital Banking Operations Account Maintenance & Servicing Reconciliation & Settlements Loan Servicing & Documentation Enterprise Operations Governance

Qualifications Education

Bachelor’s degree in Business, Finance, Accounting, or related field preferred. Equivalent operational banking experience may substitute for degree requirements. Series 7 and 65 licenses preferred or willingness to obtain it within 90 days required. Experience Typically, 3-5 years of banking or financial services operations experience. Strong experience managing complex operational processes, escalations, and risk/control activities. Experience leading operational improvement or transformation initiatives preferred.

Required Skills

Advanced understanding of banking operations and servicing models. Operational risk and controls expertise. Strong leadership and stakeholder management skills. Strategic and analytical thinking capabilities. Process improvement and transformation experience. Strong communication and executive presentation skills. Ability to manage competing priorities in fast-paced environments. Strong decision-making and problem-solving capabilities.

Preferred Technical Skills

Experience with operational, workflow, and reporting platforms such as: ServiceNow Salesforce Verafin Microsoft Suite PowerBI ACBS

Texas Capital is an Equal Opportunity Employer.

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 banks at a scale that makes sense 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. Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies.