Sr Client Service Officer

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 Go Banking Rate 's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at

• 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.

• 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.

• 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.

• 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.

• 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.

• Provide leadership,…