Banking Operations Manager

Texas Capital Bank•Richardson, TX

About The Position

The Banking Operations Manager leads treasury client service and support operations at Texas Capital. The role oversees post-sale treasury management activities, including onboarding, implementation coordination, servicing, maintenance requests, and issue resolution, while partnering with sales, relationship teams, and multiple lines of business to provide a seamless client experience. It manages and develops client service and treasury support teams, staffing and resource allocation, and service performance. The manager drives operational excellence, risk management, compliance, strategic planning, and transformation. This includes improving workflows and controls, identifying automation opportunities, leading cross-functional initiatives, supporting audits and regulatory examinations, overseeing budgets and operational metrics, and advancing modernization efforts such as AI enablement, workflow modernization, straight-through processing, and process simplification. The role partners with executive leadership and represents Operations in governance committees, regulatory discussions, and enterprise initiatives. Employees in this role are accountable for the accuracy, integrity, security, and appropriate use of data they create, access, manage, or report, and are expected to collaborate across teams and take shared accountability for enterprise results.

Requirements

Bachelor’s degree in Business, Finance, Accounting, or a related field is required or strongly preferred.
12–18 years of banking or financial services operations experience.
Significant leadership experience managing large operational organizations and transformation initiatives.
Experience in operational risk, controls, governance, and regulatory environments.
Executive leadership and organizational management capabilities.
Deep expertise in banking operations and operational risk frameworks.
Strategic planning and transformation leadership capabilities.
Strong financial and workforce management capabilities.
Executive communication and stakeholder management skills.
Experience leading enterprise-scale operational initiatives.
Strong analytical, decision-making, and problem-solving capabilities.
Ability to manage complex, high-risk operational environments.
Accountability for the accuracy, integrity, security, and appropriate use of data, in accordance with data governance standards.

Nice To Haves

MBA or advanced business/operations certifications.
Experience with Lean, Six Sigma, or other continuous improvement methodologies.

Responsibilities

Lead, mentor, and develop Client Service Officers and treasury support professionals; set performance expectations and support coaching and career development.
Foster a culture of client service excellence, accountability, operational discipline, and continuous improvement.
Manage staffing models, workloads, resource allocation, employee engagement, retention, and succession planning.
Oversee post-sale treasury management support, including onboarding, implementation coordination, servicing, maintenance requests, and client issue resolution.
Ensure timely and accurate execution of treasury product and service requests; partner with sales and relationship teams to support the client lifecycle.
Act as an escalation point for complex client issues and monitor service-level agreements, operational metrics, and client satisfaction.
Serve as an operational partner and subject matter expert for Treasury Management and other lines of business; collaborate on growth opportunities, service delivery, and strategic initiatives.
Evaluate and improve operational workflows, procedures, and controls; identify automation opportunities and establish KPIs and reporting frameworks.
Lead cross-functional projects involving Operations, Treasury Management, Technology, Compliance, Risk, and Product Management.
Ensure compliance with bank policies, regulatory requirements, and treasury operating procedures; maintain internal controls and risk mitigation practices.
Support audits, compliance reviews, and regulatory examinations, and work with partner teams to address control gaps and emerging risks.
Monitor operational losses, service disruptions, and client-impacting events, and implement corrective action plans.
Align operational capabilities with treasury management growth objectives; analyze trends, service metrics, client feedback, and business performance.
Contribute to annual planning, budgeting, staffing, technology investment decisions, and organizational change and transformation initiatives.
Lead operational transformation focused on automation, AI enablement, workflow modernization, straight-through processing, process simplification, capacity optimization, and client experience enhancement.
Sponsor process mapping and continuous improvement programs and drive adoption of operational technologies and workflow platforms.
Manage operational budgets, headcount, forecasting, and resource planning; analyze productivity, losses, service trends, and cost-efficiency opportunities.
Establish executive KPI reporting and operational scorecards and support strategic business planning and investment prioritization.
Partner with executive leadership across business lines, Product, Technology, Finance, Risk, Compliance, and Audit; participate in governance committees and enterprise steering groups.
Represent Operations in regulatory discussions and enterprise initiatives and influence operational strategy and prioritization.
Maintain accountability for data accuracy, integrity, security, and appropriate use, and promptly resolve or escalate data-quality issues.
Collaborate across teams, share ownership, and hold oneself and others accountable for results that advance the firm.