Banking Operations Manager

Texas Capital•Dallas, NC

About The Position

The Banking Operations Manager leads treasury client service and operational support, partnering with business lines and enterprise functions to deliver reliable service, manage risk, and advance business goals. The role oversees post-sale treasury management activities, including onboarding, implementation coordination, servicing, maintenance requests, and issue resolution. It also manages operational performance, staffing, budgets, and resources, and supports planning and investment decisions. The manager leads and develops Client Service Officers and treasury support professionals, establishing performance expectations and fostering accountability, client service excellence, and continuous improvement. The position works with Treasury Management, Commercial Banking, Business Banking, Corporate Banking, Private Banking, and other Lines of Business, and collaborates across Operations, Technology, Compliance, Risk, Product Management, Legal, Fraud Prevention, Finance, and Audit. The role drives enterprise transformation and modernization initiatives involving automation, AI enablement, workflow modernization, straight-through processing, process simplification, capacity optimization, and client experience enhancement. It establishes KPIs and executive reporting, improves workflows and controls, supports audits and regulatory examinations, and contributes to governance committees and enterprise strategy. Employees are accountable for data accuracy, integrity, security, and appropriate use, and are expected to collaborate as enterprise leaders.

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.
Strong 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.
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 data accuracy, integrity, security, and appropriate use, including compliance with data governance standards.

Nice To Haves

MBA or advanced business/operations certifications.
Lean, Six Sigma, or other continuous improvement methodology experience is encouraged where appropriate.

Responsibilities

Lead, mentor, and develop Client Service Officers and treasury support professionals; establish performance expectations, coaching plans, and career development opportunities.
Foster a culture of client service excellence, accountability, operational discipline, and continuous improvement; manage staffing models, workload balance, resource allocation, 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, and serve as an escalation point for complex client issues.
Monitor service level agreements, operational metrics, and client satisfaction results.
Serve as an operational partner to Treasury Management, Commercial Banking, Business Banking, Corporate Banking, Private Banking, and other Lines of Business; provide subject matter expertise on treasury products, services, capabilities, and support processes.
Collaborate with business partners to identify growth opportunities, improve service delivery, and support treasury product adoption and client utilization.
Participate in business planning, forecasting, and organizational initiatives.
Evaluate and enhance workflows, procedures, and controls to improve efficiency and reduce risk; identify automation opportunities and implement scalable process improvements.
Establish KPIs and reporting frameworks, lead cross-functional projects, and promote Lean, Six Sigma, or other continuous improvement methodologies where appropriate.
Ensure compliance with bank policies, regulatory requirements, and treasury management operating procedures; maintain internal controls and risk mitigation practices.
Support audits, compliance activities, and regulatory examinations; partner with Risk Management, Legal, Compliance, Fraud Prevention, and Operations 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 initiatives; analyze trends, metrics, client feedback, and business performance to identify improvement opportunities.
Contribute to annual planning, budgeting, staffing, technology investment decisions, change management, and transformation initiatives.
Lead enterprise operational transformation initiatives focused on automation, AI enablement, workflow modernization, straight-through processing, process simplification, capacity optimization, and client experience enhancement.
Sponsor enterprise process mapping and continuous improvement programs; drive adoption of operational technologies and workflow platforms; support digital transformation and operational integration.
Manage operational budgets, headcount, forecasting, and resource planning; analyze metrics, productivity, losses, and service trends; establish executive KPI reporting and operational scorecards.
Support strategic business planning and investment prioritization and identify cost reduction and operational efficiency opportunities.
Partner with executive leadership across business lines, Product, Technology, Finance, Risk, Compliance, and Audit; participate in governance committees and steering groups, represent Operations in regulatory discussions, and influence enterprise operational strategy.
Maintain accountability for the accuracy, integrity, security, and appropriate use of data, comply with data governance standards, and promptly resolve or escalate data-quality issues.
Collaborate across teams, share ownership, and hold self and others accountable for results that advance the firm.
Perform reasonably related additional duties consistent with standard departmental policy.