Client Service Officer

Texas Capital•Dallas, NC

11d

About The Position

The Operations Associate – Client Service Officer serves as a primary operational point of contact for commercial banking clients. The role supports relationship teams by managing service requests, coordinating onboarding and account maintenance, and ensuring client instructions are executed accurately and on time. It balances client experience, operational excellence, and risk and control discipline. The officer acts as the day-to-day service contact for assigned commercial clients, partnering with Relationship Managers and Treasury Officers to address client needs. Responsibilities include supporting deposit, treasury, and lending product servicing; coordinating account changes; reviewing documentation; processing and tracking requests; and working with internal operations teams. The role also supports compliance and due diligence, escalates risks and service issues, and contributes to process improvements, audits, and training initiatives.

Requirements

Bachelor’s degree or equivalent experience.
5–7 years of experience in commercial banking operations, client service, or commercial banking support.
Strong understanding of commercial banking products and services.
Experience working in a regulated environment with defined controls.
Strong client service and communication skills.
High attention to detail and accuracy.
Ability to manage multiple priorities and deadlines.
Strong problem-solving and escalation judgment.
Collaborative mindset and strong partnership skills.
Proficiency in MS Office and banking platforms.

Nice To Haves

Experience supporting commercial or corporate banking clients.
Familiarity with KYC/AML and onboarding requirements.
Experience working with workflow or case management systems.
Exposure to treasury management or lending operations.

Responsibilities

Act as the day-to-day service contact for assigned commercial clients.
Partner with Relationship Managers and Treasury Officers to support client needs.
Manage client inquiries about accounts, services, documentation, and transactions, with timely follow-up and clear communication.
Support onboarding and maintenance for deposit, treasury, and lending products, including lockbox, cash vault, wires, ACH, and information reporting.
Coordinate account openings, modifications, closures, and signatory changes.
Review client documentation for completeness and accuracy before submission.
Liaise with internal operations teams to ensure seamless execution.
Process service requests in accordance with SLAs and internal procedures.
Track service tickets, requests, and follow-ups through completion.
Identify and escalate issues or delays affecting client experience.
Support transaction inquiries, including wires, ACH, and account research.
Adhere to bank policies, procedures, and regulatory requirements.
Support KYC, AML, and client due diligence processes.
Validate that documentation and approvals meet control standards.
Escalate potential risks, control gaps, or client issues as appropriate.
Identify process inefficiencies and recommend improvements.
Participate in process changes, system enhancements, and training initiatives.
Support audits, exams, and internal reviews as needed.