Client Service Officer
About The Position
Texas Capital Bank is seeking a Client Service Officer (CSO) as part of Treasury Operations. This role is primarily to provide exceptional service and support to our customers across all lines of business. The CSO will build in-depth understanding of the client’s organization, business priorities, culture and operating model and determine how best to leverage TCBs products and capabilities to continuously add value to the client. Many of the services the candidate will assist with are Lockbox, Cash Vault, Online Wire transfers, ACH payments, Treasury Information Reporting, and other Commercial Treasury products.
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 judgement
- Collaborative mindset with strong partnership skills
- Proficient 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 day-to-day service contact for assigned commercial clients.
- Partner with Relationship Managers (RMs) and Treasury Officers to support client needs.
- Proactively manage client inquiries related to accounts, services, documentation, and transactions.
- Ensures high-quality client experience with timely follow-up and clear communication
- Support onboarding and maintenance for deposit, treasury, and lending products (including but not limited to lockbox, cash vault, wires, ACH, information reporting).
- Coordinate account openings, modification, closures, and signatory changes.
- Review client documentation for completeness and accuracy prior to submission.
- Liaise with internal operations teams to ensure seamless execution.
- Process service requests in accordance with SLAs and internal procedures.
- Track and manage service tickets, requests, and follow-ups to completion.
- Identify and escalate issues or delays impacting client experience.
- Support transaction inquiries (i.e. wires, ACH, account research)
- Ensure adherence to bank policies, procedures, and regulatory requirements.
- Support KYC, AML, and client due diligence processes.
- Validate documentation and approvals meet control standards.
- Escalate potential risks, control gaps, or client issues as appropriate.
- Identify process inefficiencies and recommend improvement.
- Participate in process changes, system enhancements, and training initiatives.
- Support audits, exams, and internal reviews as needed.
Benefits
- 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
- paid time off (PTO)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
