Client Service Officer

Texas Capital•Richardson, TX

About The Position

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 GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Core Responsibilities Client Support & Relationship Management 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 Account & Product Servicing 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. Operational 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 ro delays impacting client experience. Support transaction inquiries (ie wires, ACH, account research) Risk, Compliance & Controls 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. Process Improvement & Collaboration Identify process inefficiencies and recommend improvement. Participate in process changes, system enhancements, and training initiatives. Support audits, exams, and internal reviews as needed. Qualifications 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. Preferred Qualifications 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. Skills & Competencies 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. Success Measures Service request turnaround time (SLA adherence) Client satisfaction and responsiveness Accuracy and quality of documentation Reduction in rework or escalations Compliance with control and risk requirements. Help us build a better Texas Capital. It all begins with outstanding talent. It all begins with you. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer. 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 banks at a scale that makes sense 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. Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies

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 ro delays impacting client experience.
Support transaction inquiries (ie 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.