Operations Program Associate

Texas Capital • Richardson, TX

1d

About The Position

The Operations Program Associate provides guidance and mentorship to operations employees and supports training, onboarding, quality management, workforce coordination, and operational coverage planning. The role oversees complex operational processes and servicing activities, reviews escalated transactions and exceptions, and helps ensure work meets service-level agreements, quality standards, and regulatory requirements. It also monitors aging items, unresolved exceptions, and bottlenecks, and supports critical processing during high-volume or high-risk periods.

The associate leads or supports process improvement and transformation initiatives focused on cycle-time reduction, efficiency, capacity optimization, reducing manual work, and enhancing client experience. The role participates in process mapping and future-state design, supports implementation of workflow automation, AI-assisted capabilities, straight-through processing, and modernization initiatives, and contributes to business readiness and change management.

The position serves as a liaison between operations and business partners, supports relationship managers, sales, product, and client service teams, participates in governance and working groups, and assists with escalated client matters. It coordinates with operations, technology, risk, and compliance teams during incidents or process changes. Work may relate to areas such as commercial lending, deposits and treasury, onboarding and KYC, payments, fraud and financial crimes, wealth and private banking, investment banking, digital banking, account servicing, reconciliations and settlements, or loan servicing and documentation.

Requirements

• Typically, 6–9 years of banking or financial services operations experience.
• Experience managing complex operations processes and escalations.
• Strong understanding of banking operations and servicing processes.
• Knowledge of operational risk and controls.
• Analytical and problem-solving capabilities.
• Process improvement and continuous improvement mindset.
• Strong organizational and prioritization skills.
• Effective communication and stakeholder management skills.
• Leadership and mentoring capabilities.

Nice To Haves

• Bachelor’s degree in Business, Finance, Accounting, or a related field preferred; equivalent operational banking experience may substitute.
• Prior experience supporting operational risk, controls, and process improvement initiatives preferred.
• Experience with operational, workflow, and reporting platforms such as Alloscape, ACBS, ServiceNow, Salesforce, Nintex, Archer, Verafin, Microsoft Suite, and PowerBI.

Responsibilities

• Provide guidance and mentorship to employees across operations.
• Assist leadership with training, onboarding, and quality management activities.
• Support workforce coordination and operational coverage planning.
• Promote operational discipline, accountability, and continuous improvement.
• Manage and oversee complex operational processes and servicing activities.
• Review escalated transactions, exceptions, and operational issues.
• Ensure operational activities meet established SLAs, quality standards, and regulatory requirements.
• Monitor aging items, unresolved exceptions, and operational bottlenecks.
• Support critical processing during high-volume or high-risk periods.
• Lead or support process improvement initiatives focused on cycle-time reduction, operational efficiency, capacity optimization, reducing manual activities, and enhancing client experience.
• Participate in process mapping and future-state design workshops.
• Assist with implementing workflow automation, AI-assisted operational capabilities, straight-through processing, and operational modernization initiatives.
• Support business readiness and change management activities.
• Serve as a liaison between operations and business partners.
• Support relationship managers, sales, product teams, and client service teams.
• Participate in operational governance and working group meetings.
• Assist with escalated client servicing matters and operational inquiries.
• Coordinate across operations, technology, risk, and compliance teams during incidents or process changes.

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)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level