Operations Program Associate

Texas Capital•Dallas, NC

About The Position

The Operations Program Associate enhances training programs across banking operations, with emphasis on deposit, treasury, credit, and wealth service functions. The role keeps training aligned with current procedures, controls, and system changes; supports onboarding, training delivery, quality management, workforce coordination, and operational coverage planning; and promotes accountability and continuous improvement. The associate supports operational readiness for change initiatives by assessing operational impacts, UAT needs, documentation, communications, and training requirements. In partnership with production teams, the role helps define business requirements, testing scope, governance updates, and go-live readiness. It also oversees governance document creation, review, approval, refresh, templates, ownership, and version control, while identifying opportunities for automation. 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, assists with escalated client servicing matters, and coordinates with operations, technology, risk, and compliance during incidents or process changes. Relevant functional areas include commercial lending, deposit and treasury, client onboarding and KYC, payments, fraud and financial crimes, wealth and private banking, investment banking, digital banking, account servicing, reconciliation and settlements, and 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.
Equivalent operational banking experience may substitute for degree requirements.

Nice To Haves

Bachelor’s degree in business, finance, accounting, or a related field preferred.
Prior experience supporting training delivery 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

Enhance training programs across operations, prioritizing deposit, treasury, credit, and wealth service functions.
Keep training content aligned with current procedures, controls, and system changes.
Provide guidance and mentorship to operations employees.
Assist leadership with onboarding, training delivery, and quality management activities.
Support workforce coordination and operational coverage planning.
Promote operational discipline, accountability, and continuous improvement.
Define triggers to ensure Operations is engaged early in change initiatives.
Assess operational impacts, UAT needs, documentation requirements, communication plans, and training needs for changes.
Partner with production teams to define standards for business requirements, UAT testing scope, and governance and control updates.
Serve as the operations point of contact for go-live readiness and confirm impacted teams are prepared before implementation.
Oversee governance document creation, review, approval, and periodic refresh, identifying automation opportunities.
Develop and maintain standardized templates to reduce manual entry and refresh effort.
Track document ownership, review cycles, and version control.
Liaise 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 during incidents or process changes.