TC
Client Service Officer
full-time•Richardson
About this role
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.
Summary – Operations Associate – Client Service Officer serves as a primary operational point of contact for commercial banking clients, supporting relationship teams by managing service requests, coordinating onboarding and account maintenance activities, and ensuring timely, accurate execution of client instructions. The role balances client experience, operational excellence, and risk & control discipline.
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.
What you'll do
- The Client Service Officer serves as the primary operational point of contact for commercial banking clients, managing service requests and ensuring timely execution of client instructions. The role emphasizes client experience, operational excellence, and adherence to risk and control standards.
About Texas Capital
Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation. Our reputation as a respected financial institution is embodied by who we are and how we do business. Our team is comprised of experienced and groundbreaking thinkers, empowered to focus on what matters. We are consistent in our commitment to building trusted relationships and producing exceptional outcomes as Texas’s premier full-service financial firm. We stay a step ahead by generating and embracing great ideas. We merge financial expertise and distinct experience to think creatively, which enables us to identify opportunities and craft market-leading products designed to enhance your portfolio.
Our client-centric culture thrives because we attract, develop and engage the most experienced and diverse experts in their fields. Over the years, we've developed a supportive culture that values collaboration, rewards performance and respects the well-being of its team members. We know our people are our greatest asset, so we give them the resources and support they need to be successful. Our personal approach has enabled us to deliver exceptional value for our clients for more than two decades — an achievement we’re proud to continue.
Explore a career at Texas Capital Bank: https://www.texascapitalbank.com/who-we-are/careers
Texas Capital is the collective brand name for Texas Capital Bank and its separate, non-bank affiliates and wholly owned subsidiaries. Please visit texascapital.com to learn more about Texas Capital, its products and services, and the respective entities that offer each. For deposit products, Member FDIC.
Texas Capital and its subsidiaries are equal opportunity employers and do not discriminate on the basis of any protected trait including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status. https://www.texascapitalbank.com/equal-employment-opportunity-policy
Ready to join Texas Capital?
Take the next step in your career journey
Frequently Asked Questions
What does a Client Service Officer do at Texas Capital?
As a Client Service Officer at Texas Capital, you will: the Client Service Officer serves as the primary operational point of contact for commercial banking clients, managing service requests and ensuring timely execution of client instructions. The role emphasizes client experience, operational excellence, and adherence to risk and control standards..
Is the Client Service Officer position at Texas Capital remote?
The Client Service Officer position at Texas Capital is based in Richardson, Texas, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Client Service Officer position at Texas Capital?
You can apply for the Client Service Officer position at Texas Capitaldirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.