About this Client Service Officer role at Texas Capital Bank
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.
Key Responsibilities
Client Relationship Management
· Serve as the primary point of contact for assigned clients and deliver exceptional service.
· Manage inquiries, requests, escalations, onboarding activities, and product implementations.
· Partner with internal teams to ensure a seamless client experience.
Transaction & Funding Operations
· Review, authorize, and process funding requests, wire transfers, settlements, and related transactions.
· Manage operational workflows, funding queues, and required documentation.
· Monitor and manage aged loans and collateral aging to ensure timely resolution, movement of collateral, and adherence to portfolio expectations.
· Collect and process curtailment and payoff funds as required to support portfolio administration and client servicing.
· Support banking and lending products while meeting service level expectations.
Operational Support & Problem Resolution
· Investigate and resolve transaction exceptions, funding discrepancies, collateral issues, and system-related concerns.
· Coordinate with internal partners to mitigate operational risk and drive timely resolutions.
· Monitor collateral, account activity, aged inventory, and documentation accuracy to ensure compliance with operational standards.
Portfolio Oversight & Reporting
· Monitor portfolio activity, service metrics, and operational performance indicators.
· Prepare reports and identify trends, risks, and process improvement opportunities.
· Communicate client and operational concerns to management and business partners.
Qualifications
· Bachelor's degree preferred.
· 3+ years of banking, mortgage, financial services, client servicing, or transaction processing experience.
· Experience with ProMerit or similar banking platforms preferred.
Required Skills
- Strong understanding of banking operations and servicing processes.
- Operational risk and controls knowledge.
- Analytical and problem-solving capabilities.
- Process improvement and continuous improvement mindset.
- Strong organizational and prioritization skills
- Effective communication and stakeholder management skills
- Ability to operate in fast-paced, high-volume environments.
- Leadership and mentoring capabilities.
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.