Sr Banking Operations Analyst
Texas Capital Bank
Sr Banking Operations Analyst
The Sr Banking Operations Analyst is responsible for delivering exceptional client service and operational support across consumer, commercial, and business banking products. This role combines client onboarding, case management, escalation handling, and operational support to ensure seamless client experiences and adherence to regulatory standards. The Sr Banking Operations Analyst builds an in-depth understanding of each client's organization, business priorities, culture, and operating model to determine how best to leverage Texas Capital's products and capabilities to continuously add value. Services supported include Consumer and Non-Treasury Escalation Supervision, Exception Approvals, Online Credit Portal Assistance, Online and Manual Wire Transfers, ACH and Instant Payment Research, Information Reporting, and other consumer and business banking solutions.
Key responsibilities include serving as a trusted point of contact for clients, providing high-touch service across multiple channels (phone, email, messaging); leading end-to-end onboarding and maintenance activities for new and existing clients, including documentation review and account setup; managing and prioritizing high-volume case work, ensuring timely resolution of client requests and escalations; acting as subject matter expert for consumer and all other non-treasury products, services, and systems; monitoring alerts and events, triaging and escalating as needed, and communicating resolution status to clients and internal stakeholders; collaborating with Line of Business Managers and internal departments to facilitate client needs and identify process improvements; maintaining awareness of risk and enforcing compliance with banking policies, procedures, and regulatory guidelines; analyzing metrics and reporting performance trends to assist in quality assurance and operational improvements; mentoring and supporting team members, ensuring accurate training and adherence to procedures; and occasionally traveling for client meetings and relationship reviews.
Qualifications include a BA/BS in Business, Finance, or related field preferred; minimum 57 years in financial services with strong knowledge of consumer products, systems, and services; strong understanding of applicable banking laws and regulations; exceptional verbal and written communication skills; ability to deliver training and presentations; proven problem-solving, analytical, and critical thinking abilities; ability to build positive relationships across teams and influence outcomes; highly organized with advanced time management skills; capable of handling multiple priorities in a fast-paced environment; proficiency in Microsoft Office Suite and familiarity with CRM tools (e.g., Salesforce); flexible schedule availability, including evenings and Saturdays as needed; and high integrity and commitment to confidentiality.
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