Client Service Officer

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. Responsibilities Act as day‑to‑day service contact for assigned commercial clients; partner with Relationship Managers and Treasury Officers to support client needs. Proactively manage client inquiries related to accounts, services, documentation, and transactions; ensure a high‑quality client experience with timely follow‑up and clear communication. Support onboarding and maintenance for deposit, treasury, and lending products (including lockbox, cash vault, wires, ACH, and information reporting); coordinate account openings, modifications, closures, and signatory changes. Review client documentation for completeness and accuracy prior to submission; liaise with internal operations teams to ensure seamless execution. Process service requests in accordance with SLAs and internal procedures; track and manage service tickets, requests, and follow‑ups to completion. Identify and escalated delays impacting client experience; support transaction inquiries (e.g., wires, ACH, account research). Ensure adherence to bank policies, procedures, and regulatory requirements; support KYC, AML, and client due diligence processes. Validate documentation and approvals meet control standards; escalated potential risks or control gaps as appropriate. 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. EEO Statement TexasCapital is an Equal Opportunity Employer. #J-18808-Ljbffr Texas Capital Bank