Texas Capital

Sr Client Service Officer

Texas Capital  •  United States (Onsite)  •  14 days ago
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Job Description

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

Responsibilities

  • Participate and act as the technical lead on recurring client project status meetings
  • Support client scoping to ensure product and technical requirements are understood and satisfied in accordance with the client's business and technical needs, as well as TCB’s capabilities
  • Prepare project plans for outlining product implementation options and timeline
  • Use tracking tools and systems consistently and accurately to document and communicate current status, issues, and risks for all active projects
  • Serve as an effective point of escalation on behalf of client; become the client's trusted advisor during the implementation process
  • Support client during production migration and production verification; provide timely status updates to the client and treasury team
  • Provide support to team colleagues when needed; be seen as a subject matter expert for products supported
  • Attend and demonstrate knowledge and value on pre-implementation calls with clients and Sales.
  • Identify and communicate process gaps and improvement opportunities, express willingness to own improvement initiatives
  • Build relationships with internal partners, champion business requirements, and assess key performance indicators
  • Build familiarity with our business practice pillars and start contributing to root cause analysis, business solutions, and process improvements
  • Serve as a resource for other team members
  • Support and execute on special projects as set forth by management

Qualifications

  • 3-5 Years Treasury and or Financial sector experience preferred
  • Ability to analyze issues and perform root cause analysis
  • Experience evaluating processes and identifying gaps and improvement opportunities
  • Experience developing, writing, and/or maintaining standard operating procedures
  • Previous experience adapting to a fast paced, transformative work environment while driving results
  • Excellent interpersonal, influencing, communication and partnership skills
  • Strong project management skills
  • Passion for learning new working models, technologies, and industry trends
  • Proven experience leading working groups that produce results and change
  • Ability to work with technology teams to help improve user accessibility and interface
  • Motivated and results oriented creative thinker
  • College degree preferred

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.

Texas Capital

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

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Dallas, TX
Year Founded
Unknown
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