Client Service Officer

Texas Capital Job Opportunity

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.

Responsibilities

• A trusted member of the client team and deeply connected to deliver the growth and success of an assigned portfolio.
• Lead end-to-end onboarding and maintenance activities for new and existing clients. Act with a sense of urgency and exceed expectations often by over-communicating.
• Provide exceptional client service and flawless execution on client requests.
• Take ownership of client escalations (e.g., technology and service issues) and collaborate with operational and internal teams to ensure effective resolution.
• Engage professionally in person, via email, and on the phone to assist with every client need or issue.
• Maintain diligent awareness of risk to recognize fraudulent transactions.
• Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.
• Identify and document new business opportunities for referral to banker or product specialist.
• Independently review all entity documents, open and link accounts as needed.
• Seek process improvements and generate innovative ideas to streamline processes / transactions. Demonstrate the ability to work in an agile environment.

Qualifications

Education and Experience

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.