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).
Texas Capital is headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano, San Antonio, Chicago, Los Angeles and New York. For more information about joining our team, please visit us at www.texascapital.com.
Key Responsibilities
Leadership & Team Management
- Lead, mentor, and develop a team of Client Service Officers and treasury support professionals.
- Establish performance expectations, coaching plans, and career development opportunities.
- Foster a culture focused on client service excellence, accountability, operational discipline, and continuous improvement.
- Manage staffing models, workload balancing, and resource allocation to support business growth and client needs.
- Drive employee engagement, retention, and succession planning initiatives.
Treasury Client Service Oversight
- Oversee all post-sale treasury management support activities, including onboarding, implementation coordination, servicing, maintenance requests, and client issue resolution.
- Ensure timely and accurate execution of treasury product and service requests.
- Partner with sales and relationship teams to deliver a seamless client experience throughout the customer lifecycle.
- Act as an escalation point for complex client issues and service challenges.
- Monitor service level agreements (SLAs), operational metrics, and client satisfaction results.
Line of Business Support
- Serve as a primary operational partner to Treasury Management, Commercial Banking, Business Banking, Corporate Banking, Private Banking, and other Lines of Business.
- Provide subject matter expertise regarding treasury products, services, operational capabilities, and client support processes.
- Collaborate with business partners to identify growth opportunities and improve service delivery models.
- Support strategic initiatives that enhance treasury product adoption and client utilization.
- Participate in business planning, forecasting, and organizational initiatives.
Operational Excellence & Process Improvement
- Evaluate and enhance operational workflows, procedures, and controls to improve efficiency and reduce risk.
- Identify automation opportunities and implement process improvements that support scalability and business growth.
- Establish key performance indicators (KPIs) and reporting frameworks to measure team effectiveness.
- Lead cross-functional projects involving Operations, Treasury Management, Technology, Compliance, Risk, and Product Management teams.
- Promote Lean, Six Sigma, or other continuous improvement methodologies where appropriate.
Risk Management & Compliance
- Ensure compliance with bank policies, regulatory requirements, and treasury management operating procedures.
- Maintain strong internal controls and risk mitigation practices across treasury operations functions.
- Support audit, compliance, and regulatory examinations.
- Partner with Risk Management, Legal, Compliance, Fraud Prevention, and Operations teams to address control gaps and emerging risks.
- Monitor operational losses, service disruptions, and client-impacting events while implementing corrective action plans.
Strategic Planning
- Support treasury management growth initiatives by aligning operational capabilities with business objectives.
- Analyze trends, service metrics, client feedback, and business performance to identify improvement opportunities.
- Contribute to annual planning, budgeting, staffing, and technology investment decisions.
- Champion organizational change management efforts and transformation initiatives.
Strategic Transformation & Modernization
- Lead enterprise operational transformation initiatives focused on:
- Automation
- AI enablement
- Workflow modernization
- Straight-through processing (STP)
- Process simplification
- Capacity Optimization
- Client experience enhancement
- Sponsor enterprise process mapping and continuous improvement programs.
- Drive adoption of operational technologies and workflow platforms.
- Support digital transformation and operational integration initiatives.
Financial & Operational Performance Management
- Manage operational budgets, headcount, forecasting, and resource planning.
- Analyze operational metrics, productivity, losses, and service trends
- Establish executive KPI reporting and operational scorecards.
- Support strategic business planning and investment prioritization.
- Identity opportunities for cost reduction and operational efficiency gains.
Executive Partnership & Governance
- Partner with executive leadership across:
- Business lines
- Product
- Technology
- Finance
- Risk
- Compliance
- Audit
- Participate in executive governance committees and enterprise steering groups.
- Represent operations in regulatory discussions and enterprise initiatives.
- Influence enterprise operational strategy and prioritization.
Qualifications
Education
- Bachelor’s degree in Business, Finance, Accounting, or related field required or strongly preferred.
- MBA or advanced business/operations certifications preferred
Experience
- 12-18 years of banking or financial services operations experience.
- Significant leadership experience managing large operational organizations and transformation initiatives.
- Strong experience in operational risk. Controls, governance, and regulatory environments required.
Required Skills
- Executive leadership and organizational management capabilities.
- Deep expertise in banking operations and operational risk frameworks.
- Strategic planning and transformation leadership.
- Strong financial and workforce management capabilities.
- Executive Communication and stakeholder management skills
- Experience leading enterprise-scale operational initiatives.
- Strong analytical, decision-making, and problem-solving capabilities.
- Ability to manage complex, high-risk operational environments.
- Additional Job Description
Additional Job Description
Data Accountability
Employees are accountable for the accuracy, integrity, security, and appropriate use of all data they create, access, manage, or report — complying with the firm’s data governance standards and promptly resolving or escalating data-quality issues.
Enterprise Leadership
Employee acts as an enterprise leader — collaborating across teams, sharing ownership, and holding themselves and others accountable for results that advance the firm
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.