Texas Capital Bank

Sr Banking Operations Analyst

Texas Capital Bank$80K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • BA/BS in Business, Finance, or related field preferred
  • 5-7 years in financial services with strong knowledge of consumer and treasury products
  • Strong understanding of banking laws and regulations
  • Exceptional verbal and written communication skills
  • Proven problem-solving and analytical abilities
  • Ability to build positive relationships and influence outcomes
  • Highly organized with advanced time management skills
  • Proficiency in Microsoft Office Suite and familiarity with CRM tools

Responsibilities

  • Serve as a trusted point of contact for clients across multiple channels
  • Lead onboarding and maintenance activities for client accounts
  • Manage high-volume case work ensuring timely resolution of requests
  • Act as subject matter expert for consumer and non-treasury products
  • Monitor alerts, triage issues and communicate resolution status
  • Collaborate with internal teams to identify process improvements
  • Enforce compliance with banking policies and regulatory guidelines
  • Analyze metrics to assist in quality assurance and operational improvements
  • Mentor team members and ensure adherence to procedures
  • Occasionally travel for client meetings and relationship reviews

Benefits

  • Flexible schedule availability including evenings and Saturdays as needed
  • Opportunity for skill development and training in advanced banking products
  • Access to a collaborative and dynamic team environment
  • Strong focus on professional growth and career advancement
  • Supportive culture emphasizing client relationships and service excellence
Full Job Description
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 • Serve as a trusted point of contact for clients, providing high-touch service across multiple channels (phone, email, messaging). • Lead end-to-end onboarding and maintenance activities for new and existing clients, including documentation review and account setup. • Manage and prioritize high-volume case work, ensuring timely resolution of client requests and escalations. • Act as subject matter expert for consumer and all other non-treasury products, services, and systems; partner with internal teams to resolve complex issues. • Monitor alerts and events, triage and escalate as needed, and communicate resolution status to clients and internal stakeholders. • Collaborate with Line of Business Managers and internal departments to facilitate client needs and identify process improvements. • Maintain awareness of risk and enforce compliance with banking policies, procedures, and regulatory guidelines. • Analyze metrics and report performance trends to assist in quality assurance and operational improvements. • Mentor and support team members, ensuring accurate training and adherence to procedures. • Occasionally travel for client meetings and relationship reviews. Qualifications • Education: BA/BS in Business, Finance, or related field preferred. • Experience: Minimum 5-7 years in financial services with strong knowledge of consumer and treasury 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. • High integrity and commitment to confidentiality. 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.

About Texas Capital Bank

Texas Capital Bank is a commercial bank that provides a range of financial services to businesses and individuals. The bank was founded in 1998 and is headquartered in Dallas, Texas. Texas Capital Bank has over 1,500 employees and operates branches in several states, including Texas, California, and New York. The bank offers a variety of services, including commercial lending, treasury management, and wealth management.
Learn more about Texas Capital Bank
Size
1,500 employees
Industry
Founded
1998

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