Hybrid Senior Client Service Officer en Texas Capital Bank
Texas Capital Bank · Richardson, TX, Estados Unidos De América · Hybrid
- Oficina en Richardson, TX
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.
• Lead & manage end to end complex Onboardings/Implementations – serve as central point of contact: Includes being responsible for weekly meetings & notes, strong collaboration across partners.
• Partner with the Escalations Team on escalated client issues for root cause and resolve (offer possible solution opportunities)
• Assist with preparing and presenting presentations for townhalls, processes/product roll outs and changes
• Perform as a SME on at least two key complex products for your team and partners
• Assist team lead with driving out projects
• Serve as a point of resource for their team
• Increase in monthly referrals & reviews – Solution oriented
• Coordinate with LOB partners to participate in sales calls to show the value add of the service model
• Exceptional written and verbal communication a plus
• Basic loan inquiries
• Mentor to new hires
• Early adopter and change champion for the team. Enthusiastically embraces change and serves as a role model for the team.
• Promotes self-serve with their clients - BankNow, Initio, Wire Initiation
• Assigned tasks as needed
Qualifications
• 3-5 Years Treasury and or Client Service experience preferred
• Ability to analyze issues and offer solutions
• Experience evaluating processes and identifying gaps and improvement opportunities
• Experience adapting to a fast paced, transformative work environment while driving results
• Excellent interpersonal, influencing, communication and partnership skills
• Project management skills
• Passion for learning and development
• Proven leadership skills
• Motivated and results oriented creative thinker
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.
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