Client Service Officer

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. 

Texas Capital Bank is seeking a Client Service Officer “CSO” as part of Treasury Operations. This role is primarily to provide exceptional service and support to our customers across all lines of business. The CSO will build in-depth understanding of the client’s organization, business priorities, culture and operating model and determine how best to leverage TCBs products and capabilities to continuously add value to the client. Many of the services the candidate will assist with are Lockbox, Cash Vault, Online Wire transfers, ACH payments, Treasury Information Reporting, and other Commercial Treasury products.

• Responsibilities

  • Client Support & Relationship Management

  • Act as day-to-day service contact for assigned commercial clients.

  • Partner with Relationship Managers (RMs) and Treasury Officers to support client needs.

  • Proactively manage client inquiries related to accounts, services, documentation, and transactions.

  • Ensures high-quality client experience with timely follow-up and clear communication

• Account & Product Servicing

  • Support onboarding and maintenance for deposit, treasury, and lending products (including but not limited to lockbox, cash vault, wires, ACH, information reporting).

  • Coordinate account openings, modification, closures, and signatory changes.

  • Review client documentation for completeness and accuracy prior to submission.

  • Liaise with internal operations teams to ensure seamless execution.

• Operational Execution

  • Process service requests in accordance with SLAs and internal procedures.

  • Track and manage service tickets, requests, and follow-ups to completion.

  • Identify and escalate issues or delays impacting client experience.

  • Support transaction inquiries (i.e. wires, ACH, account research)

• Risk, Compliance & Controls

  • Ensure adherence to bank policies, procedures, and regulatory requirements.

  • Support KYC, AML, and client due diligence processes.

  • Validate documentation and approvals meet control standards.

  • Escalate potential risks, control gaps, or client issues as appropriate.

• Process Improvement & Collaboration

  • Identify process inefficiencies and recommend improvement.

  • Participate in process changes, system enhancements, and training initiatives.

  • Support audits, exams, and internal reviews as needed.

• Qualifications

  • Bachelor’s degree or equivalent exp