Client Service Officer Team Lead - Commercial Banking

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. 

Brief Overview of Position

Texas Capital Bank is seeking a Team Lead to support the Client Service Officer “CSO” function as part of Treasury Operations Customer Onboarding Team in Commercial Banking. This role is primarily to implement consistent procedures to ensure that the CSO team provides exceptional service to our customers across all lines of business. The Team Lead will help the CSO team build in-depth understanding of the client’s organization, business priorities, culture, and operating model to 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, general account inquiries as well as Electronic Banking activity including online Wire transfers, ACH payments, Desktop Deposit, Treasury Information Reporting, and other Commercial Treasury products.

Responsibilities

• Perform certain CSO responsibilities ensuring that consistent procedures are implemented to enhance the client’s experience.
• Provide CSO team members with subject matter expertise to support the client and maintain critical knowledge of products and services
• Assist Management in self- identifying risks and opportunities to mitigate risk and/or enhance client experience
• Assemble weekly/monthly metrics reports to test/measure team deliverables
• Provide process and system expertise to other areas of the bank as needed for projects, issue resolution or process improvements
• Provide training and mentorship for new employees
• Organize and provide support/coverage when needed or requested for high volume times or staffing level deficiencies
• Analyze and review team process (with Manager oversight) to ensure compliance with all operational procedures
• Assist management with various operational duties and responsibilities
• Abide by Texas Capital Bank policies, procedures, and regulatory compliance guidelines
• Partner with the Business and Learning & Delivery team to deliver Treasury Product & Services trainings
• Manage and monitor client transactions with respect to business and individual banking.
• Ensure transactions are completed within audit and compliance standards as well as timely execution.
• Be attentive and diligent in daily work habits to recognize fraudulent transactions.
• Provide additional support to CSOs during client investigation and collaborate with operational and middle office teams to ensure effective resolution.
• Ensure CSOs are managing accounts for all products and reporting on accomplishments  (including address changes, banker/expense code changes, account status ch