Consumer Client Service Officer

Texas Capital Bancshares
United States
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 5-7 yearsEducation: bachelorsSkills: ["Communication","Problem-solving","Analytical thinking","Critical thinking","Relationship building"]

Deliver high-touch client service and operational support for consumer, commercial, and non-treasury banking products. Own end-to-end onboarding and maintenance, manage high-volume cases, and handle escalations while monitoring alerts, triaging issues, and communicating status to clients and stakeholders. Act as a subject matter expert for consumer/non-treasury systems and coordinate with internal teams to resolve complex problems, ensure compliance, and improve processes through analysis and metrics.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Texas Capital Bancshares
Texas Capital Bancshares
3 days ago

Consumer Client Service Officer

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Deliver high-touch client service and operational support for consumer, commercial, and non-treasury banking products. Own end-to-end onboarding and maintenance, manage high-volume cases, and handle escalations while monitoring alerts, triaging issues, and communicating status to clients and stakeholders. Act as a subject matter expert for consumer/non-treasury systems and coordinate with internal teams to resolve complex problems, ensure compliance, and improve processes through analysis and metrics.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Serve as a trusted point of contact for clients, providing high-touch service across phone, email, and messaging.
  • •Lead end-to-end onboarding and maintenance for new and existing clients, including documentation review and account setup.
  • •Manage and prioritize high-volume case work to ensure timely resolution of client requests and escalations.
  • •Act as subject matter expert for consumer and non-treasury products, services, and systems; partner with internal teams to resolve complex issues.
  • •Monitor alerts and events, triage and escalate as needed, communicate resolution status, and analyze metrics to support quality assurance and improvements.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceWellness StipendLife InsuranceDisability Insurance401k MatchPaid Leave

Key Requirements

  • •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 and the ability to enforce compliance with banking policies and procedures.
  • •Exceptional verbal and written communication skills, including the ability to deliver training and presentations.
  • •Proven problem-solving, analytical, and critical thinking abilities with strong organizational and time management skills.
  • •Proficiency in Microsoft Office Suite and familiarity with CRM tools (e.g., Salesforce).
Experience:5-7 yearsFinancial servicesBanking
Education:Bachelor's in Business or Finance
Skills:CommunicationProblem-solvingAnalytical thinkingCritical thinkingRelationship building
Tech Stack:Microsoft Office SuiteSalesforceCRM tools

Company Brief

Texas Capital Bancshares
Texas Capital Bancshares is the publicly traded parent company of Texas Capital Bank, a full-service financial institution offering commercial banking, treasury management, wealth management, and capital markets services to businesses and individuals in Texas and beyond.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Dallas, United States
Founded: 1998
WebsiteLinkedIn