Private Bank Operations Team Lead

Texas Capital Bancshares
Texas, Houston, Dallas, Austin
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 5+ yearsEducation: bachelorsSkills: ["Client service","Supervisory/management","Change management","Organizational skills","Analytical problem-solving"]

Lead day-to-day private banking operations while managing a team and ensuring exceptional client service. Oversee account opening, transfers, wires, stop payments, and ongoing documentation and compliance processes, including AML/KYC review and escalation of suspicious activity. Support Private Client Advisors and Investment Advisors with regulatory file management, reporting, and internal systems expertise. Train and mentor new employees and improve processes to meet operational and audit requirements.

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Texas Capital Bancshares
Texas Capital Bancshares
8 hours ago

Private Bank Operations Team Lead

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Lead day-to-day private banking operations while managing a team and ensuring exceptional client service. Oversee account opening, transfers, wires, stop payments, and ongoing documentation and compliance processes, including AML/KYC review and escalation of suspicious activity. Support Private Client Advisors and Investment Advisors with regulatory file management, reporting, and internal systems expertise. Train and mentor new employees and improve processes to meet operational and audit requirements.
Location: Texas, Houston, Dallas, Austin
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Manage people operations responsibilities and provide banking clients outstanding service for deposit accounts, including wires and stop payments.
  • •Support Private Client Advisors and Investment Advisors with regulatory file creation/maintenance, producing reports, and record keeping to service and grow client relationships.
  • •Assist with account set-up and onboarding, acting as a liaison for internal partners to facilitate client on-boardings.
  • •Oversee compliance/documentation and control, including AML/KYC review, escalation of suspicious activity, and ensuring transactions meet legal and policy requirements.
  • •Train and mentor employees, compile weekly/monthly metrics, and provide process/system expertise and issue resolution for operational improvements.

Pay and Benefits

Perks:Health InsuranceLife InsuranceDisability Insurance401kPaid Leave

Key Requirements

  • •5 years’ experience in a Private Wealth environment.
  • •Client-focused supervisory/management experience required.
  • •Series 7 and 65 licenses preferred or willingness to obtain within 90 days required.
  • •Excellent verbal and written client service skills with comfort handling confidential information.
  • •Proficiency with systems and Microsoft Office (PowerPoint and Excel), plus CRM familiarity (Salesforce a plus).
Experience:5+ yearsPrivate wealth
Education:Bachelor's
Skills:Client serviceSupervisory/managementChange managementOrganizational skillsAnalytical problem-solving
Licenses:Series 7Series 65
Tech Stack:FISERV SignatureSalesforce CRMCORE applicationsMicrosoft OfficeMS OfficeWindowsPowerPointExcelWeb based applicationsDesktop applications

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