Client Service Officer

Texas Capital Bancshares
United States
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 5-7 yearsEducation: bachelorsSkills: ["Client service","Communication","Attention to detail","Problem-solving","Escalation judgement"]

Serve as the primary operational point of contact for commercial banking clients, supporting relationship teams by managing service requests and coordinating onboarding and account maintenance. You’ll handle client inquiries, process requests according to SLAs, track and escalate service issues, and support transaction research. The role also ensures adherence to bank policies and regulatory controls, including KYC/AML support and documentation validation, while collaborating on process improvement and internal reviews.

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FursaFursa
Texas Capital Bancshares
Texas Capital Bancshares
4 days ago

Client Service Officer

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Serve as the primary operational point of contact for commercial banking clients, supporting relationship teams by managing service requests and coordinating onboarding and account maintenance. You’ll handle client inquiries, process requests according to SLAs, track and escalate service issues, and support transaction research. The role also ensures adherence to bank policies and regulatory controls, including KYC/AML support and documentation validation, while collaborating on process improvement and internal reviews.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Act as the day-to-day service contact for assigned commercial clients and partner with relationship teams to support client needs.
  • •Proactively manage client inquiries related to accounts, services, documentation, and transactions.
  • •Support onboarding and maintenance for deposit, treasury, and lending products, including account opening, modifications, closures, and signatory changes.
  • •Process service requests per SLAs and procedures, tracking service tickets through completion and escalating issues or delays.
  • •Ensure adherence to bank policies and regulatory requirements, including supporting KYC/AML and documenting validations, plus participate in process improvement and audits as needed.

Pay and Benefits

Perks:Health InsuranceWellness StipendFertility BenefitsLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

  • •Bachelor’s degree or equivalent experience.
  • •5-7 years of experience in commercial banking operations, client service, or commercial banking support.
  • •Strong understanding of commercial banking products and services.
  • •Experience working in a regulated environment with defined controls.
  • •Familiarity with KYC/AML and onboarding requirements.
Experience:5-7 yearsCommercial bankingRegulated environmentKYC/AMLOnboardingTreasury managementLending operations
Education:Bachelor's
Skills:Client serviceCommunicationAttention to detailProblem-solvingEscalation judgement
Tech Stack:MS OfficeWorkflow systemsCase management systemsBanking platforms

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