Align training content with current procedures, controls, and system changes so materials remain accurate.
Provide guidance and mentorship to employees across operations.
Assist leadership with onboarding, training delivery, and quality management activities.
Support workforce coordination and operational coverage planning.
Promote operational discipline, accountability, and continuous improvement culture.
Operational Readiness
Define the trigger point(s) that ensure Operations is engaged early in change initiatives.
Assess operational impact, UAT needs, documentation requirements, communication plans, and training needs for each change.
Partner with the production team to define standards for Business Requirements, UAT testing scope, and required governance and control updates (RCSA, procedures, processes, workflows).
Serve as the operations point of contact for go-live readiness, confirming impacted teams are prepared before implementation.
Governance Documentation Oversight
Oversee the governance document management lifecycle, including creation, review, approval, and periodic refresh. Identifying automation opportunities throughout.
Develop and maintain standardized templates that reduce manual keying and refresh effort.
Track document ownership, review cycles, and version control to keep governance content current.
Stakeholder & Client Support
Serve as a key liaison between operations and business partners.
Support relationship managers, sales, product teams, and client service teams.
Participate in operational governance and working group meetings.
Assist with escalated client servicing matters and operational inquiries.
Coordinate across operations, technology, risk, and compliance teams during incidents or process changes.
Typical Functional Areas
Commercial Lending Operations
Deposit & Treasury Operations
Client Onboarding & KYC
Payment Operations
Fraud & Financial Crimes Operations
Wealth / Private Banking Operations
Investment Banking Operations
Digital Banking Operations
Account Maintenance & Servicing
Reconciliation & Settlements
Loan Servicing & Documentation
Qualifications
Education
Bachelor’s degree in business, Finance, Accounting, or related field preferred.
Equivalent operational banking experience may substitute for degree requirements.
Experience
Typically, 6-9 years of banking or financial services operations experience.
Experience managing complex operations processes and escalations.
Prior experience supporting training delivery and process improvement initiatives preferred.
Required Skills
Strong understanding of banking operations and servicing processes.
Operational risk and controls knowledge.
Analytical and problem-solving capabilities.
Process improvement and continuous improvement mindset.
Strong organizational and prioritization skills
Effective communication and stakeholder management skills
Leadership and mentoring capabilities.
Preferred Technical Skills
Experience with operational, workflow, and reporting platforms such as:
Alloscape
ACBS
ServiceNow
Salesforce
Nintex
Archer
Verafin
Microsoft Suite
PowerBI
The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.