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Texas Capital Bank Private Wealth AdvisorsBank and trust · Dallas, TX

Operations Program Associate

  • North Dallas
Pay not posted by the firm. We never estimate it.

Posted October 27, 2026Verified live today on Texas Capital Bank Private Wealth Advisors’ careers site

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About the role

Role
Operations associate or manager
Seniority
Associate
Type
Full time

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).

Texas Capital is headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano, San Antonio, Chicago, Los Angeles and New York. For more information about joining our team, please visit us at www.texascapital.com.

Key Responsibilities

  • Team Development & Training Delivery Provide guidance and mentorship to employees across operations. Assist leadership with training, onboarding, and quality management activities. Support workforce coordination and operational coverage planning. Promote operational discipline, accountability, and continuous improvement culture. Operational Oversight & Execution Manage and oversee complex operational processes and servicing activities. Review escalated transactions, exceptions, and operational issues. Ensure operational activities meet established SLAs, quality standards, and regulatory requirements. Monitor aging items, unresolved exceptions, and operational bottlenecks. Support critical processing activities during high-volume or high-risk periods. Process Improvement & Transformation Lead or support process improvement initiatives with focus on: Cycle time reduction
  • Operational efficiency
  • Capacity optimization
  • Reduction of manual activities
  • Client experience enhancement
  • Participate in process mapping and future-state design workshops. Assist with implementation of: Workflow automation AI-assisted operational capabilities Straight-through processing (STP) Operational modernization initiatives
  • Support business readiness and change management activities. 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 operational risk, controls, 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. Texas Capital is the premier full-service financial services firm founded and headquartered in Texas, delivering customized solutions to institutions, businesses, entrepreneurs and individual customers across the United States. Founded in 1998, Texas Capital is headquartered in Dallas with offices in Austin, Fort Worth, Houston, San Antonio, Chicago, Los Angeles and New York City. With the capital, liquidity and products to support our clients through any market condition, Texas Capital has established consumer banking, commercial banking, corporate and investment banking, treasury solutions and wealth management capabilities. At Texas Capital, we believe that ambition deserves a trusted partner. Together, we can transform bold ideas into enduring results. Learn more about Texas Capital’s values, culture, benefits and more by visiting texascapitalbank.com/who-we-are/careers. Texas Capital offers competitive compensation based on experience, skill set and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation. The firm also has a robust benefits package, 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, paid time off (PTO), opportunities to purchase company stock and access to employee banking products, including a financial health check. Additional details about compensation and Texas Capital’s benefits package will be provided during the hiring process. Texas Capital is an Equal Opportunity Employer, including Disability/Veterans.

Posted on Texas Capital Bank Private Wealth Advisors’ careers site and shown here in full, as the firm wrote it. Open the original posting

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