Operations Program Associate

About the role

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.

Key Responsibilities

Training Program- Design & Delivery

• Enhance training programs across operations, prioritizing service functions in the deposit, treasury, credit, & wealth spaces.
• 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

Additional information

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.