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Banking Jobs in Dallas, TX

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Last updated: 12 hours ago
Banking Operations Specialist

Banking Operations Specialist

C&L GroupDallas, TX, US
Full-time
Job Title : Banking Operations Specialist.Months (with possible extension).Wealth Management Specialty Operations.This group provides critical operational support for Brokerage and Private Bank acco...Show moreLast updated: 30+ days ago
  • Promoted
PWM Banking Analyst

PWM Banking Analyst

Dallas StaffingDallas, TX, US
Full-time
Private Wealth Management Analyst.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities w...Show moreLast updated: 7 days ago
Middle Market Banking Leader

Middle Market Banking Leader

TruistDallas, TX, United States
Full-time +2
The position is described below.If you want to apply, click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application, you'll be invited to crea...Show moreLast updated: 1 day ago
  • Promoted
Business Banking Client Manager

Business Banking Client Manager

UMBDallas, TX, US
Full-time
Business Banking Client Manager.As one of UMB's leading lines of business, the Business Banking Team is responsible for helping grow the Business Banking loan portfolio with companies generating re...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Middle Market Banking Leader

Middle Market Banking Leader

USA JobsDallas, TX, US
Full-time
Responsible for the overall performance for Middle Market Banking in region, including the achievement of expected levels of client service quality, balance sheet quality, profitability and growth,...Show moreLast updated: 12 hours ago
  • Promoted
Mobile Banking Personal Banker

Mobile Banking Personal Banker

PNC Financial Services GroupDallas, TX, United States
Full-time +1
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 4 days ago
  • Promoted
Business Banking Relationship Manager

Business Banking Relationship Manager

WaFd BankDallas, TX, US
Full-time
Business Banking Relationship Manager.A Business Banking Relationship Manager 1 is responsible for developing a calling plan to maintain and grow existing relationships and is responsible for devel...Show moreLast updated: 30+ days ago
  • Promoted
Commercial Banking Portfolio Manager

Commercial Banking Portfolio Manager

Wells FargoIrving, TX, United States
Full-time
Commercial Banking Portfolio Manager.Wells Fargo is seeking a Commercial Banking Portfolio Manager.This position will have Program Credit oversight of third-party programs including large OEM (Manu...Show moreLast updated: 30+ days ago
Banking Operations Specialist

Banking Operations Specialist

Veterans SourcingDallas, TX, US
Full-time
Support the creation, onboarding, and maintenance of accounts in accordance with policies and procedures.Provide quality service and effective operational support to internal business partners and ...Show moreLast updated: 30+ days ago
  • Promoted
Director, Private Banking

Director, Private Banking

BuseyDallas, TX, US
Full-time
The Director, Private Banking develops, manages and leads Private Banking teams, in addition to building a client base through prospecting, community involvement and proactive business development ...Show moreLast updated: 30+ days ago
Banking Call Center Rep

Banking Call Center Rep

NDBTDallas, TX, United States
Full-time
A Call Center Representative is the first line of contact for our customers.This position is responsible for providing a unique and beneficial customer experience which enhances the customer relati...Show moreLast updated: 14 days ago
Banking Compliance Manager

Banking Compliance Manager

CroweDallas TX US
Full-time
Joining our Financial Services Consulting practice is an opportunity to help make the world more honest, transparent, safe, and secure. From day one of being on our team, you will assist our clients...Show moreLast updated: 30+ days ago
Investment Banking Associate

Investment Banking Associate

Selby JenningsDallas, TX, United States
Full-time
We are working with an Investment Banking team in the Dallas, TX area looking to add an Investment Banking Associate to their growing M&A team. You will have the opportunity to support end-to-end de...Show moreLast updated: 2 days ago
  • Promoted
Assistant Banking Center Manager

Assistant Banking Center Manager

Texas Capital BankDallas, TX, US
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 expe...Show moreLast updated: 15 days ago
  • Promoted
Mobile Banking Personal Banker

Mobile Banking Personal Banker

PNCDallas, TX, US
Full-time +1
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 30+ days ago
Payments Banking Consultant

Payments Banking Consultant

AccentureIrving, TX, United States
Full-time
Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, acce...Show moreLast updated: 30+ days ago
  • Promoted
Retail Banking Consultant

Retail Banking Consultant

Texas StaffingIrving, TX, US
Full-time
Accenture Management Consultant.Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core,...Show moreLast updated: 3 days ago
International Banking Specialist

International Banking Specialist

Regions BankDallas, TX, United States
Full-time
Thank you for your interest in a career at Regions.At Regions, we believe associates deserve more than just a job.We believe in offering performance-driven individuals a place where they can build ...Show moreLast updated: 30+ days ago
  • Promoted
Investment Banking - Mid-Cap Investment Banking - Associate

Investment Banking - Mid-Cap Investment Banking - Associate

ChaseDallas, TX, US
Full-time
Show moreLast updated: 30+ days ago
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Banking Operations Specialist

Banking Operations Specialist

C&L GroupDallas, TX, US
30+ days ago
Job type
  • Full-time
Job description

JOB DESCRIPTION

Job Title : Banking Operations Specialist

Pay Rate : $23.44 / hr (W2)

Duration : 6 Months (with possible extension)

Location : Dallas, TX (Hybrid – 3 days onsite, 2 days WFH )

Start Date : ASAP

Position Summary

We are seeking an Operations Analyst to join the Wealth Management Specialty Operations team. This group provides critical operational support for Brokerage and Private Bank accounts, focusing on the processing, reconciliation, and balancing of note / mortgage, vendor, and client oil & gas payments within the Specialty Asset Management line of business.

The role involves moderately complex account activities including onboarding, maintenance, and operational support, while ensuring accuracy and compliance with established guidelines. The ideal candidate is detail-oriented, a strong problem solver, and capable of working both independently and collaboratively.

Key Responsibilities

  • Support the creation, onboarding, and maintenance of accounts in accordance with policies and procedures.
  • Provide quality service and effective operational support to internal business partners and external clients.
  • Process, reconcile, and balance payments related to mortgages, vendors, and oil & gas clients.
  • Assist in training and mentoring less experienced team members.
  • Handle moderately complex issues and escalate when appropriate.
  • Develop subject matter expertise and support process improvements.

Required Skills

  • Strong problem-solving and decision-making skills.
  • Cooperative and professional work attitude with the ability to thrive in a team environment.
  • Strong organizational and follow-up skills.
  • Quick learner, able to build subject matter expertise quickly.
  • Desired Skills

  • Previous experience in Oil & Gas operations or relevant financial operations background.
  • Familiarity with wealth management or specialty asset operations.