Banking Operations Team Lead - Lewisville

The Banking Ops Specialist Lead facilitates the day-to-day operations of consumer and commercial banking. This job leads administrative and transactional processes including answering referral calls, verifying daily proofs and processing payments. This job also provides assistance and training to lower level employees, faces non-routine problems and customer questions on a daily basis and delegates work, as needed, to lower level employees.

Key Responsibilities and Duties

• Manages primarily referral calls and provides information to prospective customers.


• Works with advisors in wealth management as well as infinity and loan officers to process multi-channel inbound and outbound leads.


• Ensures daily proofs and reconciliations are compliant with corporate accounting and control policies.

• Vocational and/or Technical Education Preferred

• 3+ Years Required; 5+ Years Preferred

• Physical Requirements: Sedentary Work

Leadership & Staff Development:

• Assist and Offer leadership to the Team in accordance with the organization’s policies and guidelines, including career planning and departmental goal setting. Responsibilities may include assisting management with interviewing, hiring, and training employees, planning, assigning, and directing work; appraising performance; addressing complaints and resolving problems as needed.
• Act on behalf of supervisor/management in their absence
• Deal with client complex issues and concerns to provide an overall pleasant experience
• Monitor new associates and provide ongoing coaching to team associates
• Conduct department SCRUMS, Focus groups to assist with streamlining processes

Preferred Qualifications:

• Supervisory leadership experience preferred
• 3 or more years of analytical and research and or client facing resolution experience
• 5 years of experience working in a financial services or banking environment
• Excellent communication skills including verbal, written and interpersonal. Ability to communicate with staff at all levels.
• Demonstrated leader with ability to motivate staff and produce a high performing team
• Bachelor degree preferred
• 1 year of people leadership experience or a track of progressively responsible positions within banking operations including leading projects or initiatives preferred
• Proficient at the Call Quality Monitoring, system input and evaluations preferred

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 

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Company Overview

As a part of TIAA’s Financial Solutions business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country. 

COVID-19 Vaccination

TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. 

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: 

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Privacy Notices

For residents of California, please click here to access the TIAA CA Applicant Privacy Notice.

For residents of the EU / UK, please click here to access the EU / UK Pre-employment Notice.

For all other residents, click here to access the Applicant Privacy Notice.