Client Services Specialist - Dallas Capital Bank

We're searching for a client services specialist to work with a team of dedicated bankers providing quality customer service to all bank clients (personal & business).

The ideal candidate will be responsible for professionally interacting with relationship managers, comfortably communicating with clients, and flawlessly handling critical details of opening new accounts, assisting with loan related issues, treasury related products and services, online banking and deposit account related issues. In this role, it will be crucial for you to anticipate the needs of the client and the relationship management team to focus on building solid and long lasting relationships.

ESSENTIAL RESPONSIBILITIES:

• Assist client requests for service and resolution of bank issues in a professional, accurate and timely response optimizing the client's experience while satisfying the bank's compliance requirements.
• Assist clients with routine account-related requests including but not limited to: funds transfers, automatic funds transfers (AFTs), stop payments, inquiries about bank deposit products and service charges, inquiries about ATM and debit card usage and limits, inquiries about checking and savings accounts transactions, inquiries about funds availability, check verification requests by third parties, and handle electronic disputes.
• Open and close a variety of accounts (both commercial and personal), such as checking, savings, certificates of deposit, individual retirement accounts, money market accounts along with the necessary account agreements, resolutions and disclosures for new and revised accounts. Order checking account supplies for clients; such as printed or computer checks, endorsement stamps, checkbook covers, and deposit tickets.
• Order checking account supplies for clients; such as printed or computer checks, endorsement stamps, checkbook covers, and deposit tickets.
• Coordinate all documentation and identification needed to open new accounts with clients and account officers.
• Manage the signing process for bank documents like signature cards, resolutions, etc.
• Monitor exceptions report for any items needed to complete new account package.
• Coordinate with TM Implementation group to attach TM products and services to the new accounts as appropriate.
• Oversee onboarding process for new client relationships to ensure smooth transitions.
• Primary client contact for all loan and deposit account related maintenance and exception items such as return deposited items, ACH exceptions, NSF items, and loan payments.
• Process audit confirmations and credit inquiries for both depository and loan accounts.
• Assist with loan research.
• Primary client support (Tier 1) for all Treasury Management products and services. This will include fielding client requests, via phone, email and in person.
• Act as Subject Matter Expert for all online banking platforms, account types for both personal and business relationships, assists clients with troubleshooting, password resets, training on systems, etc.
• Work daily NSF items for Relationship Managers.
• Manage loan advance/draw process for loan clients; accept request, obtain approvals, handle funding transaction.
• Monitor accounts set up with Treasury Management products that incur fraudulent activity by manually paying the items clearing their account for a set period of time while the account is being set up by either opening a new account or setting up one of the fraud preventative Treasury Management services.
• Complete and pass required training courses by due date

QUALIFICATIONS / SKILLS:

• Excels in customer service, and demonstrates a desire to exceed customer expectations.
• Effective listening skills, communication skills, and basic business writing skills with the ability to convey technical information in a way that is easy for others to understand.
• Have a high level of ability to apply standard business etiquette, deal calmly with rude or angry people, to establish smooth working relationships, resolve interpersonal conflicts, and correct misunderstandings or errors.
• Have the ability to effectively explain complex information to customers on the telephone and face-to-face.
• Ability to identify potential for cross-sell opportunities.
• Well-organized, exceptionally detail-oriented, strong time management & planning skills with proven ability to multi-task & meet deadlines in a fast-paced environment with great follow-up skills.
• Superior analytical & quantitative skills.
• Handle confidential information with discretion.
• Fluency with Microsoft Office (Word, Excel, & Powerpoint).
• Have an understanding of the banking and Federal Reserve System.
• Have knowledge of purpose and functions of Deposit Operations and Wire Transfer and how it relates to the work flow of the rest of the bank.
• Basic knowledge of banking terminology, workings of a checking system, loan systems, types of loans, & loan advance work flow.
• Have the ability to perform a high volume of somewhat repetitious work involving large sums of wires and settlement, with complete accuracy.

COMPETENCIES

• Client Focus.
• Decision Making.
• Technical Capacity.
• Stress Management /Composure.
• Communication Proficiency.

SUPERVISORY RESPONSIBILITY

• None

EDUCATION / EXPERIENCE:

• High school diploma or equivalent required; some bank or college courses preferred.
• Minimum of two years' experience in new accounts and customer service in a financial institution required; FIS core systems &/or bank operations a plus.

WORKING CONDITIONS / ENVIRONMENT:

HOURS: Monday - Friday, 8a - 5p

Some variation in work hours

TRAVEL: None

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Generally comfortable professional office environment, largely sedentary, with some moving about the building. High volume of repetitious tasks with some interruption. High deadline pressure. Routinely uses standard office equipment such as calculator/adding machine; computer/keyboard/ten-key, phones, photocopiers, filing cabinets and fax/scan machines.

While performing the duties of this job, the employee is frequently required to sit and occasionally required to stand or walk. The employee may occasionally lift or move up to 10 pounds. There is frequent repetitive use of keyboard for approximately 6 hours per day.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee occupying this position. Duties, responsibilities and activities may change at any time with or without notice.

An Equal Opportunity and Affirmative Action Employer