Senior Client Services Specialist

At Dallas Capital Bank we are proud to bring a worldclass banking experience that combines new technology with unceasing service to the Dallas metroplex and the people who make it strong. We take pride in understanding our clients and the time to recognize their needs. Combining years of proficiency with a heart for service our team is ready to partner with our clients and provide the support and guidance they deserve.

We are centrally located in Dallas at Spring Valley and Dallas North Tollway.

Were looking for a senior client service specialist who wants stability growth opportunity and an excellent compensation and benefits package and has an outgoing personality that brings enthusiasm and professionalism with a high level of ownership and accountability. In this role you will work with a team of dedicated bankers providing exceptional customer service to all bank clients (personal business and internal).

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 treasury related products and services online banking and deposit account related issues. You will take the lead assisting the banks largest client relationships training client services staff and assisting the Client Services Manager with department projects creating and maintaining procedures additional reporting and management. 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 longlasting relationships.

ESSENTIAL RESPONSIBILITIES:

• Assist client requests for service and resolution of bank issues in a professional accurate and timely response optimizing the clients experience while satisfying the banks compliance requirements.
• Assist clients with routine accountrelated 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 thirdparty and internal check verification requests requests for temporary ACH Wire mobile deposit capture and remote deposit capture limits and timely handling of 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.
• Oversee onboarding process for new client relationships to ensure smooth transitions.
• Primary client contact for all deposit account related maintenance and exception items such as return deposited items ACH exceptions NSF items etc.
• Primary client support (Tier 1) for all Treasury Management products and services. This will include fielding client requests via phone email in person and online banking secure message portals.
• Act as department 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.
• Train Client Services Specialists on systems client issues and procedures.
• Performs other duties as assigned by the Client Services Manager such as developing and maintaining departmental procedures systems and functions.

QUALIFICATIONS / SKILLS:

• High school diploma or equivalent; some bank or college courses preferred.
• 5 years of banking client service or Operations experience.
• 3 years of progressive experience dealing with complex personal and commercial account opening and account servicing.
• Knowledge of FIS core systems a plus.
• Have knowledge of basic banking terminology.
• Have a working knowledge of banking the Federal Reserve System and the Nacha Operating Rules.
• 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.
• Have knowledge of the workings of a checking system.
• Have the ability to perform a high volume of somewhat repetitious work involving large sums of wires and settlement with complete accuracy.
• Ability to learn new procedures and adapt to changes in a working environment.
• Ability to effectively explain complex information to customers on the telephone facetoface and via email.

WORKING CONDITIONS / ENVIRONMENT:

HOURS: Monday Friday 8:15a 5:15p

Some variation in work hours

Onsite; NonRemote

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.

The job operates in a generally comfortable and professional office environment with largely sedentary work and some moving about the building. This role performs a high volume of repetitious tasks with some interruption and high deadline pressure. Routinely uses standard office equipment such as telephones computers mouse photocopiers filing cabinets scanner keyboard tenkey and fax machine.

While performing the duties of this job the employee is regularly required to talk hear and sit. The employee may occasionally lift or move up to 15 pounds. This role requires viewing a computer screen and frequent repetitive use of keyboard for approximately 6 hours per day.

Please note this job post 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.

If offered employment you will be required to and hereby authorize to submit fingerprints which will be run through a national database for investigative purposes.

Required Experience:

Senior IC