Client Services Specialist

Ultipro; Dallas (TX); On-site; USD 42,000 - 54,000; Full time

Job summary

Dallas Capital Bank in Dallas, a division of MidFirst Bank, seeks a Client Services Specialist to deliver exceptional service to personal and business clients. You will be the main point of contact for deposits, account maintenance, and online banking issues, while supporting treasury products and onboarding new relationships.

The role emphasizes accurate handling of transactions, strong communication, and the ability to build solid client relationships in a fast-paced environment.

Qualifications

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

Responsibilities

• Assist client requests for service and resolution of bank issues in a professional, accurate and timely response.
• Assist clients with routine account-related requests including funds transfers, stops, inquiries, ATM/debit usage and deposits.
• Open and close a variety of accounts (commercial and personal) and manage associated documents and disclosures.
• Oversee onboarding process for new client relationships to ensure smooth transitions.
• Primary client contact for all deposit account maintenance and exception items.
• Primary client support (Tier 1) for all Treasury Management products and services across channels.
• Act as Subject Matter Expert for online banking platforms and account types for both personal and business relationships.

Skills

Customer service

Communication skills

Multitasking

MS Office

Education

High school diploma or equivalent

Two years experience in banking customer service

Tools

FIS core systems

Job description

At Dallas Capital Bank, a division of MidFirst Bank, we are proud to bring a world-class 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.

We're looking for a Client Services 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 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, 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, third-party 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, including but not limited, to return deposited items, ACH exceptions, and NSF items.
• 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 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.

QUALIFICATIONS / SKILLS:

• Have knowledge of purpose and functions of Deposit Operations and Wire Transfer and how it relates to the workflow of the rest of the bank.
• Basic knowledge of banking terminology and 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.
• 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 the ability to effectively explain complex information to customers on the telephone, face-to-face, and via email.
• 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.
• Fluency with Microsoft Office (Word, Excel, & PowerPoint).

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 a plus.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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