Client Services Specialist

Dallas Capital Bank; Dallas (TX); On-site; USD 42,000 - 58,000; Full time

Job summary

Dallas Capital Bank in Dallas, TX is seeking a Client Services Specialist to deliver high-quality service to personal and business clients. You will work with relationship managers to open new accounts, resolve issues, and support online banking and treasury products.

The ideal candidate has at least two years in banking customer service, strong communication, attention to detail, and the ability to multitask in a fast-paced environment while maintaining compliance and professionalism.

Qualifications

• Minimum two years' experience in new accounts and customer service in a financial institution.
• High school diploma or equivalent; some banking courses preferred.
• Knowledge of Deposit Operations and Wire Transfer processes.

Responsibilities

• Assist clients with service requests and resolve bank issues professionally and timely.
• Handle routine account requests including funds transfers, stop payments, and deposits.
• Open and close various accounts with necessary disclosures for new and revised accounts.
• Oversee onboarding of new client relationships.
• Serve as Tier 1 support for Treasury Management products and online banking.
• Provide expert guidance on online banking platforms and account types.

Skills

Customer service

Communication

Attention to detail

Multitasking

Microsoft Office

Education

High school diploma or equivalent

Banking courses preferred

Tools

FIS core systems

Online banking platforms

Job description

At Dallas Capital 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.

WORKING CONDITIONS / ENVIRONMENT:

HOURS:

Monday - Friday, 8a – 5p

Some variation in work hours

Onsite; Non‑Remote

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, ten‑key 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 10 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.