Client Services Specialist: Banking & Treasury Support

MidFirst Business Credit, Inc.; Dallas (TX); Hybrid; USD 40.000 - 60.000; Vollzeit

Zusammenfassung

Dallas Capital Bank, a division of MidFirst Bank, seeks a Client Services Specialist in Dallas to deliver personable, high-quality service to personal and business clients. You will work closely with relationship managers and manage the full lifecycle of new accounts with accuracy and professionalism.

The role emphasizes handling deposits, treasury products, online banking, and resolving issues promptly while building long‑lasting client relationships.

Qualifikationen

• High school diploma or equivalent required; some banking courses preferred.
• Minimum of two years' experience in new accounts and customer service.
• Knowledge of deposit operations and wire transfers relevant to workflow.
• Excellent customer service, communication, and attention to detail.
• Proficient in Microsoft Office; familiarity with online banking platforms.

Aufgaben

• Assist clients with service requests and resolve bank issues professionally.
• Handle routine account-related tasks: funds transfers, stop payments, deposits.
• Open and close various accounts with applicable disclosures.
• Oversee onboarding of new client relationships.
• Serve as Tier 1 support for Treasury Management products and services.
• Act as subject matter expert for online banking platforms.

Kenntnisse

Customer service

Communication

Detail oriented

MS Office

Deposits & wires

Multi-tasking

Ausbildung

High school diploma or equivalent

Banking coursework or related study

Tools

FIS core systems

Jobbeschreibung

Dallas Capital Bank, a division of MidFirst Bank, seeks a Client Services Specialist in Dallas to deliver personable, high-quality service to personal and business clients. You will work closely with relationship managers and manage the full lifecycle of new accounts with accuracy and professionalism.

The role emphasizes handling deposits, treasury products, online banking, and resolving issues promptly while building long‑lasting client relationships.