Corporate Services Specialist

Beal Bank USA; Plano (TX); On-site; USD 40,000 - 62,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401K with company match

10 paid holidays

Vacation/sick days per year

Job summary

Beal Bank USA in Plano, TX is seeking a Specialist to deliver exceptional frontline service to business customers in an on-site environment. You will handle transactions, assist with account maintenance, and ensure compliance with bank policies while supporting leadership in day-to-day operations.

The role requires 2-4 years of relevant bank or customer service experience, solid knowledge of retail banking operations, and strong communication skills.

Qualifications

• 2-4 years relevant bank experience or customer service experience preferred.
• The ideal individual should possess a good working knowledge of retail banking operations and regulatory compliance as well as policies and procedures with regard to customer service, new accounts and other functions.
• Experience in retail banking operations and customer service, including exceptions, customer/transaction research, general ledger postings and escheatment are ideal.
• Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines.
• The individual must be able to organize a project, follow up, track and report its resolution.
• Developed critical thinking and decision-making skills.
• The individual must exhibit strong listening, verbal and written communications skills.
• This position requires the ability to work well under pressure while maintaining high standards of customer service, compliance and data accuracy.
• Proven ability to prioritize and manage multiple responsibilities in a fast-paced environment, including ability to operate under daily scheduled deadlines.
• High school diploma required; some college or technical training desired.
• Proficient in 10 key, Microsoft Office and Internet navigation.
• Knowledge of or the ability to quickly learn banking software applications.

Responsibilities

• Answer incoming phone calls, addressing customer needs, questions and concerns while escalating any problems to appropriate internal resources for resolution.
• Process a variety of customer transactions accurately and efficiently in accordance with bank policies and regulations, including the opening, servicing and closing of all account products offered by the bank.
• Enhance the customer satisfaction and the reputation of Beal Bank by warmly greeting, engaging and developing good professional relationships with customers.
• Conduct select teller transactions such as processing deposits and withdrawals, issuing Monetary Instruments, placing stop payments, etc.
• Open and process incoming mail, completing logs, reports, audits and control checks.
• Monitor and process daily exception files for ACH and inclearing file.
• Perform decisioning for rejected items.
• Perform account research where necessary and assist branches, retail management and back-office units when necessary as it relates to item processing or retrieval of items.
• Process manual cash letter or force-post items that cannot be sent electronically.
• Review large inclearing items and submit items requiring management review for payment.
• Perform all requirements for annual escheatment for Beal Bank, Beal Bank USA and affiliates.
• Image customer documents and quality control checks of documents.
• Practice security protocols and procedures in order to protect customer confidentiality and privacy.
• All other duties assigned by Manager.

Skills

Customer service

Retail banking operations

Regulatory compliance

Communication skills

Attention to detail

Education

High school diploma

Tools

10-key

Microsoft Office

Internet navigation

Job description

Summary: Come join Beal Bank’s growing and thriving online retail operations team! This Specialist is responsible for providing exceptional frontline service and support to Beal Bank’s current and prospective business customers within an online environment. In this essential role, you will ensure all bank policies, procedures and regulatory compliance are adhered to on a daily basis through effective communications, strong production knowledge and a friendly, responsive approach. The Specialist will also support retail banking leadership in the management of day-to-day matters and with various operational functions. In this role, you will utilize sound, independent judgment under minimum supervision.

Summary: Come join Beal Bank’s growing and thriving online retail operations team! This Specialist is responsible for providing exceptional frontline service and support to Beal Bank’s current and prospective business customers within an online environment. In this essential role, you will ensure all bank policies, procedures and regulatory compliance are adhered to on a daily basis through effective communications, strong production knowledge and a friendly, responsive approach. The Specialist will also support retail banking leadership in the management of day-to-day matters and with various operational functions. In this role, you will utilize sound, independent judgment under minimum supervision. This is an on-site (non-remote) position based at our Plano, TX headquarters location.

Essential Job Duties & Responsibilities

• Answer incoming phone calls, addressing customer needs, questions and concerns while escalating any problems, challenges or disputes to appropriate internal resources for resolution as appropriate


• Process a variety of customer transactions accurately and efficiently in accordance with bank policies and regulations, including the opening, servicing and closing of all account products offered by the bank


• Enhance the customer satisfaction and the reputation of Beal Bank by warmly greeting, engaging and developing good professional relationships with customers


• Conduct select teller transactions such as processing deposits and withdrawals, issuing Monetary Instruments, placing stop payments, etc.


• Open and process incoming mail, completing logs, reports, audits and control checks


• Monitor and process daily exception files for ACH and inclearing file


• Perform decisioning for rejected items


• Perform account research where necessary and assist branches, retail management and back-office units when necessary as it relates to item processing or retrieval of items


• Process manual cash letter or force-post items that cannot be sent electronically


• Review large inclearing items and submit items requiring management review for payment


• Perform all requirements for annual escheatment for Beal Bank, Beal Bank USA and affiliates


• Image customer documents and quality control checks of documents


• Practice security protocols and procedures in order to protect customer confidentiality and privacy


• All other duties assigned by Manager.

Qualifications (Education, Experience, Computer Skills, Certifications, Etc.)

• 2 - 4 years relevant bank experience or customer service experience preferred


• The ideal individual should possess a good working knowledge of retail banking operations and regulatory compliance as well as policies and procedures with regard to customer service, new accounts and other functions


• Experience in retail banking operations and customer service, including exceptions, customer/transaction research, general ledger postings and escheatment are ideal


• Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines


• The individual must be able to organize a project, follow up, track and report its resolution


• Developed critical thinking and decision-making skills


• The individual must exhibit strong listening, verbal and written communications skills


• This position requires the ability to work well under pressure while maintaining high standards of customer service, compliance and data accuracy


• Proven ability to prioritize and manage multiple responsibilities in a fast-paced environment, including ability to operate under daily scheduled deadlines


• High school diploma required; some college or technical training desired


• Proficient in 10 key, Microsoft Office and Internet navigation


• Knowledge of or the ability to quickly learn banking software applications


• Professional appearance, a positive demeanor, good attendance and punctuality

Benefits options include:

• Medical, dental and vision coverage


• 401K with company match


• 10 paid holidays


• Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis


• Applicant may be eligible for annual discretionary bonus

No relocation assistance provided.

If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.

Beal is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to their protected veteran or disabled status and will not be discriminated against.

All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPA

Notice to California Residents: Beal Bank, Beal Bank USA, Beal Service Corporation, Beal Nevada Service Corporation, CLMG Corp., or CSG Investments, Inc. may collect personal information about you as part of the job application or employment process. Please see our California Consumer Privacy Act Policy at www.bealbank.com/CCPA-Policy for details.