Internet Client Services Specialist

Beal Service Corporation; Plano (TX); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical/Dental/Vision coverage

401K match

11 paid holidays

Vacation/Sick days

Job summary

Beal Bank USA seeks an Internet Client Services Specialist for its Plano, TX headquarters. You will deliver frontline service to consumer and business customers in an online environment, ensuring adherence to policies, procedures, and regulatory requirements.

This on-site role supports retail leadership in day-to-day operations, handling customer transactions, inquiries and research with a friendly, accurate, and compliant approach.

Qualifications

• Ideal candidates have 2–4 years of bank or customer service experience.
• Knowledge of retail banking operations and regulatory compliance is preferred.
• Experience with exceptions, research, and escheatment is a plus.
• Strong ability to follow policies, maintain confidentiality, and work under pressure.
• Proficient in 10-key, MS Office, and banking software applications.
• Professional appearance, reliability and punctuality are required.

Responsibilities

• Answer incoming calls and address customer needs, escalating issues when needed.
• Process banking transactions accurately per bank policies and regulations.
• Engage customers to enhance satisfaction and maintain professional relationships.
• Conduct teller-type transactions including deposits and withdrawals.
• Open/process mail, logs, and audits; monitor daily files and exceptions.
• Perform item processing, research and escalation as required by branches.

Skills

Phone support

Customer service

Communication

Multitasking

Microsoft Office

10-key

Banking software

Internet navigation

Education

High school diploma

Some college/technical training

Tools

Banking software

Microsoft Office

10-key

Job description

Come join Beal Bank USA’s growing and thriving online retail operations team! Internet Client Services Specialists are responsible for providing exceptional frontline service and support to Beal Bank’s current and prospective consumer and 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. Internet Client Services Specialists 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 (Include but are not limited to):

• 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 theopening, servicing and closing of all account products offered by the bank (CDs, Money Market, Statement Savings and Retirement accounts)
• 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 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
• Participate in Community Engagement (CRA) activities to ensure that all required monthly goals are met

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
• 11 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 Bank USA and its affiliates are Equal Opportunity Employers. Beal Bank USA and its affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.

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 USA, Beal Service Corporation, CLMG Corp. and CSG Investments, Inc. may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy , CPRA Policy | CLMG Corp , CPRA | CSG Investments CPRA Policy | for details.