Online Banking 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

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.