Online Banking Support Specialist – Plano, TX

Beal Bank; Plano (TX); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Medical coverage

401K with company match

11 paid holidays

Vacation/sick days

Job summary

Beal Bank USA is seeking an Internet Client Services Specialist to provide exceptional frontline service to customers in an on-site Plano environment. You will process transactions, handle account products, and ensure compliance with bank policies and regulations while maintaining strong customer relationships.

Ideal candidates have 2–4 years in banking or customer service, familiarity with retail banking operations, and solid communication skills.

Qualifications

• 2 - 4 years relevant bank experience or customer service experience preferred.
• Good working knowledge of retail banking operations and regulatory compliance.
• Experience in retail banking operations including exceptions, research, postings and escheatment.

Responsibilities

• Answer incoming calls and assist customers, escalating issues as needed.
• Process customer transactions accurately per bank policies (accounts, CDs, money market, savings, retirement).
• Greet customers warmly and build professional relationships to enhance satisfaction and bank reputation.
• Conduct teller tasks: deposits, withdrawals, monetary instruments, stop payments.
• Open/process incoming mail and maintain logs, audits, and controls.
• Perform item processing, escheatment, and research with branches/back-office.

Skills

Banking operations

Customer service

Regulatory compliance

Account knowledge

Microsoft Office

10-key proficiency

Education

High school diploma

Some college

Tools

Banking software

Job description

Beal Bank USA is seeking an Internet Client Services Specialist to provide exceptional frontline service to customers in an on-site Plano environment. You will process transactions, handle account products, and ensure compliance with bank policies and regulations while maintaining strong customer relationships.

Ideal candidates have 2–4 years in banking or customer service, familiarity with retail banking operations, and solid communication skills.