TX Client Experience & Banking Center Representative - Onsite

Security National; Dallas, Northern (TX, KY); Hybrid; USD 36,000 - 48,000; Full time

Job summary

Security National Bank is seeking a TX Client Experience & Banking Center Representative to onsite in Dallas. The role supports day-to-day transaction processing, account servicing, and client support for consumer and commercial clients within the Texas client experience model.

You will handle deposits, withdrawals, and account servicing while ensuring accuracy, compliance, and timely service. This role grows with the Texas model.

Qualifications

• High school diploma or equivalent required.
• Minimum 3 years of banking center or client service experience.
• At least 1 year of account servicing, transaction processing, or operational support experience.
• Ability to obtain Notary Public (if necessary).
• Strong communication and interpersonal skills.
• Demonstrates ethics and integrity.

Responsibilities

• Develops and maintains knowledge of banking products and services to support the Texas client service model.
• Executes daily banking center transactions with accuracy and efficiency.
• Opens, maintains, and services deposit accounts per regulatory and bank requirements.
• Handles in-branch client interactions and ensures complete service needs in real time.
• Maintains cash drawer and balances transactions per procedures.
• Follows branch opening/closing procedures and performs daily audits and reporting.
• Supports client relationship activities across Texas portfolios.
• Ensures service requests are resolved end-to-end without fragmentation.

Skills

Banking knowledge

Customer service

Communication

Problem solving

Multitasking

Education

High school diploma

Tools

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

TX Client Experience & Banking Center Representative - Onsite

Regular Full-Time TX - Union, Dallas, TX, US

6 days ago Requisition ID: 1605

Established in 1964 in Omaha, Nebraska, our family-owned financial institution's vision is to be the best in class in meeting the evolving financial needs of our customers. Our extensive history and family-owned legacy give us a deep and genuine understanding of how to serve and treat our customers. We offer a holistic financial approach with solutions for personal, business and wealth in three markets: Iowa, Nebraska and Texas.

As a community bank, we value long-term partnerships built on trust and integrity. As an employer, we take pride in building meaningful relationships and celebrating the unique differences that define each team member; it's what makes us a stronger unit. It's one of the many reasons why creating a strong culture of empowerment, support, and opportunity is an ongoing focus.

JOB SUMMARY

This position is responsible for supporting the day-to-day execution of high-quality transaction processing, account servicing, and support for both consumer and commercial clients. This role serves as a core member of the banking center team, ensuring that all branch responsibilities are completed accurately, efficiently, and in alignment with bank policy. This role is designed to grow in scope over time as the Texas client service model continues to evolve.

ESSENTIAL FUNCTIONS

Branch Service & Transaction Execution (50%)

• Develops and maintains working knowledge of banking products, services, and client needs to support the evolving Texas client service model.
• Executes daily banking center transactions including deposits, withdrawals, payments, and check cashing with accuracy and efficiency.
• Opens, maintains, and services deposit accounts in accordance with regulatory and bank requirements.
• Handles in-branch client interactions and ensures complete service needs in real time aligned with banking center expectations.
• Maintains cash drawer and balance transactions in accordance with established procedures.
• Follows all banking center opening and closing procedures.
• Performs daily operational activities including cash handling, audits, and required reporting.
• Ensures adherence to dual control, audit standards, and branch security protocols.
• Maintains awareness of fraud indicators and follows escalation procedures when needed.
• Supports banker-led client relationship activities across Texas portfolios; including but not limited to facilitating client requests and relationship support activities.

Account Servicing & Operational Support (30%)

• Completes routine and complex account maintenance requests for consumer and commercial clients.
• Executes service requests including transfers, wires, check orders, account updates, and other servicing activities.
• Collects and validates documentation required for account maintenance and client servicing.
• Partners with commercial bankers, treasury, lending, operations, and other internal teams to support client needs.
• Assists with preparation and follow-up related to commercial client activities and servicing requests.
• Ensures clients receive responsive, accurate, and seamless service while maintaining compliance with policy and procedure.
• Supports the Texas Client Experience and Market Operations Lead
• Ensures client and internal requests are carried full-circle from intake to resolution without fragmentation
• Delivers a consistent, timely, and accountable client service experience regardless of entry point into the organization
• Coordinates the movement of requests through appropriate processing paths (routing, approvals, documentation, and operational queues) to prevent client disruption, delays, or rework
• Demonstrates openness to expanded responsibilities as the Union Branch service model evolves.
• Participates in process improvements to enhance efficiency and client experience.
• Provides feedback on operational workflows and service gaps.
• Supports adoption of new tools, processes, and service approaches.

Performs other duties as required and assigned.

KNOWLEDGE, SKILLS AND ABILITIES

• Comprehensive knowledge and understanding of banking products and services.
• Knowledge of banking compliance with federal and state regulations.
• Proficient skills utilizing banking systems, including transaction processing, new accounts/loans and related programs.
• Ability to identify customer needs and recommend appropriate products or services.
• Skills in using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Skills in deescalating customer situations.
• Strong written, verbal, and interpersonal communication skills
• Strong service mindset and ability to resolve issues with appropriate urgency and professionalism
• Strong organizational and prioritization skills; ability to manage multiple concurrent requests while maintaining accuracy and transparency
• Critical thinking and problem‑solving skills
• Proficiency with Microsoft Office (Outlook, Teams, Excel, Word) and comfort using shared inboxes and trackers
• Ability to obtain Notary Public in applicable state if necessary.
• Ability to maintain the highest level of ethics and integrity, ensuring the confidentiality and security of sensitive information.
• Ability to complete the required training by assigned due date.
• Ability to maintain regular and reliable attendance.

EDUCATION*

• Minimum of a High school diploma or equivalent required.

EXPERIENCE*

• Minimum of 3 years of banking center or client service experience, including at least 1 year of account servicing, transaction processing, or operational support experience, required.

*Equivalent education and experience will be considered

PHYSICAL REQUIREMENTS

While performing the duties of this job, the employee is regularly required to stand; use hands to handle or feel; reach with hands and arms; and talk or hear. The employee frequently is required to walk. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and depth perception.

WORKING CONDITIONS

This job is operated in a professional office environment with normal office working conditions. This role routinely involves using standard office equipment such as computers, phones, photocopiers, filing cabinets, etc.

AFFIRMATIVE ACTION
Security National Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.