Client Relations Specialist (78733)

TEXAS SECURITY BANK•Dallas, TX

78d•Onsite

About The Position

Under direct supervision, Client Relations Specialist II is primarily responsible for all customer-facing transaction processing. This includes teller transactions such as cashing checks, receiving deposits, making withdrawals, receiving loan payments, and preparing change orders for customers. They are also responsible for branch cash balancing, reviewing electronic deposits, and assisting with operational tasks. Client Relations Specialist II is required to have a full understanding of all policies and procedures relative to their responsibilities. They must work closely with the Client Relations Manager to ensure all internal rules and regulations are followed, have a strong ability to multitask, and possess a strong attention to detail to ensure the accuracy of all transaction processing. This role is a split role, with the primary responsibility being client support (phone, emails, chat) and the secondary responsibility being teller operations. The position also involves assisting with internal process development and procedures.

Requirements

High School diploma, general education degree (GED), or equivalent required.
One year of previous cash handling and customer service experience required preferably in banking (one year experience preferred for Client Relations Specialist II)
Strong verbal, written and interpersonal communication skills.
High level of time management, organizational and problem-solving skills with the ability to multi-task, strong attention to detail, and accountability.
Knowledge of state and federal banking compliance regulations and operational policies.

Responsibilities

Opening and closing of designated branch locations.
Provide client services such as cashing checks, receiving deposits, making withdrawals, receiving loan payments, preparing change orders for commercial clients, wires, ordering checks, debit cards, etc.
Balance cash drawer and branch vault daily.
Processing of mobile and merchant electronic deposits daily.
Process various Night-Drop and Mail transactions as needed.
Assisting with client emails, phones, and chats in a designated time frame.
Full understanding of all policies and procedures relative to responsibilities.
Assist with reporting as needed.
Additional responsibilities as assigned.
Consistently applies superior decision-making techniques pertaining to inquiries, approvals, and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using instances as learning tools for employee development.
Full understanding of all bank policies and procedures relative to the position.
Provide support and coverage for Client Relations I.
Assist with reporting as needed.
Assisting with internal process development and procedures