Client Support Specialist

Texas Capital Bank • Richardson, TX

13h

About The Position

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . Responsibilities Act as a product and service expert with the ability to identify client needs and offer bank products that will meet the client’s needs Answer large volume of customer calls, email and secure message inquiries concerning products, services, notices, statements, etc. related to program offerings including new account application, savings account products, reward/loyalty programs, and online banking Greet and assist customers in a friendly, professional manner Ensure customers experience exceptional service and that information provided is thorough and accurate Continually maintain working knowledge of all relevant software, products, and services required to effectively answer customer inquiries Consistently close each call by typing a closing summary that will detail the outcome of the call, the nature of call, whether the call required escalation, or if the call was processed entirely by the Agent Other duties as assigned The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.

Requirements

• High School diploma, general education degree (GED), or equivalent required
• 2+ year’s customer service experience in a professional environment required
• Excellent verbal and written communication skills with demonstrated ability to communicate ideas and information in a clear, concise, and organized manner
• Customer service oriented, with a strong orientation for sensitivity and professionalism when handling customer calls, questions, and concerns
• Excellent problem solving and organization skills
• Ability to work independently and multi-task in a fast-paced and constantly changing environment
• Strong PC skills, including proficiency with Microsoft Office (Word, Excel and PowerPoint) and the ability to learn and utilize custom banking systems and applications in a rapidly changing business and technology environment
• Must be able to work a flexible schedule that will require extended evening and Saturday hours
• The duties listed above are the essential functions, or fundamental duties within the job classification.
• The essential functions of individual positions within the classification may differ.
• Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.
• Texas Capital is an Equal Opportunity Employer.

Nice To Haves

• Financial services call center experience strongly preferred
• Bilingual Spanish language, both verbal and written, preferred

Responsibilities

• Act as a product and service expert with the ability to identify client needs and offer bank products that will meet the client’s needs
• Answer large volume of customer calls, email and secure message inquiries concerning products, services, notices, statements, etc. related to program offerings including new account application, savings account products, reward/loyalty programs, and online banking
• Greet and assist customers in a friendly, professional manner
• Ensure customers experience exceptional service and that information provided is thorough and accurate
• Continually maintain working knowledge of all relevant software, products, and services required to effectively answer customer inquiries
• Consistently close each call by typing a closing summary that will detail the outcome of the call, the nature of call, whether the call required escalation, or if the call was processed entirely by the Agent
• Other duties as assigned
• The duties listed above are the essential functions, or fundamental duties within the job classification.
• The essential functions of individual positions within the classification may differ.
• Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.

Benefits

• Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED