Client Relations Specialist II (74375) jobs in United States
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Texas Security Bank · 3 months ago

Client Relations Specialist II (74375)

Texas Security Bank is an independent bank focused on supporting independent business owners. The Client Relations Specialist II is primarily responsible for customer-facing transaction processing and branch cash balancing, ensuring compliance with internal policies and procedures while delivering exemplary customer service.

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Growth Opportunities

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
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 policies and procedures relative to responsibilities
Assist with reporting as needed
Additional responsibilities as assigned

Qualification

Cash handling experienceCustomer service experienceBanking compliance knowledgeTime management skillsOrganizational skillsProblem-solving skillsVerbal communication skillsWritten communication skillsInterpersonal communication skillsAttention to detail

Required

High School diploma, general education degree (GED), or equivalent required
Six months previous cash handling and customer service experience required preferably in banking
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

Benefits

Best Workplace by the Dallas Business Journal
Dallas Morning News
Best Workplace Institute

Company

Texas Security Bank

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Texas Security Bank provides financing, real estate loans, and SBA loan services.

Funding

Current Stage
Growth Stage
Total Funding
$2.29M
2017-04-13Series Unknown· $2.29M

Leadership Team

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Craig Scheef
Founder, Chairman & CEO
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Ben Parkey
Chief Banking Officer
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Company data provided by crunchbase