Apply on Employer Site

Beal Bank USA · 1 day ago

Client Services Associate (for Monet Bank)

Plano, TX

Full-time

Onsite

Mid Level

3+ years exp

Beal Bank USA is pioneering the future of banking with Monet Bank, focusing on faster and cheaper money movement. The Client Services Associate serves as the first point of contact for customers, assisting with traditional banking and digital services, ensuring a remarkable customer experience and resolving inquiries efficiently.

BankingCommercialFinanceFinancial ServicesReal Estate InvestmentRetirement

Responsibilities

Provide prompt, clear, and courteous assistance to customer inquiries via phone, email, or chat related to retail products such as CDs, money market accounts, high yield savings, digital banking, and online account opening in a courteous and professional manner

Assist customers with digital access issues including login errors, password resets, multi-factor authentication, and other digital banking administrative requests

Guide customers though online account opening, including funding and onboarding

Ensure remarkable customer experience in our digital and remote service channels

Resolve customer complaints and issues promptly and communicate all customer service- related issues/problems to management

Coordinate closely with Digital Banking, Compliance, and Operations Services for escalations and case resolution

Investigate and resolve issues related to account opening/closing, transactions, digital access and services through close cross-functional engagement with internal Operations and IT teams

Accurately log customer interactions in CRM platform and follow through on any open cases

Adhere to regulatory and operational standards, maintaining accuracy and compliance in all activities

Stay informed on new banking features, service updates, and future product innovations

Participate in testing and feedback for evolving tools and systems, contributing to continuous improvement

Assist in educating customers on how to safely and effectively engage with new technology and digital capabilities

Qualification

Banking experienceCustomer support experienceRetail operations knowledgeRegulatory compliance knowledgeBanking software applicationsExcel proficiencyMicrosoft Word proficiencyAnalytical problem solvingCommunication skillsCritical thinking

Required

The individual must possess good working knowledge of retail operations and regulatory compliance, as well as policies and procedures with regard to client service, new accounts and teller functions

Key objectives include client experience, process and quality control

This position requires the ability to work well under pressure while maintaining high standards of accuracy and meeting departmental goals of client service and compliance with laws

3+ years relevant customer support experience required

Proficient in Excel, Microsoft Word, and Internet navigation

Knowledge of, or ability to quickly learn, banking software applications

Analytical problem solver who can work well under pressure and time constraints while maintaining high standards of accuracy

Outstanding listening and communication skills, both written and verbal

Developed critical thinking and decision-making skills

Preferred

3+ years relevant banking experience preferred

Benefits

Medical, dental and vision coverage

401K with company match

10 paid holidays

Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis

Applicant may be eligible for annual discretionary bonus

Company

Beal Bank USA

Founded in 1988, the Beal Bank family of companies is headquartered in Plano, TX (near Dallas) and comprises one of the largest private financial institutions in the U.S.

Founded in 1988

Plano, Texas, USA

201-500 employees