Texas Capital · 1 day ago
Client Support Specialist
Richardson, TX
Full-time
Onsite
Entry Level
2+ years expTexas Capital is a bank dedicated to helping businesses and their leaders, offering a range of financial products and services. The Client Support Specialist role involves assisting clients with their banking needs, providing exceptional service, and maintaining a thorough knowledge of products and services.
BankingFinanceFinancial Services
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
Qualification
Required
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
Preferred
Financial services call center experience strongly preferred
Bilingual Spanish language, both verbal and written, preferred
Benefits
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
Paid time off (PTO)
Company
Texas Capital
Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation.
1001-5000 employees
H1B Sponsorship
Texas Capital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (9)
2023 (11)
2022 (20)
Funding
Current Stage
Public CompanyTotal Funding
unknown2003-08-13IPO
Leadership Team
David Oman
Chief Risk Officer (CRO)
Vivek Misra
Managing Director & Enterprise Chief Compliance Officer
Recent News
2026-01-22
Company data provided by crunchbase