Description

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 are 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.

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.
• Split role - Primary role responsibility of client support (phone, emails, chat) with secondary role responsibility of teller operations.
• Assist with reporting as needed.
• Assisting with internal process development and procedures

• High School diploma, general education degree (GED), or equivalent required.
• Six months 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.

Why join Texas Security Bank:
We are more than just a Bank. Are you ready to join a team of Champions? Texas Security Bank is proud and honored to be an award-winning organization where our employees serve as brand ambassadors to our customers, our community and each other. The TSB core values; integrity, growth, team players, independent thinking, exemplary customer service, winning, innovation, collaboration, discipline to process and diligence are the principles established that determine how we conduct ourselves and our business decisions.

Texas Security Bank is a place where you will be challenged to excel and given room to grow as a valued part of one of North Texas’ fastest-growing community banks. We are honored to be a Best Workplace by the Dallas Business Journal, the Dallas Morning News, and the Best Workplace Institute. The awards are a reflection of our positive workplace culture and a distinction we are proud to have earned. We work hard every day to ensure our employees know they are valued and appreciated.

We invest more resources in business education for owner managed businesses than other banks. Our focus on continuing education is truly unique and needed. We Elevate the Champions of Free Enterprise in an era where little differentiation among banks exists. Our focus on education isn’t just for our customers- it’s for our employees as well.

About Us:
Texas Security Bank is an independent bank focused on the success of independent business owners. Most banks are institutional. We’re entrepreneurial. We were founded in 2008 and have grown to over $1 Billion in total assets. We do more than offer services to customers; we solve problems. We are unique in the banking industry with a mission to ‘Elevate the Champions of Free Enterprise’ and are committed to reinforcing the mission by educating business owners, elevating our customers and the community, and leading through innovation and exemplary customer service. As an organization that celebrates its wins, we are honored to be named the Dallas Morning News People’s Choice Award for Best Bank in DFW, Dallas Business Journal’s Best Place to Work and have a Net Promoter Score of 87.8 when the banking benchmark average is 30.