Client Operations Representative

US-TX-Richardson Operations Center
ID
2017-3189
2350 Lakeside Blvd
Category
Operations

Overview

At Texas Capital Bank, we are driven by a single-minded and unwavering mission: to serve business and the individuals who run them. We use a consultative approach and innovative technologies to develop new ideas that give the bank and our clients a competitive advantage. We partner with our customers to push the boundaries of what’s possible—together.

 

Headquartered in Dallas, Texas Capital Bank has offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, and we serve clients in a variety of industries from coast-to-coast.

 

We are on the Forbes Best Banks in America list, and were named a top place to work by The Dallas Morning News, Houston Chronicle and San Antonio Express-News. For further information, please visit us at www.texascapitalbank.com.

Responsibilities

  • Represent Client Operations in a positive, effective and professional manner
  • Respond quickly to customer demands, perform multiple tasks simultaneously
  • Accurately and effectively process requests for client and account maintenance, address changes, debit card issuances and maintenance
  • Process miscellaneous requests such as stop payments, refund requests, statement requests
  • Assist with documentation of departmental processes
  • Provide prompt and courteous service
  • Assist with documentation of departmental processes
  • Identify client needs, answer questions, and resolve issues
  • Assist with all aspects of card services as needed
  • Assist with other department duties as needed
  • Assist with internal reviews to ensure departmental compliance with policies and procedures
  • General administrative duties such as copy, filing and mail distribution
  • Complete special projects as required

Qualifications

  • Minimum of 2 years banking experience and customer service experience preferred
  • General knowledge of banking rules and regulations and banking policies and procedures preferred
  • Internal candidates must have an advanced knowledge of Signature UI navigation, Nautilus reports, and transaction codes
  • Excellent organizational, decision making and problem solving skills
  • Excellent communication skills, both verbal and written
  • Positive attitude and demonstrated customer service skills
  • Proficient PC/Internet skills (Microsoft Office including Word and Excel) and keyboarding skills of 40 to 50 wpm
  • Detail-orientated and ability to multi-task
  • Must be able to sit for extended periods of time
  • Must be team-oriented

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