NHS Human Services, Inc.

At Dallas Capital Bank, we are proud to bring a world-class banking experience that combines new technology with unceasing service to the Dallas metroplex, and the people who make it strong. We take pride in understanding our clients and the time to recognize their needs. Combining years of proficiency with a heart for service, our team is ready to partner with our clients and provide the support and guidance they deserve.

We are centrally located in Dallas at Spring Valley and Dallas North Tollway.

We're looking for a client service specialist

who wants

stability, growth opportunity, and an excellent compensation and benefits packageand has an outgoing personality that brings enthusiasm and professionalism with a high level of ownership and accountability. In this role you will work

with

a team of dedicated bankers providing quality customer service to all bank clients (personal and business).

The ideal candidate will be responsible for professionally interacting with relationship managers, comfortably communicating with clients, and flawlessly handling critical details of opening new accounts, assisting with loan related issues, treasury related products and services, online banking and deposit account related issues. In this role, it will be crucial for you to anticipate the needs of the client and the relationship management team to focus on building solid and long lasting relationships.

ESSENTIAL RESPONSIBILITIES:

• Assist client requests for service and resolution of bank issues in a professional, accurate and timely response optimizing the client's experience while satisfying the bank's compliance requirements.
• Assist clients with routine account-related requests including but not limited to: funds transfers, automatic funds transfers (AFTs), stop payments, inquiries about bank deposit products and service charges, inquiries about ATM and debit card usage and limits, inquiries about checking and savings accounts transactions, inquiries about funds availability, check verification requests by third parties, and handle electronic disputes.
• Open and close a variety of accounts (both commercial and personal), such as checking, savings, certificates of deposit, individual retirement accounts, money market accounts along with the necessary account agreements, resolutions and disclosures for new and revised accounts. Order checking account supplies for clients; such as printed or computer checks, endorsement stamps, checkbook covers, and deposit tickets.
• Order checking account supplies for clients; such as printed or computer checks, endorsement stamps, checkbook covers, and deposit tickets.
• Coordinate all documentation and identification needed to open new accounts with clients and account officers.
• Manage the signing process for bank documents like signature cards, resolutions, etc.
• Monitor exceptions report for any items needed to complete new account package.
• Coordinate with TM Implementation group to attach TM products and services to the new accounts as appropriate.
• Oversee onboarding process for new client relationships to ensure smooth transitions.
• Primary client contact for all loan and deposit account related maintenance and exception items such as return deposited items, ACH exceptions, NSF items, and loan payments.
• Process audit confirmations and credit inquiries for both depository and loan accounts.
• Assist with loan research.
• Primary client support (Tier 1) for all Treasury Management products and services. This will include fielding client requests, via phone, email and in person.
• Act as Subject Matter Expert for all online banking platforms, account types for both personal and business relationships, assists clients with troubleshooting, password resets, training on systems, etc.
• Work daily NSF items for Relationship Managers.
• Manage loan advance/draw process for loan clients; accept request, obtain appr vals, handle funding transaction.
• Monitor accounts set up with Treasury Management products that incur fraudulent activity by manually paying the items clearing their account for a set period of time while the account is being set up by either opening a new account or setting up one of the fraud preventative Treasury Management services.
• Complete and pass required training courses by due date.

QUALIFICATIONS / SKILLS:

Excels in customer service, and demonstrates a desire to exceed customer expectations.

Effective listening skills, communication skills, and basic business writing skills with the ability to convey technical information in a way that is easy for others to understand.

Have a high level of ability to apply standard business etiquette, deal calmly with rude or angry people, to establish smooth working relationships, resolve interpersonal conflicts, and correct misunderstandings or errors.

Have the ability to effectively explain complex information to customers on the telephone and face-to-face.

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