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Client Service Officer

Client Service Officer

Texas Capital BankRichardson, TX, US
13 days ago
Job type
  • Full-time
Job description

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.

Texas Capital provides a variety of benefits to colleagues, including 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, and paid time off (PTO).

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.

Responsibiliti es

  • The Client Service Officer serves a critical role in our Private Wealth Operations. Responsibilities include :
  • Provide banking clients with outstanding service including opening accounts, transferring funds, processing wires, stop payments, and answering questions with regards to deposit accounts.
  • Support Private Client Advisors and Investment Advisors including establishing and maintaining files to meet the firms' regulatory requirements, creating and producing reports, databases, and establishing and maintaining filing / record keeping necessary to support efforts to service and grow client relationships.
  • Assist with account set-up and onboarding of new clients.
  • Act as a liaison with various internal business partners to facilitate client on-boardings.
  • Assist clients with loan origination, renewals, closings, and the subsequent monitoring, which includes managing both credit and collateral exceptions.
  • Work with other internal departments regarding account inquiries
  • Coordinate legal account documentation to ensure compliance with various regulations.
  • Create and update spreadsheets, reports and presentations as needed. Assist with special projects as necessary.
  • General administrative duties, such as copying, filing, record keeping, data management, CRM management, mail distribution, ordering supplies, processing expense reports, client mailings.
  • Additional responsibilities include answering, screening and routing calls, maintaining daily calendars, scheduling appointments and meetings.
  • Provide exceptional client experience for miscellaneous account issues as needed.
  • Abide by Texas Capital Bank policies, procedures, and regulatory compliance guidelines.
  • Assist management with various operational duties and responsibilities.
  • Assist with special projects as necessary.
  • The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.

Qualifications

  • 3 years' experience in a Private Wealth environment.
  • Bachelor's degree preferred.
  • Series 7 and 65 licenses preferred or willingness to obtain it within 90 days required.
  • Excellent client service skills, both verbal and written required.
  • Must be comfortable interfacing with high-level management and clients and handling confidential information with discretion required.
  • Proven ability to build relationships with internal and external partners required.
  • Prior experience with FISERV Signature or other deposit systems preferred.
  • Prior experience with ACBS a plus.
  • Superior understanding of bank documents as they relate to DDA's, affidavits, and fraud reporting.
  • Strong change management skills and ability to work at a consistently changing pace
  • Strong organizational skills to include effective time management in all key responsibilities of the job.
  • Strong analytical, problem solving, and decision-making skills.
  • Ability to handle multiple tasks and interruptions, in a fast-paced environment to ensure that deadlines are met.
  • Ability to readily identify needs and requirements and establish plans and processes to ensure successful results.
  • Proficient knowledge of Microsoft Office including Word, PowerPoint and Excel
  • Familiarity with SalesForce CRM tools a plus

    • The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

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