The Commercial Client Service Professional (CSP) is the day-to-day liaison between our commercial banking clients and LegacyTexas Bank providing technical and operational support for our Treasury Services solutions suite and bank accounts. The CSP resolves client issues working across various departments and teams including but not limited to Treasury Services Operations, Deposit Operations, Loan Operations, Retail branches, Treasury, and Credit. The individual must able to balance multiple tasks and priorities in a fast paced, rapidly changing environment. Expectations include adherence to the "sundown" rule for responding to clients, facilitating account opening, tracking incoming and outgoing requests, and maintaining department electronic files. Additional duties include in-person meetings with clients and prospects, projects as assigned, participation in the sales process, and other tasks as assigned.
PRIMARY DUTIES & RESPONSIBILITIES :
Interprets and resolves operational and technical issues regarding client bank accounts and Treasury Services
Responds to all clients within three phone rings and updates the client on the status of all issues on a same day basis
Inputs and tracks all operational/technical issues in the LegacyTexas Client Service Team tracking system on a timely basis
Adheres to the "sundown policy"
Identifies and articulates opportunities to streamline and enhance the delivery of bank accounts and Treasury Services
Facilitates bank account opening to ensure timely onboarding of Treasury Services and revenue generation for the bank
Serves as a primary contact for the client
Maintains current knowledge of clients' businesses and the Treasury Services we provide
Identifies and refers cross-sell opportunities
Monitors accounts and services to ensure client satisfaction
Makes in-person calls (frequently with Treasury Services Sales Officers) to develop strong client relationships
Assist with special projects, data mining, analysis of client account, service, and activity
This position has no supervisory responsibilities.
One year of experience in bank operations/commercial client service
Bachelor's degree in Business or related degree or equivalent work experience
Demonstrated willingness to learn, implement feedback, and take action
Ability to develop working relationships with clients/prospects and colleagues
Ability to work independently
Strong math skills including ability to balance accounts; add, subtract, multiply, and divide in all units of measure using whole numbers, common fractions, and decimals; locate common mathematical errors
Excellent verbal and written communication skills
Strong time management, organizational, and planning skills
Strong attention to detail
Ability to use various PC and internet-based systems including but not limited to Word, PowerPoint, and Excel
Strong cultural sensitivity and awareness
Understanding of cash management principles and practices
Demonstrated resourcefulness and ability to research issues and conflicts for best resolutions
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time
Our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or protected veteran status. We are an Equal Opportunity, Affirmative Action employer. Minorities, women, veterans and individuals with disabilities are encouraged to apply.