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Commercial Client Service Professional at Legacy Texas

Posted in General Business 30+ days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Dallas, Texas





Job Description:

POSITION SUMMARY :


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

SUPERVISORY RESPONSIBILITIES:

This position has no supervisory responsibilities.

MINIMUM QUALIFICATIONS (EDUCATION, EXPERIENCE, & SKILLS) :


  • 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.

Drug free work environment





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