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Client Support Specialist

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Posted

28 days

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About the role

 

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. 

 

Responsibilities

  • Act as a product and service expert with the ability to identify client needs and offer bank products that will meet the client’s needs

  • Answer large volume of customer calls, email and secure message inquiries concerning products, services, notices, statements, etc. related to program offerings including new account application, savings account products, reward/loyalty programs, and online banking

  • Greet and assist customers in a friendly, professional manner

  • Ensure customers experience exceptional service and that information provided is thorough and accurate

  • Continually maintain working knowledge of all relevant software, products, and services required to effectively answer customer inquiries

  • Consistently close each call by typing a closing summary that will detail the outcome of the call, the nature of call, whether the call required escalation, or if the call was processed entirely by the Agent

  • Other duties as assigned

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

  • High School diploma, general education degree (GED), or equivalent required

  • 2+ year’s customer service experience in a professional environment required

    • Financial services call center experience strongly preferred

  • Bilingual Spanish language, both verbal and written, preferred

  • Excellent verbal and written communication skills with demonstrated ability to communicate ideas and information in a clear, concise, and organized manner

  • Customer service oriented, with a strong orientation for sensitivity and professionalism when handling customer calls, questions, and concerns

  • Excellent problem solving and organization skills

  • Ability to work independently and multi-task in a fast-paced and constantly changing environment

  • Strong PC skills, including proficiency with Microsoft Office (Word, Excel and PowerPoint) and the ability to learn and utilize custom banking systems and applications in a rapidly changing business and technology environment

  • Must be able to work a flexible schedule that will require extended evening and Saturday hours

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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Aplyr's read

Texas Capital Bank thrives on relationship banking, offering tailored financial services. It's a hub for professionals seeking growth in a dynamic banking environment.

Synthesized from recent postings & public sources

What's promising

  • Strong focus on relationship banking enhances client satisfaction and retention.
  • Recent roles indicate a commitment to innovation and technology integration.
  • Expanding presence in Dallas/Fort Worth highlights regional growth opportunities.

What to watch

  • Highly competitive banking industry may pressure profit margins.
  • Limited public information about diversity and inclusion initiatives.
  • Economic downturns could impact lending and investment services.

Why Texas Capital Bank

  • Specialized roles in AI and risk analytics suggest a tech-forward approach.
  • Emphasis on homebuilder and community finance reflects niche market focus.
  • Offers a blend of traditional banking and innovative financial solutions.

Aplyr’s read is generated by AI from public sources. Was it useful?

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About Texas Capital Bank

Texas Capital Bank is a commercial bank that provides a range of financial services to individuals, businesses, and institutions. The bank focuses on relationship banking and offers services such as lending, treasury management, and investment services.

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