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Commercial Client Services Professional

Company: LegacyTexas
Location: Dallas
Posted on: September 15, 2019

Job Description:

We're looking for dynamic, talented people who embody our promise to the customers we serve as well as to one another. With our thriving company culture and great benefits and perks, our employees love to call LegacyTexas home - so will you.The Client Services Professional is the day to day liaison and provides technical and operational support for Commercial, Commercial Real Estate, Corporate, Energy, and Entrepreneurial customers for approximately 20 different Treasury Management/DDA products offered through multiple delivery systems. Resolves daily client issues by working with the various departments in the Operations Center, including but not limited to Treasury Management Operations, Deposit Operations, Loan Operations, Retail Branches and Treasury.

The individual must be skilled in multi-tasking, managing time to completion, problem solving, and able to concentrate in a fast paced environment with numerous changes from one day to the next. Additional duties include face-to-face introductions to clients as part of the client team approach, day-to-day contact with clients as assigned ensuring satisfaction with problem resolution. Adhering to the "sundown policy' and communicating results through electronic means including telephone, email and other means. Facilitating account opening process with the appropriate Bank partner in a timely manner to move the client onboard process along and speed up the time to revenue. Keeping department electronic files up to date and in order and tracking all incoming and outgoing requests for information.

Additional duties include organization of client files, updating department electronic files, coordination and follow-up as well as other similar tasks.PRIMARY DUTIES & RESPONSIBILITIES:

Manages small to medium corporate relationships.


  • Interprets and resolves operational and technical issues regarding all Treasury Management and DDA products (approximately 20 different delivery systems).
  • Responds to all customers within 3 rings and updates the customer on the status of all issues on a same day basis.
  • Inputs and tracks all operating system problems via VPB's Nautilus VHD system.
  • Adheres to the "sundown policy" and communicates results through electronic means including telephone, email, and other means.
  • Streamlines/enhances the delivery system of assigned products.
  • Facilitates account opening process with the appropriate Bank partner in a timely manner to move the client onboard process along and speed up the time to revenue.
  • Serves as primary contact for customer and remains knowledgeable regarding each individual customer's account requirements.
  • Identifies and refers cross-sell opportunities.
  • Monitors accounts to ensure customer is receiving services as requested; (i.e. positive pay, lockbox, remote deposit capture, etc.).
  • Makes joint calls with Treasury Management Sales Officers to develop strong customer service relationships.
  • Assist with special projects, data mining activities, account analysis statement audit and distribution, and tracking and preparation of reports for department.

    SUPERVISORY RESPONSIBILITIES:

    This position has no supervisory responsibilities.

    PHYSICAL DEMANDS & WORK ENVIRONMENT:

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    • Ability to withstand moderate physical activity throughout the work day (standing, walking, reaching)
    • Ability to sit for extended periods of time
    • Ability to lift or move up to 25 pounds on occasion
    • Ability to maintain attention and concentration for extended periods of time
    • Ability to work overtime when required to meet deadlines
    • Work environment - This position resides at the corporate office. The noise level is usually low to moderate.

      MINIMUM QUALIFICATIONS (EDUCATION, EXPERIENCE, & SKILLS):

      • One year of experience in a bank operations/ commercial customer service function.
      • Excellent knowledge of product delivery systems and on-line computer systems.
      • Excellent knowledge of banking and cash management products.
      • Thorough knowledge of customer account management.
      • Thorough knowledge of Bank operations.
      • Good PC and software application skills; Microsoft Word, Excel, and PowerPoint.
      • Excellent interpersonal, verbal, and written communication skills.
      • Ability to handle multiple tasks simultaneously in a competent and professional way.
      • Verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions. The ability to learn and effectively use banking vocabulary is necessary.
      • Excellent writing skills are required in order to communicate in a professional manner with internal and external clients.
      • Math skills; including the ability to balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors.
      • Must be able to acclimate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.
      • Proficient user of Excel, Word and Power Point required.

        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.

        LegacyTexas is committed to diversity and inclusion and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

        Drug Free worker environment

Keywords: LegacyTexas, Dallas , Commercial Client Services Professional, Accounting, Auditing , Dallas, Texas

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