Client Support Specialist

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

• Provide high touch customer care for all Texas Capital Bask/Bask Bank Consumer Clients.
• Manage and prioritize a high volume of case work through various channels of communication both externally and internally. Phone, Email, direct messaging, etc.
• Provide escalation support for Tier 1 Shared Resources team.
• Ensure customers experience exceptional service by providing clear, concise written and verbal communication for internal and external customers.
• Act as subject matter expert for Consumer products, services and systems as well as partnering with non-consumer lines of business with ties to consumer products and services.
• Communicate directly with clients regarding all consumer products and services and maintain a flexible learning approach to ongoing changes relating to those products and services.
• Partner with client onboarding specialists including assistance with customer onboarding and documentation requests.
• Abide by Texas Capital Bank policies, procedures, and regulatory compliance guidelines.
• Advanced organizational skills, prioritizing business needs and meeting service level agreement deadlines.
• Utilize unique specialized skills as needed per direction of management.
• Provide exceptional client experience.

Qualifications

• Minimum 3+ years of banking experience, with a demonstrated knowledge of consumer products, systems and services recommended.
• General working knowledge of all applicable banking laws and regulations
• Customer service oriented, with a strong orientation for sensitivity and professionalism when handling customer calls, questions, and concerns.
• Strong oral presentation and training delivery skills in-person and over the phone required 
• Excellent problem-solving, analytical and critical thinking skills
• Demonstrated ability to influence and establish positive working relationships across the organization required
• Results oriented in a high-performance team environment
• Self-starter and ability to multi-task in a fast-paced environment
• Outstanding organization and effective time management skills
• Proficiency in the use of Microsoft Office products (MS Word, MS PowerPoint, MS Excel)
• Must be able to work a flexible schedule that will include a rotation of 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 Opp