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Client Relations Specialist

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Texas Security Bank
Full Time position
Listed on 2026-09-21
Job specializations:
  • Customer Service/HelpDesk
    Bank Customer Service
  • Finance & Banking
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 35000 - 52000 USD Yearly USD 35000.00 52000.00 YEAR
Job Description & How to Apply Below
# Client Relations Specialist (78733)
Turtle Creek - Dallas, TX 75207## Overview Position Type Full Time Category Customer  Service## Description
*
* Position Summary:

** Under direct supervision, Client Relations Specialist II is primarily responsible for all customer-facing transaction processing. This includes teller transactions such as cashing checks, receiving deposits, making withdrawals, receiving loan payments, and preparing change orders for customers. They are also responsible for branch cash balancing, reviewing electronic deposits, and assisting with operational tasks. Client Relations Specialist II is required to have a full understanding of all policies and procedures relative to their responsibilities.

They must work closely with the Client Relations Manager to ensure all internal rules and regulations are followed, have a strong ability to multitask, and possess a strong attention to detail to ensure the accuracy of all transaction processing.
** Responsibilities:
*** Opening and closing of designated branch locations.
* Provide client services such as cashing checks, receiving deposits, making withdrawals, receiving loan payments, preparing change orders for commercial clients, wires, ordering checks, debit cards, etc.
* Balance cash drawer and branch vault daily.
* Processing of mobile and merchant electronic deposits daily.
* Process various Night-Drop and Mail transactions as needed.
* Assisting with client emails, phones, and chats in a designated time frame.
* Full understanding of all policies and procedures relative to responsibilities.
* Assist with reporting as needed.
* Additional responsibilities as assigned.
* Consistently applies superior decision-making techniques pertaining to inquiries, approvals, and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using instances as learning tools for employee development.
* Full understanding of all bank policies and procedures relative to the position.
* Provide support and coverage for Client Relations I.
* Split role - Primary role responsibility of client support (phone, emails, chat) with secondary role responsibility of teller operations.
* Assist with reporting as needed.
* Assisting with internal process development and procedures
*
* Required Qualifications:

*** High School diploma, general education degree (GED), or equivalent required.
* One year of previous cash handling and customer service experience required preferably in banking (one year experience preferred for Client Relations Specialist II)
* Strong verbal, written and interpersonal communication skills.
* High level of time management, organizational and problem-solving skills with the ability to multi-task, strong attention to detail, and accountability.
* Knowledge of state and federal banking compliance regulations and operational policies.
** Why join Texas Security Bank**:  We are more than just a Bank.  Are you ready to join a team of Champions?  Texas Security Bank is proud and honored to be an award-winning organization where our employees serve as brand ambassadors to our customers, our community and each other. The TSB core values;
* integrity, growth, team players, independent thinking, exemplary customer service, winning, innovation, collaboration, discipline to process and diligence
* are the principles established that determine how we conduct ourselves and our business decisions.

Texas Security Bank is a place where you will be challenged to excel and given room to grow as a valued part of one of North Texas’ fastest-growing community banks. We are honored to be a Best Workplace by the
* Dallas Business Journal*, the
* Dallas Morning News*, and the
* Best Workplace Institute*. The awards are a…
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