Client Services Specialist

Beal Bank USA

Internet Client Services Specialist providing exceptional service and support to customers of Beal Bank USA. Ensuring compliance with bank policies and regulatory requirements in an online environment.

Posted 5/13/2026full-timePlano • Texas • 🇺🇸 United StatesEntry LevelWebsite

About the role

Key responsibilities & impact

Answer incoming phone calls, addressing customer needs, questions and concerns while escalating any problems, challenges or disputes to appropriate internal resources for resolution as appropriate
Process a variety of customer transactions accurately and efficiently in accordance with bank policies and regulations, including the opening, servicing and closing of all account products offered by the bank (CDs, Money Market, Statement Savings and Retirement accounts)
Enhance the customer satisfaction and the reputation of Beal Bank by warmly greeting, engaging and developing good professional relationships with customers
Conduct select teller transactions such as processing deposits and withdrawals, issuing Monetary Instruments, placing stop payments, etc.
Open and process incoming mail, completing logs, reports, audits and control checks
Monitor and process daily exception files for ACH and inclearing file
Perform decisioning for rejected items
Perform account research where necessary and assist branches, retail management and back-office units when necessary as it relates to item processing or retrieval of items
Process manual cash letter or force-post items that cannot be sent electronically
Review large inclearing items and submit items requiring management review for payment
Perform all requirements for annual escheatment for Beal Bank USA and affiliates
Image customer documents and quality control checks of documents
Practice security protocols and procedures in order to protect customer confidentiality and privacy
Participate in Community Engagement (CRA) activities to ensure that all required monthly goals are met
All other duties assigned by Manager

Requirements

What you’ll need

2 - 4 years relevant bank experience or customer service experience preferred
The ideal individual should possess a good working knowledge of retail banking operations and regulatory compliance as well as policies and procedures with regard to customer service, new accounts and other functions
Experience in retail banking operations and customer service, including exceptions, customer/transaction research, general ledger postings and escheatment are ideal
Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines
The individual must be able to organize a project, follow up, track and report its resolution
Developed critical thinking and decision-making skills
The individual must exhibit strong listening, verbal and written communications skills
This position requires the ability to work well under pressure while maintaining high standards of customer service, compliance and data accuracy
Proven ability to prioritize and manage multiple responsibilities in a fast-paced environment, including ability to operate under daily scheduled deadlines
High school diploma required; some college or technical training desired
Proficient in 10 key, Microsoft Office and Internet navigation
Knowledge of or the ability to quickly learn banking software applications
Professional appearance, a positive demeanor, good attendance and punctuality.

Benefits

Comp & perks

Medical, dental and vision coverage
401K with company match
11 paid holidays
Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis
Applicant may be eligible for annual discretionary bonus

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

retail banking operationsregulatory compliancecustomer serviceaccount researchgeneral ledger postingsescheatmentdecision-makingdata accuracy10 keybanking software applications

Soft Skills

critical thinkingstrong listening skillsverbal communicationwritten communicationorganizationability to work under pressureprioritizationtime managementprofessional appearancepositive demeanor

Certifications

high school diplomasome college or technical training