Contract Management Specialist, Associate or Experienced
Boeing
Client Service Officer
Texas Capital
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- A trusted member of the client team and deeply connected to deliver the growth and success of an assigned portfolio
- Lead end-to-end onboarding and maintenance activities for new and existing clients
- Act with a sense of urgency and exceed expectations often by over-communicating
- Provide exceptional client service and flawless execution on client requests
- Take ownership of client escalations (e.g., technology and service issues) and collaborate with operational and internal teams to ensure effective resolution
- Engage professionally in person, via email, and on the phone to assist with every client need or issue
- Maintain diligent awareness of risk to recognize fraudulent transactions
- Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction
- Identify and document new business opportunities for referral to banker or product specialist
- Independently review all entity documents, open and link accounts as needed
- Seek process improvements and generate innovative ideas to streamline processes/transactions
- Demonstrate the ability to work in an agile environment
Requirements
- Strong verbal and written communication skills
- Knowledge of banking, treasury products and services
- Excellent client facing service experience and problem resolution skills
- Exhibit a positive, can-do attitude with inquisitive curiosity
- Change ready, understands the evolving nature of the industry and the need to keep pace
- Strong background and interest in the fields of operations and compliance
- Interpersonal and team building skills
- Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing
- High level of integrity and commitment to maintaining confidentiality with respect to the firm and the client
- Detail oriented and ability to multi-task with strong organizational and time management skills
- Capability to problem solve and analyze data with demonstration of attention to detail
- Ability to evaluate client portfolios and identify solutions and/or sales recommendations
- Proficiency and aptitude in utilizing systems, MS Office/Windows, Salesforce, web based and other desktop applications
- BA/BS Degree in Accounting, Business or Finance preferred
- Relevant 5-7 years of experience (at minimum) in the financial services industry preferred
