About this opportunity
Beal Bank USA lists this Corporate Services Specialist opportunity in plano, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Beal Bank Online Retail Operations SpecialistCome join Beal Bank's growing and thriving online retail operations team! This Specialist is responsible for providing exceptional frontline service and support to Beal Bank's current and prospective business customers within an online environment. In this essential role, you will ensure all bank policies, procedures and regulatory compliance are adhered to on a daily basis through effective communications, strong production knowledge and a friendly, responsive approach. The Specialist will also support retail banking leadership in the management of day-to-day matters and with various operational functions. In this role, you will utilize sound, independent judgment under minimum supervision.This is an on-site (non-remote) position based at our Plano, TX headquarters location.Essential Job Duties & Responsibilities (Include but are not limited to):Answer incoming phone calls, addressing customer needs, questions and concerns while escalating any problems, challenges or disputes to appropriate internal resources for resolution as appropriateProcess 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 bankEnhance the customer satisfaction and the reputation of Beal Bank by warmly greeting, engaging and developing good professional relationships with customersConduct 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 checksMonitor and process daily exception files for ACH and inclearing filePerform decisioning for rejected itemsPerform account research where necessary and assist branches, retail management and back-office units when necessary as it relates to item processing or retrieval of itemsProcess manual cash letter or force-post items that cannot be sent electronicallyReview large inclearing items and submit items requiring management review for paymentPerform all requirements for annual escheatment for Beal Bank, Beal Bank USA and affiliatesImage customer documents and quality control checks of documentsPractice security protocols and procedures in order to protect customer confidentiality and privacyAll other duties assigned by Manager.Qualifications (Education, Experience, Computer Skills, Certifications, Etc.):2 - 4 years relevant bank experience or customer service experience preferredThe 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 functionsExperience in retail banking operations and customer service, including exceptions, customer/transaction research, general ledger postings and escheatment are idealAbility to maintain confidentiality, follow directions and apply proper policies, procedures and guidelinesThe individual must be able to organize a project, follow up, track and report its resolutionDeveloped critical thinking and decision-making skillsThe individual must exhibit strong listening, verbal and written communications skillsThis position requires the ability to work well under pressure while maintaining high standards of customer service, compliance and data accuracyProven ability to prioritize and manage multiple responsibilities in a fast-paced environment, including ability to operate under daily scheduled deadlinesHigh school diploma required; some college or technical training desiredProficient in 10 key, Microsoft Office and Internet navigationKnowledge of or the ability to quickly learn banking software applicationsProfessional appearance, a positive demeanor, good attendance and punctualityBenefits options include:Medical, dental and vision coverage401K with company match10 paid holidaysAccrue up to 17 vacation/sick days per year in your first year on a pro rata basisApplicant may be eligible for annual discretionary bonusNo relocation assistance provided.If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.Beal is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to their protected veteran or disabled status and will not be discriminated against.All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Protection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPANotice to California Residents: Beal Bank, Beal Bank USA, Beal Service Corporation, Beal Nevada Service Corporation, CLMG Corp., or CSG Investments, Inc. may collect personal information about you as part of the job application or employment process. Please see our California Consumer Privacy Act Policy at for details.
Worksite address
plano, TX, 75023, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.