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Business Client Specialist - Denton, TX

Job in Denton, Denton County, Texas, 76205, USA
Listing for: Texas Regional Bank
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Banking Operations, Bank Customer Service
Job Description & How to Apply Below

Position Summary

The Business Client Services Specialist provides exceptional customer service and support for our Business Electronic Banking products and services, including ACH Origination, Wire Transfers, Business Online Banking, Mobile Banking, Telephone Banking, E-Statements, and the bank’s core processing system when necessary. The specialist will work daily while adhering to bank policies and procedures and complying with all governmental rules and regulations. They are a team player with a positive attitude and are comfortable in a changing environment.

Principal

Duties and Responsibilities
  • Provides friendly, comprehensive, accurate, prompt, and efficient servicing support for business clients.
  • Supports Business Online Banking customers with positive pay service, remote deposit capture service, ACH origination service, and wire origination service.
  • Reviews setups of new Business Online Banking customers and their end users for accuracy.
  • Tracks client‑related issues to resolution and ensures issues are resolved appropriately and expeditiously.
  • Diagnoses and problem‑solves technical issues and assists business customers with troubleshooting their device or computer.
  • Maintains Business Online Banking customer online limits for RDC, Wires, ACH, etc.
  • Assists business customers with password resets or when locked out of their online banking.
  • Supports Treasury Management department with business online services training and product support.
  • Performs annual Business Online Banking customer reviews for Wires, ACH, and RDC.
  • Supports the Electronic Banking Manager with other duties as assigned.
  • Completes assigned projects with minimal supervision.
  • Complies with federal and state regulations and all established bank policies and procedures.
Secondary Duties and Responsibilities
  • Backs up Business Electronic Banking specialists with setup of new Business Online Banking customers and their end users.
  • Performs all maintenance for Business Online Banking customers and their end users and reviews maintenance performed by other team members for accuracy.
  • Performs ITM and remote deposit capture deposit review and fraud prevention.
  • Processes exception ACH batches originated via our business online service.
  • Backs up Wire Transfer Specialists with processing, domestic and foreign wire transfer requests received from Banking Centers, Online Banking, and/or Fax requests for approved customers.
  • Ensures all incoming and outgoing wires provide the necessary information to process the wire, including OFAC compliance.
  • Performs PIN verifications and callback confirmations to validate the authenticity of outgoing wire transfers.
  • Provides phone support to our business customers that use online banking, mobile banking, mobile deposit, and bill pay.
  • Responds to customers’ email inquiries received from online banking and our website.
  • Provides support for Private Banking clients when necessary.
Other Responsibilities
  • Supports and promotes the Bank’s vision, mission, and core values, organizational structure and policies and procedures.
  • Provides strong, compassionate, and visible leadership, fostering positive attitudes and trust among employees, customers, and prospects.
  • Exhibits excellent analysis, observation, and decision‑making skills.
  • Is highly focused, able to rapidly determine key priorities, communicate them clearly, and ensure resources are properly aligned.
  • Exhibits excellent interpersonal and communication skills for maintaining effective relationships with officers, employees, and members of the business community.
  • Remains composed under high‑pressure situations and a stressful atmosphere.
  • Prepares reconciliations and clears items related to wire transfers.
  • Assists with the development and periodic review of existing and new procedures.
  • Assists in maintaining system backups and hard copy records as required.
  • Complies with federal and state regulations as well as all established Bank policies and procedures.
  • Performs other duties as assigned.
Qualifications, Education, and Experience Requirements
  • Self‑starting individual who possesses a High School Diploma or equivalent and at least two (2) years of work experience.
  • Working knowledge of Excel…
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