Business Client Specialist - McAllen, TX

Position Summary

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

• Provides friendly, comprehensive, accurate, prompt, and efficient servicing support for business clients.
• Support Business Online Banking customers with positive pay service, remote deposit capture service, ACH origination service and wire origination service.
• Review setups of new Business Online Banking customers and their end users by other team members for accuracy.
• Track client-related issues to resolution and ensure issues are resolved appropriately and expeditiously.
• Diagnose and problem-solve technical issues and assist business customers with troubleshooting their device or computer.
• Maintain Business Online Banking customer online limits for RDC, Wires, ACH, etc.
• Assist business customers with password resets or when locked out of their online banking.
• Support Treasury Management department with business online services training and product support.
• Perform annual Business Online Banking customer reviews for Wires, ACH and RDC.
• Support Electronic Banking Manager with other duties as assigned.
• Be able to complete given projects with minimal supervision.
• Comply with federal and state regulations and all established bank policies and procedures.

• Back up Business Electronic Banking specialists with setup of new Business Online Banking customers and their end users.
• Perform all maintenance for Business Online Banking customers and their end users and review maintenance performed by other team members for accuracy.
• Perform ITM and remote deposit capture deposit review and fraud prevention.
• Process exception ACH batches originated via our business online service.
• Back 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.
• Ensure all incoming and outgoing wires provide the necessary information to process the wire including OFAC compliance.
• Perform PIN verifications and callback confirmations to validate the authenticity of outgoing wire transfers.
• Provide phone support to our business customers that use online banking, mobile banking, mobile deposit, and bill pay.
• Respond to customers’ email inquiries received from online banking and our website.
• Provide support for Private Banking clients when necessary.

• Support and promote the Bank’s vision, mission and core values, organizational structure and policies and procedures.
• Provide strong, compassionate, and visible leadership, which fosters positive attitudes and trust among employees, customers, and prospects.
• Must have excellent analysis, observation, and decision-making skills.
• Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned.
• Excellent interpersonal and communication skills are necessary for maintaining effective relationships with officers, employees, and members of the business community.
• Individual should be able to work under high pressure situations and a stressful atmosphere and remain composed.
• Prepare reconciliations and clear items related to wire transfers.
• Assist with the development and periodic review of existing and new procedures.
• Assist in maintaining system backups and hard copy records as required.
• Comply with federal and state regulations as well as all established Bank policies and procedures.
• Perform other duties as assigned.

• A self-starting individual who possesses a High School Diploma or equivalent and at least two (2) years…