Client Services Director jobs in Mcallen, TX

Client Services Director directs and oversees the implementation operations of an organization. Oversees a team responsible for installing and deploying technical systems, software, hardware, or solutions. Being an Client Services Director implements policies and creates procedures to ensure consistency and high-quality work. Ensures that the timelines, planning, scoping, and cost estimates support successful projects that meet the needs of the client organization. Additionally, Client Services Director tracks implementation timeliness and client issues and develops solutions to implementation problems or challenges. Develops team skills and expertise with coaching and training activities. Requires a bachelor's degree in area of technical specialty. Typically reports to senior management. The Client Services Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. To be an Client Services Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)

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Business Client Services Specialist
  • Texas Regional Bank
  • Allen, TX FULL_TIME
  • 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.

    Principal Duties and Responsibilities

    • 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.

    Secondary Duties and Responsibilities

    • 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.
    • Provides support for Private Banking clients when necessary.
    Other Responsibilities
    • 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.
    Qualifications, Education and Experience Requirements
    • A self-starting individual who possesses a High School Diploma or equivalent and at least two (2) years of work experience.
    • Must have working knowledge of Excel and Word. Experience with Microsoft office preferred.
    • Must be available to work a 40-hour work week with flexible work schedule, Monday through Friday, 8:00 am – 6:00 pm.
    • Knowledge in Electronic Banking products, services and regulations is preferred.
    • Knowledge of ACH rules and regulations preferred.
    • Knowledge of Wire Transfer functions preferred.
    • Bilingual in English and Spanish preferred.
    • Must have excellent analytical, observational, and decision-making skills.
    • Excellent interpersonal and communication skills are necessary for maintaining effective relationships with Board members, officers, employees, and members of the business and civic community.
    • Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned.
    • Individual should be able to work under high pressure situations and in a stressful atmosphere yet be able to remain composed.
    • Must be able to be physically present in the Bank to perform job duties.
    • Texas Regional Bank is an equal opportunity employer
  • 1 Day Ago

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Client Services Agent I
  • Lone Star National Bank
  • Allen, TX OTHER
  • Job Details Job Location: Corporate - 1st Floor - McAllen, TX Salary Range: Undisclosed DescriptionResponsible for assisting clients with service needs and making changes to existing accounts. ESSENTI...
  • 1 Month Ago

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Client Advisory Services Manager (CPA Required)
  • Guidant Financial
  • Laredo, TX FULL_TIME
  • This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VAThe wage...
  • Just Posted

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Retail Print and Client Services Supervisor - Key Carrier
  • Office Depot
  • Allen, TX FULL_TIME
  • Overview At Office Depot and Office Max, every leader is responsible for growing total sales and services within the location. The Print and Client Services Supervisor is a full-time role and the pers...
  • 1 Day Ago

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Director of Rehabilitation Services - Rehabilitation
  • Knapp Medical Center
  • Weslaco, TX FULL_TIME
  • Director of Rehabilitation Services - Rehabilitation Facility Knapp Medical Center Location US-TX-Weslaco ID 2024-157782 Category Director Position Type Full Time Shift Days Job Type Exempt Overview K...
  • 17 Days Ago

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Family Services Director
  • UMOS, Inc.
  • Mcallen, TX FULL_TIME
  • DUTIES: Will direct activities and provide support and assistance to the Policy Council and works with regional program staff to create parent committees. Will develop policies and procedures for case...
  • 22 Days Ago

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0 Client Services Director jobs found in Mcallen, TX area

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Remote Licensed Talk Therapist
  • Thriveworks
  • Thriveworks is currently seeking Licensed Clinicians to provide telehealth sessions in Nevada. Thriveworks is a clinicia...
  • 4/25/2024 12:00:00 AM

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Remote Licensed Talk Therapist
  • Thriveworks
  • Thriveworks is currently seeking Licensed Clinicians to provide telehealth sessions in Massachusetts. ***For a limited t...
  • 4/25/2024 12:00:00 AM

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Electrical Engineer
  • Johnson Controls International
  • Apodaca, Nuevo León
  • What you will do: We would like you to be responsible for electrical analysis, detailed design, and control, as well as ...
  • 4/25/2024 12:00:00 AM

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Client Engagement Manager - Retail Market
  • Johnson Controls International
  • Cinisello Balsamo, Lombardia
  • What will you do You will be responsible for providing program coordination, support and expansion for major customers a...
  • 4/24/2024 12:00:00 AM

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Senior Network Administrator
  • General Dynamics Information Technology
  • GDIT has an exciting opportunity for a Sr. Network Administrator to support U.S. Army Europe as part of our EMITS progra...
  • 4/22/2024 12:00:00 AM

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Sourcing & Reservation Specialist
  • Johnson Controls International
  • Apodaca, Nuevo León
  • RESPONSIBILITY LEVEL: Serves as a single point of contact for sourcing and reservations for Applied Equipment contracts ...
  • 4/22/2024 12:00:00 AM

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Collections Analyst with Dutch Relocate
  • Johnson Controls International
  • Rome, Lazio
  • Are you interested in gaining international work experience? Then Johnson Controls could have the perfect opportunity fo...
  • 4/21/2024 12:00:00 AM

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Warranty Specialist 1
  • Johnson Controls International
  • Apodaca, Nuevo León
  • Johnson Controls is a global diversified technology and multi industrial leader serving a wide range of customers in mor...
  • 4/21/2024 12:00:00 AM

McAllen is the largest city in Hidalgo County, Texas, United States, and the 22nd-most populous city in Texas. It is located at the southern tip of the state in the Rio Grande Valley. The city limits extend south to the Rio Grande, across from the Mexican city of Reynosa, and McAllen is about 70 mi (110 km) west of the Gulf of Mexico. As of 2017, McAllen’s population was estimated to be 142,696. It is the fifth-most populous metropolitan area in the state of Texas, and the binational Reynosa–McAllen metropolitan area counts a population of nearly 1.52 million. From its settlement in 1904, the ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Director jobs
$157,532 to $232,738
Mcallen, Texas area prices
were up 1.2% from a year ago

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