Current jobs related to Internet Retail Banking Specialist - Plano - Beal Service Corporation


  • Plano, Texas, United States BEAL NEVADA SERVICE CORPORATION Full time

    Job DescriptionJob Summary:Beal Bank is seeking a highly skilled and motivated Internet Retail Operations Specialist to join our team. As a key member of our retail banking operations team, you will be responsible for providing exceptional customer service and support to our customers within an online environment.Key Responsibilities:Answer incoming phone...


  • Plano, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionLHH Recruitment Solutions is currently working with a company looking for a Retail Banking Specialist in the Dallas TX area. If you have the qualifications listed below and are interested in this opportunity- apply with us today! Responsibilities:Provide exceptional frontline service and support to current and prospective...


  • Plano, Texas, United States Cadence Bank Full time

    Position Overview:As a Client Relationship Banker II, you will play a crucial role in delivering exceptional service by managing everyday banking operations while fostering strong customer connections.Key Responsibilities:1. Process routine banking transactions efficiently.2. Cultivate and maintain deep relationships with clients to understand their...


  • Plano, Texas, United States Capital One Full time

    Job SummaryWe are seeking a highly skilled Business Banking Specialist to join our team at Capital One. As a Business Banking Specialist, you will be responsible for building and maintaining relationships with small business owners, providing them with tailored financial solutions to meet their unique needs.Key ResponsibilitiesDevelop and execute sales...


  • Plano, Texas, United States HomeGoods Full time

    Join Our Team as a Retail Sanitation SpecialistAt HomeGoods, we are committed to providing a clean and welcoming shopping experience for our customers. As a Retail Sanitation Specialist, your responsibilities will include:Ensuring a pristine store environment: You will be responsible for maintaining a tidy and organized retail space.Upholding cleanliness...


  • Plano, United States AutoNation Full time

    AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles,...


  • Plano, Texas, United States HomeGoods Full time

    Position Overview:As a Retail Store Sanitation Specialist at HomeGoods, your primary responsibility will be to ensure a pristine and orderly shopping environment.Key Responsibilities:1. Uphold a tidy and organized store atmosphere.2. Maintain all cleanliness, organization, and recovery standards for the sales area.3. Contribute to the upkeep and sanitation...


  • Plano, Texas, United States Capital One Full time

    Job Title: Small Business Banker IICapital One is seeking a highly skilled Small Business Banker II to join our team. As a key member of our business banking team, you will be responsible for building and maintaining relationships with small business owners, providing expert financial guidance, and identifying opportunities to grow our business.Key...


  • Plano, Texas, United States Capital One Full time

    Job SummaryWe are seeking a highly skilled Business Development Manager to join our team at Capital One. As a Business Development Manager, you will be responsible for building and maintaining relationships with our business clients, identifying new business opportunities, and developing strategies to drive growth and revenue.Key ResponsibilitiesRelationship...


  • Plano, Texas, United States Tapestry Full time

    Part-time Retail Sales SpecialistKey Responsibilities:Enhance sales performance and deliver outstanding customer service by adhering to Tapestry's Sales and Service Principles.Collaborate with management to create personalized sales and client engagement strategies.Stay updated on regional market dynamics to support effective sales initiatives.Foster...


  • Plano, Texas, United States Capital One Full time

    Job SummaryWe are seeking an experienced Commercial Loan Servicing Operations Specialist to join our team at Capital One. As a key member of our Commercial Banking Operations team, you will be responsible for managing agent syndicated portfolios, processing loan requests, and maintaining effective oversight across multiple workflow tools.Key...

  • Retail Associate

    3 weeks ago


    Plano, Texas, United States Sam's Club Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Retail Associate - Member Experience Specialist. In this role, you will be responsible for providing exceptional service to our members, ensuring a positive shopping experience, and maintaining a clean and organized store environment.Key ResponsibilitiesProvide...


  • Plano, Texas, United States The Tile Shop Full time

    Job Title: Retail Sales SpecialistCompany Overview: The Tile Shop stands as a premier supplier of exquisite tile solutions, committed to delivering unique designs and outstanding customer support. With a global presence of over 140 locations, we aim to inspire and bring to life innovative home decor concepts.Position Overview:Warmly welcome customers with...

  • Retail Store Manager

    3 weeks ago


    Plano, United States Spectrum Full time

    Are you ready to empower a team to exceed goals, showing a keen interest in their development and professional growth? If so, then a Retail Store Manager position at Spectrum may be right for you.                                            At Spectrum, we keep more than 32 million customers connected across our...

  • Retail Store Manager

    2 months ago


    Plano, United States Spectrum Full time

    Are you ready to empower a team to exceed goals, showing a keen interest in their development and professional growth? If so, then a Retail Store Manager position at Spectrum may be right for you.                                            At Spectrum, we keep more than 32 million customers connected across our...


  • Plano, Texas, United States Acosta Full time

    Job SummaryAs a Seasonal Retail Coverage Merchandising Specialist at Acosta, you will play a critical role in ensuring our client brands stand out at Walmart stores by driving product availability. Your efforts in executing retail merchandising activities will connect customers with the brands they love in one of the largest retailers in the world.Key...


  • Plano, Texas, United States Prosperity Bancshares Full time

    Job SummaryWe are seeking an enthusiastic individual who can provide excellent customer service for inbound calls regarding products, services, and inquiries. As a key member of our team, you will guide customers on how to use our products and services, provide technical troubleshooting, and build sustainable relationships with our clients.Key...


  • Plano, Texas, United States Fortis Payment Systems LLC Full time

    Job SummaryWe are seeking a highly skilled Install Specialist to join our team at Fortis Payment Systems LLC. As an integral part of our organization, you will be responsible for the successful setup and management of various payment systems.Key ResponsibilitiesUtilize available resources and techniques to address and resolve questions from Merchants,...


  • Plano, Texas, United States Capital One Financial Corp Full time

    Location: United States of AmericaPosition Overview:The Virtual Business Banker II (VBB II) plays a crucial role in the daily operations and execution of inbound and outbound phone-based sales and retention efforts within a virtual environment. This position is focused on proactively managing and enhancing an existing portfolio of complex and high-net-worth...


  • Plano, Texas, United States Apex Dynamics Full time

    Unlock Your Potential with Our Retail Training ProgramPENNY, part of the REWE Group, is a leading retail company with a strong team culture. We offer secure jobs, fair treatment, and opportunities for personal growth.Key Responsibilities:Manage the flow of goods and inventory in the store.Assist and support customers in the store.Work in a strong team and...

Internet Retail Banking Specialist

3 months ago


Plano, United States Beal Service Corporation Full time
Job DescriptionJob Description

Summary:

Come join Beal Bank’s growing and thriving online retail operations team The Internet Retail Banking Specialist is responsible for providing exceptional frontline service and support to Beal Bank’s current and prospective consumer and 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 Internet Retail Banking 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 appropriate
  • Process 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 bank (CDs, Money Market, Statement Savings and Retirement accounts)
  • Enhance the customer satisfaction and the reputation of Beal Bank by warmly greeting, engaging and developing good professional relationships with customers
  • Conduct 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 checks
  • Monitor and process daily exception files for ACH and inclearing file
  • Perform decisioning for rejected items
  • Perform account research where necessary and assist branches, retail management and back-office units when necessary as it relates to item processing or retrieval of items
  • Process manual cash letter or force-post items that cannot be sent electronically
  • Review large inclearing items and submit items requiring management review for payment
  • Perform all requirements for annual escheatment for Beal Bank, Beal Bank USA and affiliates
  • Image customer documents and quality control checks of documents
  • Practice security protocols and procedures in order to protect customer confidentiality and privacy
  • Participate in Community Engagement (CRA) activities to ensure that all required monthly goals are met

All other duties assigned by Manager.

Qualifications (Education, Experience, Computer Skills, Certifications, Etc.):

  • 2 - 4 years relevant bank experience or customer service experience preferred
  • The 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 functions
  • Experience in retail banking operations and customer service, including exceptions, customer/transaction research, general ledger postings and escheatment are ideal
  • Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines
  • The individual must be able to organize a project, follow up, track and report its resolution
  • Developed critical thinking and decision-making skills
  • The individual must exhibit strong listening, verbal and written communications skills
  • This position requires the ability to work well under pressure while maintaining high standards of customer service, compliance and data accuracy
  • Proven ability to prioritize and manage multiple responsibilities in a fast-paced environment, including ability to operate under daily scheduled deadlines
  • High school diploma required; some college or technical training desired
  • Proficient in 10 key, Microsoft Office and Internet navigation
  • Knowledge of or the ability to quickly learn banking software applications
  • Professional appearance, a positive demeanor, good attendance and punctuality


Benefits options include:

  • Medical, dental and vision coverage
  • 401K with company match
  • 10 paid holidays
  • Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis
  • Applicant may be eligible for annual discretionary bonus

No 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 Bank, Beal Bank USA, and their affiliates are Equal Opportunity Employers. Beal Bank, Beal Bank USA, and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.

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 Projection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPA

Notice to California Residents: Beal Bank, Beal Bank USA, Beal Service Corporation, Beal Nevada Service Corporation, CLMG Corp., and CSG Investments, Inc. may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments CPRA Policy | BRE Capital for details.