Legacy Texas
Commercial Client Service Professional (Finance)
POSITION SUMMARY :
The Commercial Client Service Professional (CSP) is the day-to-day liaison between our commercial banking clients and LegacyTexas Bank providing technical and operational support for our Treasury Services solutions suite and bank accounts. The CSP resolves client issues working across various departments and teams including but not limited to Treasury Services Operations, Deposit Operations, Loan Operations, Retail branches, Treasury, and Credit. The individual must able to balance multiple tasks and priorities in a fast paced, rapidly changing environment. Expectations include adherence to the "sundown" rule for responding to clients, facilitating account opening, tracking incoming and outgoing requests, and maintaining department electronic files. Additional duties include in-person meetings with clients and prospects, projects as assigned, participation in the sales process, and other tasks as assigned.
PRIMARY DUTIES & RESPONSIBILITIES :
SUPERVISORY RESPONSIBILITIES:
This position has no supervisory responsibilities.
MINIMUM QUALIFICATIONS (EDUCATION, EXPERIENCE, & SKILLS) :
Our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or protected veteran status. We are an Equal Opportunity, Affirmative Action employer. Minorities, women, veterans and individuals with disabilities are encouraged to apply.