At Dallas Capital Bank, a division of MidFirst Bank, we are proud to bring a world-class banking experience that combines new technology with unceasing service to the Dallas metroplex, and the people who make it strong. We take pride in understanding our clients and the time to recognize their needs. Combining years of proficiency with a heart for service, our team is ready to partner with our clients and provide the support and guidance they deserve.
We are centrally located in Dallas at Spring Valley and Dallas North Tollway.
We're looking for a Client Services Specialist who wants stability, growth opportunity, and an excellent compensation and benefits package and has an outgoing personality that brings enthusiasm and professionalism with a high level of ownership and accountability. In this role you will work with a team of dedicated bankers providing quality customer service to all bank clients (personal & business).
The ideal candidate will be responsible for professionally interacting with relationship managers, comfortably communicating with clients, and flawlessly handling critical details of opening new accounts, treasury related products and services, online banking and deposit account related issues. In this role, it will be crucial for you to anticipate the needs of the client and the relationship management team to focus on building solid and long-lasting relationships.
ESSENTIAL RESPONSIBILITIES:
- Assist client requests for service and resolution of bank issues in a professional, accurate and timely response optimizing the client's experience while satisfying the bank's compliance requirements.
- Assist clients with routine account-related requests including but not limited to funds transfers, automatic funds transfers (AFTs), stop payments, inquiries about bank deposit products and service charges, inquiries about ATM and debit card usage and limits, inquiries about checking and savings accounts transactions, inquiries about funds availability, third-party and internal check verification requests, requests for temporary ACH, Wire, mobile deposit capture and remote deposit capture limits, and timely handling of electronic disputes.
- Open and close a variety of accounts (both commercial and personal), such as checking, savings, certificates of deposit, individual retirement accounts, money market accounts along with the necessary account agreements, resolutions and disclosures for new and revised accounts. Order checking account supplies for clients; such as printed or computer checks, endorsement stamps, checkbook covers, and deposit tickets.
- Oversee onboarding process for new client relationships to ensure smooth transitions.
- Primary client contact for all deposit account related maintenance and exception items, including but not limited, to return deposited items, ACH exceptions, and NSF items.
- Primary client support (Tier 1) for all Treasury Management products and services. This will include fielding client requests, via phone, email, in person, and online banking secure message portals.
- Act as Subject Matter Expert for all online banking platforms, account types for both personal and business relationships, assists clients with troubleshooting, password resets, training on systems, etc.
QUALIFICATIONS / SKILLS:
- Have knowledge of purpose and functions of Deposit Operations and Wire Transfer and how it relates to the workflow of the rest of the bank.
- Basic knowledge of banking terminology and workings of a checking system.
- Have the ability to perform a high volume of somewhat repetitious work involving large sums of wires and settlement, with complete accuracy.
- Excels in customer service and demonstrates a desire to exceed customer expectations.
- Effective listening skills, communication skills, and basic business writing skills with the ability to convey technical information in a way that is easy for others to understand.
- Have the ability to effectively explain complex information to customers on the telephone, face-to-face, and via email.
- Well-organized, exceptionally detail-oriented, strong time management & planning skills with proven ability to multi-task & meet deadlines in a fast-paced environment with great follow-up skills.
- Fluency with Microsoft Office (Word, Excel, & PowerPoint).
EDUCATION / EXPERIENCE:
- High school diploma or equivalent required; some bank or college courses preferred.
- Minimum of two years' experience in new accounts and customer service in a financial institution required
- FIS core systems a plus.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- High school diploma or equivalent
- Minimum two years of experience in new accounts and customer service in a financial institution
- Knowledge of Deposit Operations and Wire Transfer functions
- Basic knowledge of banking terminology and checking systems
- Ability to accurately process high-volume work involving wires and settlement
- Customer service skills and commitment to exceeding customer expectations
- Effective listening, communication, and business writing skills
- Ability to explain complex information to customers by phone, in person, and email
- Organization, attention to detail, time management, multitasking, planning, and follow-up skills
- Fluency with Microsoft Word, Excel, and PowerPoint
- Some banking or college coursework
- Experience with FIS core systems
MidFirst Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about MidFirst Bank and has not been reviewed or approved by MidFirst Bank.
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Healthcare Strength — Health, dental, and vision coverage are available to eligible full‑time and part‑time employees, with company‑paid long‑term disability and an EAP included. Medical plans through Blue Cross Blue Shield and wellness incentives that can lower premiums are highlighted.
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Retirement Support — A company 401(k) match with a clear formula and a defined vesting schedule provides meaningful retirement support. Eligibility and enrollment timing are specified, reinforcing predictable access to the plan.
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Leave & Time Off Breadth — Paid vacation, paid sick leave, and paid holidays are emphasized, with a paid community service day also referenced. Time‑off offerings are portrayed as generous across materials.
MidFirst Bank Insights
What We Do
MidFirst Bank occupies a rare position within the banking industry. With $41.2 billion in assets, MidFirst Bank is the largest privately owned bank in the country. This combination of size and private ownership provides our customers with a special brand of banking. MidFirst Bank offers a full range of personal, commercial, trust, private banking and mortgage banking products and services. MidFirst is a strong commercial real estate lender and a major servicer of mortgage loans nationally. As a private business ourselves, we understand the unique needs of each business community we serve at each of our locations in Arizona (Phoenix), California (Los Angeles, Orange County, Santa Barbara, San Diego), Colorado (Boulder, Denver, Edwards, Fort Collins), Nevada (Las Vegas), Oklahoma (Oklahoma City, Tulsa, Western Oklahoma), Texas (Dallas, Houston, San Antonio) and Utah (Salt Lake City). Additionally, MidFirst Bank has commercial lending offices in Atlanta, Chicago, Nashville, New York City, Orlando, Raleigh and Southern California. We serve Southern California through 1st Century Bank, a division of MidFirst Bank. We also operate MidFirst Business Credit as a subsidiary of MidFirst Bank. MidFirst Bank provides services that compete with larger banks, while the people and culture truly define the MidFirst Bank difference. MidFirst provides exceptional financial and deeply committed customer service. Team members are loyal in their character, loyal in their personal commitment to customers, and loyal to always doing the right thing. MidFirst customers can always count on working with thoughtful, intelligent, honest professionals who are true to their financial goals. MidFirst Bank is a strong supporter of the communities they serve, investing time and money in important educational, charitable and civic organizations. Copyright © 2025 MidFirst Bank. All rights reserved. Member FDIC. Equal Housing Lender.
