Adobe Product Family, Analysis Skills, Bank Management, Banking Services, Business Model, Commercial Banking, Communication Skills, Computer Skills, Customer Escalations, Customer Relations, Customer Support/Service, Detail Oriented, FTP (File Transfer Protocol), Finance, Follow Through, Interpersonal Skills, Mentoring, Microsoft Office, Microsoft Product Family, Multitasking, Onboarding, Presentation/Verbal Skills, Problem Solving Skills, Resolve Customer Issues, Sales, Service Delivery, Spreadsheets, System Test, Testing, Time Management, Treasury, Treasury Management, Word Processing, Writing Skills
PlainsCapital Bank is currently looking to hire a Treasury Management Senior Client Services Specialist in Dallas, Texas. The Treasury Management Senior Client Services Specialist is responsible for the execution of highly personalized client service engagements and maintaining a thorough understanding of all treasury management products and services. Will assist with resolving escalated client issues and other complex solutions as well as being involved on other projects as needed.
PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and approximately $198.8 million in assets, they began growing the bank one relationship at a time.
Over 30 years later, PlainsCapital Bank has held fast to its tried-and-true relationship-based culture and its commitment to financial strength and stability. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 55 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. Backed by decades of experience, our knowledgeable bankers are renowned for their straightforward approach and for taking exceptional care of their clients. They bring both financial and industry expertise along with vast local market knowledge to each client relationship.
PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.
PlainsCapital Bank continues to remain strong and stable, delivering highly personalized service and a single point of contact to help customers reach their financial goals.
To learn more, please visit us online at plainscapital.com/about.
- High school diploma, general education degree (GED), or equivalent required; Bachelor's degree in Business or related field preferred.
- At least 2 years of experience in treasury management client services required. Additional experience in customer-focused banking roles a plus.
- Excellent customer service skills.
- Excellent verbal, written, and interpersonal communication skills.
- Excellent PC skills, including word processing and spreadsheets via Microsoft Office products, Adobe Pro and other custom applications and systems.
- Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
- Must be self-motivated with strong attention to detail and accountability.
- Provides professional client support for all Treasury Management Products and Services.
- Displays a high level of professionalism and is presentable for in person client meetings and trainings.
- Coordinates communication with Treasury Management Sales, back office and front office staff to ensure timely processing of all requests, completes follow up, and follow through style communication.
- Assists and leads training and mentoring of new client services personnel as needed.
- Acts as subject matter expert for Treasury products, services and new account onboarding.
- Performs testing on Treasury Management product files (ACH, Positive Pay, FTP formats, etc.) as needed.
- Performs installation, system testing, and ongoing support for Deposit Direct clients.
- Acts as a liaison for internal and external clients for various treasury product vendors to drive client resolution of products such as Account Recon, Lockbox, Positive Pay, Deposit Direct, etc.
- Performs other duties as required.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
sh management, banking
- Provides professional client support for all Treasury Management Products and Services.
- Displays a high level of professionalism and is presentable for in person client meetings and trainings.
- Coordinates communication with Treasury Management Sales, back office and front office staff to ensure timely processing of all requests, completes follow up, and follow through style communication.
- Assists and leads training and mentoring of new client services personnel as needed.
- Acts as subject matter expert for Treasury products, services and new account onboarding.
- Performs testing on Treasury Management product files (ACH, Positive Pay, FTP formats, etc.) as needed.
- Performs installation, system testing, and ongoing support for Deposit Direct clients.
- Acts as a liaison for internal and external clients for various treasury product vendors to drive client resolution of products such as Account Recon, Lockbox, Positive Pay, Deposit Direct, etc.
- Performs other duties as required.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
sh management, banking