Treasury Management Client Advocate | One-Call Resolution

PlainsCapital Bank; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

PlainsCapital Bank is seeking a Treasury Management Client Services Specialist in Dallas, Texas. The role focuses on delivering highly personalized client service engagements to achieve one-call resolution for Treasury Management clients.

Responsibilities include coordinating with sales, back-office and front office teams, testing product files, and providing installation, testing and ongoing support for Deposit Direct clients.

Qualifications

• High school diploma, GED, or equivalent required; Associates degree or higher preferred.
• Two or more years of experience in client/customer support in a financial services environment required; commercial banking strongly preferred.
• Proven strong service orientation and professional customer service skills with the ability to spend significant amounts of time answering customer inquiries via phone and email.
• 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.

Responsibilities

• Provides highly personalized client service for all Treasury Management products and services.
• Treats customers and coworkers with a high level of professionalism at all times and attends client meetings and trainings in person, as needed.
• 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 with testing of 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.

Skills

Customer service

Communication skills

Microsoft Office

Time management

Problem solving

Multi-tasking

Education

GED or high school diploma

Associate degree preferred

Tools

Adobe Pro

Job description

PlainsCapital Bank is seeking a Treasury Management Client Services Specialist in Dallas, Texas. The role focuses on delivering highly personalized client service engagements to achieve one-call resolution for Treasury Management clients.

Responsibilities include coordinating with sales, back-office and front office teams, testing product files, and providing installation, testing and ongoing support for Deposit Direct clients.