Treasury Management Client Services Specialist

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 looking to hire a Treasury Management Client Services Specialist in Dallas, Texas. The Treasury Management Client Services Specialist is responsible for the delivery of highly personalized client service engagements with the ultimate goal of delivering a one-call resolution. Will serve as the front-line contact for all Treasury Management commercial clients and will assist with complex solutions and other projects as needed.

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.

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.

Qualifications

• High school diploma, general education degree (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.

About Us

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 .