Banking Services Representative - Premier Clients Job at PlainsCapital Bank
Job Summary:
Provide full service, on-demand, concierge banking on a 24 hour basis to PlainsCapital Bank's elite clientele. Provide support to Lending Officers by assisting their clients with tasks such as account management, wire transfers, foreign currency, debit card resolutions, notarizing documents, cash delivery and pick-up, etc. Responsible for developing new business and relationships while continuing to cultivate existing relationships. Essential Functions:
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. About the Company:
Today, PlainsCapital Bank is one of the largest banks in Texas based on deposit market share. Under the leadership of President and Chief Executive Officer Jerry Schaffner, we have a statewide presence with more than 60 locations in all major Texas markets. We are a strong and stable financial institution and a trusted community partner. We take pride in helping our customers blaze trails of their own, whether launching or expanding a business, raising a family, or moving into retirement. Our diverse range of services includes commercial banking, treasury management, private banking, and wealth management, as well as consumer banking.
To learn more, please visit us online at plainscapital.com/about.
This position is eligible for a $1,000 sign on bonus!*
Hours: Monday-Friday, 8am to 5pm & 24 hours on-call, as needed
Location name: Dallas, TX - Hilltop Plaza
Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! Read more here!
Provide full service, on-demand, concierge banking on a 24 hour basis to PlainsCapital Bank's elite clientele. Provide support to Lending Officers by assisting their clients with tasks such as account management, wire transfers, foreign currency, debit card resolutions, notarizing documents, cash delivery and pick-up, etc. Responsible for developing new business and relationships while continuing to cultivate existing relationships.
- Coordinates with Lending Officers to contact potential clients by telephone, mail or in person to offer personal and business related products and services.
- Identifies and generates leads for new business opportunities; obtains and analyzes background information on potential customers.
- Works with the Premier Services team on development of special projects and the marketing plan to facilitate growth, including the cross selling of other products and services.
- Maintains professional and pleasant in-person, telephone, and electronic contact with clients, potential clients, and all levels of management in the bank and as well as outside executives.
- Provides 24-hour concierge services to the bank’s elite customers by responding to requests regarding bank products and services. These requests are made in person, via the telephone or by e-mail. Including, but not limited to:
- Cash delivery and deposit pick-up
- Cross sell products and services for PCB, PrimeLending and Hilltop Securities
- Place orders for foreign currency and travelers checks
- Internet and mobile banking support, including Bill Payment conversion
- New Account requests
- Debit card replacement and limit adjustments
- Accept and process wire transfers
- Provide Notary service
- Fraud Assistance
- Maintains high knowledge of personal/commercial account and loan related issues, regulations and technological development to ensure portfolios are successful.
- Initiates and develops monthly reports for management to track activity as required.
- Other duties as necessary.
- Bachelor’s Degree in business related discipline or equivalent work experience in a customer facing role with strong customer service and business development required.
- Professional experience in banking or related through internships, part-time or full-time work, and/or extracurricular activities preferred.
- Excellent verbal, written, and interpersonal communication skills with a customer service mindset.
- Ability to effectively function as a liaison with other areas of the bank and PlainsCapital organization.
- Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.
- Must be a self-starter.
- 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 initiative, high level of accountability, and attention to detail.
- Sign-on bonus to be paid on the first available paycheck after 90 days of employment less applicable taxes.
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.
At PlainsCapital, we’ve always had a trailblazing spirit. PlainsCapital was founded in 1988 by Alan White and a group of investors who raised the capital to acquire Plains National Bank, a Lubbock financial institution with one branch and $198.8 million in assets. Alan, who retired from his post as Chairman of PlainsCapital Bank in 2019, partnered with a team of young bankers who dreamed of bringing relationship banking to Lubbock, and they began to grow the bank one relationship at a time.
Today, PlainsCapital Bank is one of the largest banks in Texas based on deposit market share. Under the leadership of President and Chief Executive Officer Jerry Schaffner, we have a statewide presence with more than 60 locations in all major Texas markets. We are a strong and stable financial institution and a trusted community partner. We take pride in helping our customers blaze trails of their own, whether launching or expanding a business, raising a family, or moving into retirement. Our diverse range of services includes commercial banking, treasury management, private banking, and wealth management, as well as consumer banking.
To learn more, please visit us online at plainscapital.com/about.
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