Treasury Management Senior Client Services Specialist

US-TX-Irving
Req #
2017-6634
Type
Full-Time
Category
Treasury Management and Merchant Services
Irving, TX - Las Colinas
Availability
Monday-Friday 8:00am-5:00pm
Company Name
PlainsCapital Bank

Job Summary

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 and will be involved on other projects as needed.

 

 

treasury management, cash management, banking

Essential Functions

  1. Provides professional client support for all Treasury Management Products and Services.
  2. Displays a high level of professionalism and is presentable for in person client meetings and trainings.
  3. Coordinates communication with TM Sales, back office and front office staff to ensure timely processing of all requests and complete follow up and follow through style communication.
  4. Assists and leads training and mentoring of new client services personnel as needed.
  5. Acts as Subject Matter Expert for Treasury products, services and new account onboarding.
  6. Performs testing of treasury management product files (ACH, Positive Pay, FTP formats, etc.) as needed.
  7. Performs installation, system testing and ongoing support for Deposit Direct clients.
  8. 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.
  9. Performs other duties as required.

 

treasury management, cash management, banking

Job Requirements

  • High school diploma, general education degree (GED), or equivalent required; Bachelor’s degree in Business or related field preferred.
  • Minimum of 4 years of experience in banking or related field of expertise with minimum of 2 years of experience in treasury management.
  • 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.

 

treasury management, cash management, banking

About the Company

At PlainsCapital Bank, we’ve always had a trailblazing spirit. PlainsCapital Bank was founded in 1988 by current Chairman Alan B. White and 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 $198.8 million, they began growing the bank one relationship at a time.

 

Today, PlainsCapital Bank is one of the largest banks in Texas based on deposit market share. 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.

Options

Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed

Connect With Us!

Not ready to apply? Connect with us for general consideration.