• Operations Clerk - Private Banking

    Job Locations US-TX-Lubbock
    Req #
    Wealth Management
    Location Name
    Lubbock, TX - Main Bank
    Monday-Friday 8:00am-6:00pm
    Company Name
    PlainsCapital Bank
  • Job Summary

    The Wealth Management Operations Clerk provides basic support to the Wealth Management Operations and Wealth Management Administration departments. The support provided includes accurate and timely data entry and overall operational support to ensure that the departments meet or exceed established client service standards. In addition, assists in all areas of Wealth Management Operations as needed to maintain daily, weekly and monthly processing.

    Essential Functions

    1. Processes daily items from checks received and routes posting tickets to income desk, after ensuring that data input is accurate.
    2. Processes daily account maintenance and researches items for correction, if needed.
    3. Processes account set-ups, assigns account numbers, and names and addresses record numbers
    4. Processes daily trades, pends daily settlements, and balances fund recons.
    5. Reviews, balances and if necessary, corrects errors on daily work.
    6. Cross-trains to assist securities desk, income desk, and expense desk.
    7. Maintains and updates tickler system.
    8. Organizes, updates, and maintains archived files.
    9. Processes income maps.
    10. Assists with fee processing.
    11. Assists with account tax cross references and annual tax processing.
    12. General office duties and other duties as assigned.

    Job Requirements

    • High School Diploma, general education degree (GED), or equivalent education required.
    • Knowledge of basic accounting practices required with a strong preference for previous experience in a bank/financial services environment.
    • Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems, typing, and ten key by touch.
    • Ability to read and input data accurately.
    • 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.
    • Excellent verbal, written and interpersonal communication skills.

    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.


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