Treasury Management Client Services Specialist

PrimeLending • Dallas, TX

16h • Onsite

About The Position

PlainsCapital Bank is currently looking to hire a Treasury Management Client Services Specialist. 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.

Requirements

• High school diploma, general education degree (GED), or equivalent required
• Two or more years of experience in client/customer support in a financial services environment required
• 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.

Nice To Haves

• Associates degree or higher preferred
• commercial banking strongly preferred

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED