Banking Services Representative - Premier Clients

PlainsCapital Fort Worth, TX
Job Summary

The Premier Services Representative provides 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 FunctionsCoordinate with Lending Officers to contact potential clients by telephone, mail or in person to offer personal and business related products and services.Identify and generate leads for new business opportunities; obtain and analyze background information on potential customers.Work 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.Maintain professional and pleasant in-person, telephone, and electronic contact with clients, potential clients, and all levels of management in the bank and outside executives as well.Provide 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 & process wire transfers

* Provide Notary service

* Fraud Assistance

Maintain 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.Job Requirements

* Bachelor's Degree in business related discipline or equivalent work experience required.

* 2 years' or more experience in a customer facing role with strong customer service and business development; banking industry strongly 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.

* Strong time-management and organizational skills with attention to detail.

* Strong computer skills with proficiency in Microsoft Outlook and Office products (primarily Word and Excel).

* Strong analytical and problem solving skills.

About the Company

At PlainsCapital Bank, we've always had a trailblazing spirit. PlainsCapital Bank was founded in 1988 by current Chairman and CEO 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 65 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.