Premier Services Representative jobs in United States
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PlainsCapital Bank · 10 hours ago

Premier Services Representative

PlainsCapital Bank is seeking to hire a Premier Services Representative. The role involves providing full service, on-demand, concierge banking to elite clientele and supporting Lending Officers with various banking tasks.

BankingFinancial Services
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Hiring Manager
Andrea Regula
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Responsibilities

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

Qualification

Customer serviceBusiness developmentBanking experienceMicrosoft OfficeAnalytical skillsTime managementOrganizational skillsProblem-solvingInterpersonal communicationSelf-motivated

Required

Must be eligible to work in the U.S. without sponsorship now or in the future
Must be able to report to our PlainsCapital Branch located at 3707 Camp Bowie Blvd, Suite 220, Ft. Worth, TX 76107, without the need for relocation assistance
Bachelor's Degree in business related discipline or equivalent work experience in a customer facing role with strong customer service and business development required
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

Preferred

Professional experience in banking or related through internships, part-time or full-time work, and/or extracurricular activities preferred

Benefits

11 Paid Holidays
15+ days of PTO
401k Matching
Health Benefits

Company

PlainsCapital Bank

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PlainsCapital Bank, a subsidiary of PlainsCapital Corporation, is one of the largest independent banks in Texas

Funding

Current Stage
Late Stage

Leadership Team

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Jerry Schaffner
President/CEO
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Brian Heflin
Chief Operating Officer
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Company data provided by crunchbase