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PlainsCapital Bank · 4 days ago

Premier Services Representative

Dallas, TX

Full-time

Onsite

New Grad, Entry Level

PlainsCapital Bank is seeking to hire a Premier Services Representative. The role involves providing full service, on-demand, concierge banking to the bank's elite clientele while supporting Lending Officers and developing new business relationships.

BankingFinancial Services

Hiring Manager

Andrea Regula

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 First Southwest

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 skillsCommunication skillsOrganizational skillsProblem-solving skillsTime managementAttention to detailSelf-motivated

Required

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