PlainsCapital Bank · 4 days ago
Premier Services Representative
Dallas, TX
Full-time
Onsite
New Grad, Entry LevelPlainsCapital 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
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
Preferred
Professional experience in banking or related through internships, part-time or full-time work, and/or extracurricular activities preferred
Company
PlainsCapital Bank
PlainsCapital Bank, a subsidiary of PlainsCapital Corporation, is one of the largest independent banks in Texas
Founded in 1988
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jerry Schaffner
President/CEO
Brian Heflin
Chief Operating Officer
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