Treasury Management Client Services Specialist

PlainsCapital Bank is looking to hire a Treasury Management Client Services Specialist in Dallas, Texas.  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.

• 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.

The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required and may be changed at the discretion of the Company.

• High school diploma, general education degree (GED), or equivalent required; Associates degree or higher preferred.


• Two or more years of experience in client/customer support in a financial services environment required; commercial banking strongly preferred.


• 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.