The Deposit Support Coordinator assists the Deposit Support department with various tasks and assignments as needed. This role is primarily responsible for processing returned mail, refunds, and exception reports generated from the core banking system. The Deposit Support Coordinator will also generate account change or exception letters that are mailed to PlainsCapital Bank customers.
Essential Functions Reads and routes incoming mail. Processes returned mail.
Using knowledge of the department's procedures, prepares and (when applicable) mails correspondence, documentation, forms or notices. Processes exception reports and spreadsheets. Processes account refunds.
Processes un-posted items. Maintains database information, such as account standards, mailing information, etc. Files correspondence and other documentation.
May coordinate transmission of information with other users/suppliers. May reconcile/coordinate reports with other departments as needed. Completes W8BEN process by verifying/updating customer as well as account information as needed.
Assists internal and external customers via phone by providing information to callers or routing calls to the appropriate department. Supplies data/information to authorized individuals. Assists Deposit Support areas with fulfillment, compliance, standardization, etc.
Assists Deposit Support Team Lead with standards and procedures manuals. Orders office supplies as needed. Must be able to lift up to 50 lbs as needed.
As the responsibility of the Deposit Support Department grows the principal duties and responsibilities of the position could/will change to accommodate the growth of the department. Job Requirements
High School diploma, general education degree (GED), or equivalent required.
1 year of office experience required, preferably in a bank/financial services environment.
Excellent verbal, written and interpersonal communication skills.
Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.
High level of accountability and attention to detail.
Excellent time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
About the Company
At PlainsCapital, we've always had a trailblazing spirit. PlainsCapital was founded in 1988 by Alan White and a group of investors who raised the capital to acquire Plains National Bank, a Lubbock financial institution with one branch and $198.8 million in assets. Alan, who retired from his post as Chairman of PlainsCapital Bank in 2019, partnered with a team of young bankers who dreamed of bringing relationship banking to Lubbock, and they began to grow the bank one relationship at a time.
Today, PlainsCapital Bank is one of the largest banks in Texas based on deposit market share. Under the leadership of President and Chief Executive Officer Jerry Schaffner, we have a statewide presence with more than 60 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.