Treasury Management Client Services Specialist

Plainscapital Irving , TX 75061

Posted 11 months ago

Job Summary

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.

Essential Functions 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 in order to drive client resolution of products such as Account Recon, Lockbox, Positive Pay, Deposit Direct, etc. Performs other duties as required. Job Requirements

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

  • Minimum of 2 years of experience in banking or related field of expertise; experience with the servicing of commercial accounts 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.

  • Must be available to travel locally to meetings (less than 10%).

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

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Treasury Management Client Services Specialist