Premier Services Representative

About the Role

PlainsCapital Bank is seeking a Premier Services Representative to provide full-service, on-demand, concierge banking on a 24-hour basis to the bank’s elite clientele. This role supports Lending Officers by assisting their clients with tasks such as account management, wire transfers, foreign currency, debit card resolutions, notarizing documents, cash delivery and pick-up, and more. The position focuses on developing new business and relationships while cultivating existing ones.

Responsibilities

• Coordinate with Lending Officers to contact potential clients by telephone, mail, or in person to offer personal and business-related products and services.
• Identify and generate leads for new business opportunities; obtain and analyze background information on potential customers.
• Work with the Premier Services team on the development of special projects and marketing plans to facilitate growth, including cross-selling of other products and services.
• Maintain professional and pleasant in-person, telephone, and electronic contact with clients, potential clients, and all levels of management within the bank and external executives.
• Provide 24-hour concierge services to the bank’s elite customers by responding to requests regarding bank products and services via in-person, telephone, or email. Services include, but are not limited to:
  • Cash delivery and deposit pick-up
  • Cross-selling products and services for PlainsCapital Bank, PrimeLending, and First Southwest
  • Placing orders for foreign currency and traveler’s checks
  • Internet and mobile banking support, including Bill Payment conversion
  • New account requests
  • Debit card replacement and limit adjustments
  • Accepting and processing wire transfers
  • Providing notary services
  • Fraud assistance
• Maintain a high level of knowledge regarding personal/commercial account and loan-related issues, regulations, and technological developments to ensure portfolio success.
• Initiate and develop monthly reports for management to track activity as required.
• Perform other duties as necessary.

Requirements

• Bachelor’s Degree in a business-related discipline or equivalent work experience in a customer-facing role with strong customer service and business development skills.
• Professional experience in banking or a related field through internships, part-time or full-time work, and/or extracurricular activities preferred.
• 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 the PlainsCapital organization.
• Proficiency in PC skills, including word processing and spreadsheets via Microsoft Office products, as well as custom applications and systems.
• Must be a self-starter with strong initiative, high accountability, and attention to detail.
• Excellent analytical, time management, organizational, and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
• Self-motivated with a strong sense of accountability.

About Us

PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. Starting with the acquisition of Plains National Bank—a Lubbock financial institution with one branch and approximately $198.8 million in assets—they grew the bank one relationship at a time. Over 30 years later, PlainsCapital Bank has maintained its relationship-based culture and commitment to financial strength and stability.

PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 55 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. The bank offers both commercial and consumer banking, providing a full suite of commercial banking products and services tailored to any business model, as well as convenient personal banking services.

Known for a straightforward approach and exceptional client care, PlainsCapital Bank’s knowledgeable bankers bring financial and industry expertise along with vast local market knowledge to each client relationship. The bank remains strong and stable, delivering highly personalized service and a single point of contact to help customers reach their financial goals.