Commercial Relationship Specialist (Full Time) - Bee Caves
Prosperity Bank · Austin, TX, US
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About the Role
The Commercial Relationship Specialist provides knowledge, support, and commercial account expertise to the banking center team, ensuring strong Commercial customer relationships are maintained and challenges are resolved quickly and professionally. Servicing commercial clients will be the primary focus.
Responsibilities
- Open, maintain, and service commercial deposit accounts and related banking products.
- Partner with lenders, treasury management teams, and other banking specialists to provide comprehensive solutions.
- Ensure a high level of client satisfaction.
- Review account documentation, transactions, and regulatory requirements for accuracy and compliance.
- Exercise sound judgment and maintain confidentiality when handling sensitive customer and financial information.
- Process and ensure accuracy of all commercial wire requests.
- Have extensive knowledge of all complex deposit products.
- Work closely with Treasury Support / Sales Team/Lenders to protect customers from fraudulent activity.
- Work with other internal business partners to resolve customer account issues.
Requirements
- High School Diploma or its equivalent.
- Thorough knowledge of Bank services and products.
- Understanding of related legal and regulatory requirements.
- Ability to identify customer needs and recommend appropriate banking solutions.
- Familiarity with Branch functions, policies, and procedures.
- 1-year New Account opening of all aspects of Customer Service, retail, and commercial.
- Ability to represent the Bank effectively in a variety of settings and with diverse customers.
- Adhere to Prosperity Bank Policy and Procedures.
- Ability to review and clear account exceptions weekly.
- Ability to apply logical or scientific thinking to define problems, collect data, establish facts, and draw conclusions.
- Able to interpret a variety of technical instructions and can deal with multiple variables.
- Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage.
- Able to perform very simple algebra.
- Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias.
Skills
- Strong oral and written communication skills.
- Sound judgment.
- PC proficiency, especially in Microsoft Word, Excel, etc.
- Proven track record in working within a Banking Center.
- Must be able to work in a fast-paced environment with demonstrated ability to handle multiple competing tasks and demands.
- Well organized.
- Ability to work under pressure.
- Ability to work with different departments to collaborate on needs of the customers.
- Excellent planning and organizational skills, including the ability to work independently on projects of high complexity with minimal supervision.
- Ability to multitask is essential.
Location
- Onsite
Work Type
- Full-time
Experience Level
- 1 year
Education Level
- High School Diploma
About the Company
- Prosperity Bank is an Equal Opportunity Employer.
Equal Opportunity
- Prosperity Bank is an Equal Opportunity Employer.