Commercial Client Services Professional - Sterling Plaza

Prosperity Bank; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Prosperity Bank is seeking a Commercial Client Service Professional (CSP) to serve as the day-to-day liaison for our commercial clients, providing technical and operational support for Treasury Services and bank accounts.

You will resolve issues across departments, facilitate account openings, manage requests, and maintain client relationships in a fast-paced environment. Strong communication and multitasking are essential to succeed in this role.

Qualifications

• Bachelor's degree in Business or related field or equivalent work experience.
• 1 year of experience in bank operations/commercial client service.

Responsibilities

• Interpret and resolve operational and technical issues regarding client bank accounts and Treasury Services.
• Respond to all clients within three phone rings and update on status the same day.
• Input and track all operational/technical issues in the team tracking system.
• Adhere to the sundown policy.
• Identify opportunities to streamline and enhance delivery of bank accounts and Treasury Services.
• Facilitate bank account opening for onboarding of Treasury Services and revenue generation.
• Serve as a primary contact for the client.
• Maintain current knowledge of clients’ businesses and Treasury Services provided.
• Identify and refer cross-sell opportunities.
• Monitor accounts and services for client satisfaction.
• Make in-person calls with Treasury Services Sales Officers to develop client relationships.
• Assist with special projects, data mining, and analysis.

Skills

Cash management

Client relationships

Independent work

Verbal & written communication

Time management

Attention to detail

MS Office (Word/PowerPoint/Excel)

Cultural sensitivity

Research skills

Education

Bachelor's degree in Business or related field

Tools

Word

PowerPoint

Excel

Job description

POSITION PURPOSE

The Commercial Client Service Professional (CSP) is the day-to-day liaison between our commercial banking clients and Prosperity Bank providing technical and operational support for our Treasury Services solutions suite and bank accounts. The CSP resolves client issues working across various departments and teams including but not limited to Treasury Services Operations, Deposit Operations, Loan Operations, Retail branches, Treasury, and Credit. The individual must be able to balance multiple tasks and priorities in a fast paced, rapidly changing environment. Expectations include adherence to the "sundown" rule for responding to clients, facilitating account opening, tracking incoming and outgoing requests, and maintaining department electronic files. Additional duties include in-person meetings with clients and prospects, projects as assigned, participation in the sales process, and other tasks as assigned.

Essential Functions And Basic Duties

• Interprets and resolves operational and technical issues regarding client bank accounts and Treasury Services
• Responds to all clients within three phone rings and updates the client on the status of all issues on a same day basis
• Inputs and tracks all operational/technical issues in the bank Client Service Team tracking system on a timely basis
• Adheres to the "sundown" policy
• Identifies and articulates opportunities to streamline and enhance the delivery of bank accounts and Treasury Services
• Facilitates bank account opening to ensure timely onboarding of Treasury Services and revenue generation for the bank
• Serves as a primary contact for the client
• Maintains current knowledge of clients’ businesses and the Treasury Services we provide
• Identifies and refers cross-sell opportunities
• Monitors accounts and services to ensure client satisfaction
• Makes in-person calls (frequently with Treasury Services Sales Officers) to develop strong client relationships
• Assist with special projects, data mining, analysis of client account, service, and activity

Qualifications

Education/Certification:

Bachelor's degree in Business or related degree or equivalent work experience.

Experience Required

One year of experience in bank operations/commercial client service.

Skills/Abilities

• Understanding of cash management principles and practices.
• Demonstrated willingness to learn, implement feedback, and act.
• Ability to develop working relationships with clients/prospects and colleagues.
• Ability to work independently.
• Excellent verbal and written communication skills.
• Strong time management, organizational, and planning skills.
• Strong attention to detail.
• Ability to use various PC and internet-based systems including but not limited to Word, PowerPoint, and Excel.
• Strong cultural sensitivity and awareness.
• Demonstrated resourcefulness and ability to research issues and conflicts for best resolutions.

Talking

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

Average Hearing

Able to hear average or normal conversations and receive ordinary information.

Repetitive Motion

Movements frequently and regularly required using the wrists, hands, and/or fingers.

Average Visual Abilities

Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.

Physical Strength

Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs).

WORKING CONDITIONS

None: No hazardous or significantly unpleasant conditions (such as in a typical office).

Reasoning Ability

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

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.

Mathematics Ability

Strong math skills including ability to balance accounts; add, subtract, multiply, and divide in all units of measure using whole numbers, common fractions, and decimals; locate common mathematical errors

Language Ability

Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias.

Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style.

Ability to conduct training, communicates at panel discussions, and make professional presentations.

Monday - Friday: 8:00AM - 5:00PM

Prosperity Bank is an Equal Opportunity Employer.