Commercial Onboarding & Account Servicing Specialist

Third Coast Bank; Austin (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Third Coast Bank in Austin, TX is seeking a Commercial Operations Specialist to support commercial customers through the deposit lifecycle, from onboarding to ongoing servicing. You will own requests from intake to completion, coordinate documentation, account setup, product fulfillment, and digital access to ensure a consistent customer experience.

This role collaborates with Retail Banking, Treasury Management, Lending, and Compliance, requiring strong customer service, organization, and

Qualifications

• High school diploma or equivalent required; associate's or bachelor's degree preferred.
• 1+ years banking, deposit operations, commercial account opening, or related financial services experience preferred.
• Working knowledge of business entity documentation, CIP, beneficial ownership, commercial deposit products, account maintenance, and operational controls preferred.
• Strong customer service, communication, organization, problem-solving, and attention-to-detail skills.
• Ability to manage multiple requests, meet deadlines, and work effectively across departments.

Responsibilities

• Manage commercial account opening requests from intake to activation and completion.
• Communicate with customers and relationship teams on requirements, status, next steps.
• Review business entity documents, CIP, ownership, signer information, tax docs for completeness.
• Prepare and process commercial deposit account opening documents per procedures.
• Coordinate onboarding and servicing activities, including debit cards and online banking access.
• Coordinate handoffs to Treasury Management when treasury products are requested.
• Follow up after onboarding to confirm access, activation, and item resolution.
• Handle servicing requests like account maintenance, signer changes, address updates, closures.
• Research and resolve customer questions, ownership until completion.
• Assist customers with online banking access and password resets.
• Monitor queues, tickets, and follow-ups to meet service expectations.
• Maintain accurate records and documentation.
• Escalate documentation concerns, policy exceptions, fraud, risk, or system issues.
• Collaborate with Retail Banking, Treasury Management, Lending, Compliance, BSA, Fraud to resolve requests.
• Support procedures, training, cross-training, process improvements, and special projects.
• Perform other duties as assigned.

Skills

Customer service

Communication

Organization

Problem-solving

Attention to detail

Education

High school diploma

Associate or Bachelor's degree preferred

Tools

Banking systems

Ticketing tools

Digital banking platforms

Microsoft Office

Job description

Third Coast Bank in Austin, TX is seeking a Commercial Operations Specialist to support commercial customers through the deposit lifecycle, from onboarding to ongoing servicing. You will own requests from intake to completion, coordinate documentation, account setup, product fulfillment, and digital access to ensure a consistent customer experience.

This role collaborates with Retail Banking, Treasury Management, Lending, and Compliance, requiring strong customer service, organization, and