Commercial Onboarding & Servicing Specialist

Third Coast Bank; Humble (TX); On-site; USD 46,000 - 62,000; Full time

Job summary

Third Coast Bank is seeking a Commercial Operations Specialist to support commercial customers through onboarding, implementation, and ongoing servicing. You will own assigned requests from intake to completion, communicating with customers and internal partners, coordinating documentation, product fulfillment, and digital access to deliver an accurate customer experience.

The role is cross-trained across onboarding and servicing and may assist with digital banking support as assigned.

Qualifications

• High school diploma or equivalent required; associate’s or bachelor’s degree preferred.
• One or more years of banking, deposit operations, commercial account opening, account servicing, digital banking support, treasury support, 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, follow procedures, and work effectively across departments.
• Ability to learn and use banking systems, workflow or ticketing tools, digital banking platforms, and Microsoft Office applications.

Responsibilities

• Manage assigned commercial account opening requests from intake through activation and completion of related services.
• Communicate with customers and relationship teams regarding requirements, status, open items, and next steps.
• Review business entity documents, CIP, ownership, signer information, tax documentation for completeness and accuracy.
• Prepare and process commercial deposit account opening documentation per procedures and controls.
• Coordinate non-Treasury onboarding activities like debit cards, online banking access, and transfers.
• Coordinate introductions to Treasury Management when Treasury products are requested.
• Follow up after onboarding to confirm access, delivery, and service activation.
• Process account servicing requests including maintenance, signer changes, address updates, closures, and stop payments.
• Research and resolve customer questions and operational issues, owning the case until completion.
• Assist customers with online banking access, user maintenance, and password resets within authority.
• Monitor work queues, emails, tickets, and documentation to support service expectations.
• Maintain accurate customer records and evidence of completed work.
• Collaborate with Retail Banking, Treasury Management, Lending, and other internal partners to resolve requests.
• Support procedures, training, cross-training, testing, improvements, and special projects.
• Perform other duties as assigned.

Skills

Customer service

Communication

Organization

Problem-solving

Attention to detail

Education

High school diploma or equivalent

Associate’s or bachelor’s degree preferred

Tools

Banking systems

Workflow/ticketing tools

Microsoft Office

Job description

Third Coast Bank is seeking a Commercial Operations Specialist to support commercial customers through onboarding, implementation, and ongoing servicing. You will own assigned requests from intake to completion, communicating with customers and internal partners, coordinating documentation, product fulfillment, and digital access to deliver an accurate customer experience.

The role is cross-trained across onboarding and servicing and may assist with digital banking support as assigned.