Commercial Relationship Specialist (Full Time) - Bee Caves

Prosperity Bank and Trust Co; Austin (TX); Sur place; USD 60 000 - 75 000; Plein temps

Résumé du poste

Prosperity Bank and Trust Co. in Austin, TX seeks a Commercial Relationship Specialist (Full Time) to manage commercial deposit accounts and provide expert banking solutions.

You will partner with lenders, treasury teams, and product specialists to serve commercial clients and resolve issues efficiently. The role requires knowledge of deposit products, strong communication, and the ability to work in a fast-paced environment.

Qualifications

• 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.
• Ability to represent the Bank effectively in a variety of settings and with diverse customers.
• Well organized.
• Ability to work under pressure.
• Ability to work with different departments to collaborate on needs of the customers.
• Adhere to Prosperity Bank Policy and Procedures.
• Ability to review and clear account exceptions weekly.
• Excellent planning and organizational skills, including the ability to work independently on projects of high complexity with minimal supervision.
• Ability to multitask is essential.

Responsabilités

• 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 as needed
• 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

Connaissances

Communication skills

multitasking

Judgment

Organizational skills

Team collaboration

Pressure handling

Formation

High School Diploma

Outils

Microsoft Word

Microsoft Excel

Description du poste

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Commercial Relationship Specialist (Full Time) - Bee Caves

WESTLAKE ASSOC Full Time Specialist NonExempt Austin, TX, US

Prosperity Bank is an Equal Opportunity Employer.

POSITION PURPOSE

The Commercial Relationship Specialist provides knowledge, support, and commercial account expertise, to the banking center team to ensure strong Commercial customer relationships are maintained and challenges are resolved quickly and in a professional manner. Servicing commercial clients will be the primary focus.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

Responsible for:

• 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 as needed
• 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

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time.

SUPERVISORYRESPONSIBILITIES: This role has no direct supervisory responsibilities.

QUALIFICATIONS

Education/Certification:

High School Diploma or its equivalent.

Required Knowledge:

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.

Experience Required:

1-year New Account opening of all aspects of Customer Service, retail, and commercial.

Skills/Abilities:

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.

Ability to represent the Bank effectively in a variety of settings and with diverse customers.

Well organized.

Ability to work under pressure.

Ability to work with different departments to collaborate on needs of the customers.

Adhere to Prosperity Bank Policy and Procedures.

Ability to review and clear account exceptions weekly.

Excellent planning and organizational skills, including the ability to work independently on projects of high complexity with minimal supervision.

Ability to multitask is essential.

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

TALKING:

Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

AVERAGE HEARING:

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

REPETITIVE MOTION:

Movements frequently and regularly require 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.

WORKING CONDITIONS

NONE:

No hazardous or significantly unpleasant conditions (such as in a typical office).

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

REASONING ABILITY:

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:

Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage.

Able to perform very simple algebra.

LANGUAGE ABILITY:

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