Commercial Relationship Specialist (Full Time) - Bee Caves

Prosperity Bank; Austin (TX); On-site; USD 52,000 - 78,000; Full time

Job summary

Prosperity Bank is seeking a Commercial Relationship Specialist to support the banking center team in Austin, TX. The role focuses on servicing commercial clients and maintaining strong customer relationships.

You will open and manage commercial deposit accounts, collaborate with lenders and treasury teams, and ensure accurate documentation and regulatory compliance. A high level of client satisfaction and integrity is essential.

Qualifications

• High School Diploma or equivalent.
• Experience in customer service and banking preferred.
• Knowledge of bank products and regulatory requirements.

Responsibilities

• Open, maintain, and service commercial deposit accounts.
• Collaborate with lenders and treasury teams to offer banking solutions.
• Ensure high level of client satisfaction and compliance.
• Review documentation and regulatory requirements for accuracy.
• Protect customers from fraudulent activity and resolve issues.

Skills

Strong communication

Problem solving

Multitasking

Organization

Team collaboration

Attention to detail

Customer focus

Conflict resolution

PC proficiency

Education

High School Diploma

Job description

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.

SUPERVISORY RESPONSIBILITIES

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.