Strategic Commercial Banking Relationships Specialist

Prosperity Bank and Trust Co

Austin (TX)

On-site

USD 60,000 - 75,000

Full time

5 days ago
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Job summary

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.

Responsibilities

  • 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

Skills

Communication skills
multitasking
Judgment
Organizational skills
Team collaboration
Pressure handling

Education

High School Diploma

Tools

Microsoft Word
Microsoft Excel

Job description

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.

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