Commercial Relationship Specialist (Full Time) - Bee Caves

PROSPERITY BANK•Austin, TX

About The Position

The Commercial Relationship Specialist provides knowledge, support, and commercial account expertise to the banking center team, helping maintain strong commercial customer relationships and resolve challenges promptly and professionally. Servicing commercial clients is the primary focus. The role opens, maintains, and services commercial deposit accounts and related banking products; partners with lenders, treasury management teams, and other banking specialists to provide comprehensive solutions; and supports customer satisfaction, accuracy, compliance, and fraud prevention. This position has no direct supervisory responsibilities. The position is based in a typical office environment with no hazardous or significantly unpleasant conditions. It involves primarily sedentary work, with sitting most of the time and occasionally exerting up to 10 pounds of force. Frequent talking and repetitive use of the wrists, hands, or fingers are required. The schedule is Monday through Friday, 7:30 a.m. to 5:30 p.m.

Requirements

High school diploma or equivalent.
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.
One year of experience in all aspects of new account opening and customer service in retail and commercial settings.
Strong oral and written communication skills.
Sound judgment and the ability to handle sensitive information confidentially.
PC proficiency, especially in Microsoft Word and Excel.
A proven track record working within a banking center.
Ability to work in a fast-paced environment and handle multiple competing tasks and demands.
Ability to represent the bank effectively in varied settings and with diverse customers.
Strong organization, planning, and independent-work skills, including the ability to handle complex projects with minimal supervision.
Ability to work under pressure and collaborate with different departments to address customer needs.
Ability to apply logical or scientific thinking to define problems, collect data, establish facts, and draw conclusions; interpret technical instructions and handle multiple variables.
Ability to calculate discounts, interest, profit and loss, commission, markup, selling price, ratios, proportions, and percentages, and perform simple algebra.
Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias.
Ability to talk frequently and convey detailed or important information accurately, loudly, or quickly.
Average hearing and visual acuity.
Ability to perform frequent repetitive wrist, hand, and finger movements.
Ability to perform sedentary work, sitting most of the time, and occasionally exert up to 10 pounds of force.

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 commercial wire requests as needed and ensure their accuracy.
Maintain extensive knowledge of complex deposit products.
Work with Treasury Support, the Sales Team, and lenders to protect customers from fraudulent activity.
Collaborate with internal business partners to resolve customer account issues.
Review and clear account exceptions weekly.
Adhere to Prosperity Bank policies and procedures.