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 products; partners with lenders, Treasury Management teams, and other specialists; and supports customer satisfaction, compliance, accurate wire processing, fraud prevention, and resolution of account issues.

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 with all aspects of new account opening and customer service in retail and commercial settings.
Strong oral and written communication skills.
Sound judgment.
PC proficiency, especially in Microsoft Word and Excel.
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 a variety of settings and with diverse customers.
Well organized, with the ability to work under pressure.
Ability to collaborate with different departments to address customer needs.
Excellent planning and organizational skills, including the ability to work independently on complex projects with minimal supervision.
Ability to apply logical or scientific thinking to define problems, collect data, establish facts, and draw conclusions; interpret technical instructions and deal with multiple variables.
Ability to perform calculations involving discounts, interest, profit and loss, commissions, markup, selling price, ratios, proportions, and percentages, and to perform simple algebra.
Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias.

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