Commercial Client Services Professional (FT) - Sterling Plaza

POSITION PURPOSE

The Commercial Client Service Professional (CSP) is the day-to-day liaison between our commercial banking clients and Prosperity Bank providing technical and operational support for our Treasury Services solutions suite and bank accounts.  The CSP resolves client issues working across various departments and teams including but not limited to Treasury Services Operations, Deposit Operations, Loan Operations, Retail branches, Treasury, and Credit.  The individual must be able to balance multiple tasks and priorities in a fast paced, rapidly changing environment.  Expectations include adherence to the “sundown” rule for responding to clients, facilitating account opening, tracking incoming and outgoing requests, and maintaining department electronic files.  Additional duties include in-person meetings with clients and prospects, projects as assigned, participation in the sales process, and other tasks as assigned. 

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1. Interprets and resolves operational and technical issues regarding client bank accounts and Treasury Services
2. Responds to all clients within three phone rings and updates the client on the status of all issues on a same day basis
3. Inputs and tracks all operational/technical issues in the bank Client Service Team tracking system on a timely basis
4. Adheres to the “sundown policy”
5. Identifies and articulates opportunities to streamline and enhance the delivery of bank accounts and Treasury Services
6. Facilitates bank account opening to ensure timely onboarding of Treasury Services and revenue generation for the bank
7. Serves as a primary contact for the client
8. Maintains current knowledge of clients’ businesses and the Treasury Services we provide
9. Identifies and refers cross-sell opportunities
10. Monitors accounts and services to ensure client satisfaction
11. Makes in-person calls (frequently with Treasury Services Sales Officers) to develop strong client relationships
12. Assist with special projects, data mining, analysis of client account, service, and activity

    
    

SUPERVISORY RESPONSIBILITIES:

This role has no supervisory responsibilities.

QUALIFICATIONS

Education/Certification:  Bachelor’s degree in Business or related degree or equivalent work experience

Required Knowledge:        

Experience Required: One year of experience in bank operations/commercial client service 

Skills/Abilities: Understanding of cash management principles and practices

Demonstrated willingness to learn, implement feedback, and act

Ability to develop working relationships with clients/prospects and colleagues 

Ability to work independently

Excellent verbal and written communication skills 

Strong time management, organizational, and planning skills 

Strong attention to detail

Ability to use various PC and internet-based systems including but not limited to Word, PowerPoint, and Excel

Strong cultural sensitivity and awareness 

Demonstrated resourcefulness and ability to research issues and conflicts for best resolutions