Prosperity Bank

Commercial Client Services Professional

Prosperity Bank

full-time

Posted on:

Location Type: Office

Location: Dallas • Texas • United States

Visit company website

Explore more

✨ AI Apply
Apply

Job Level

Junior

About the role

  • 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.

Requirements

  • Bachelor’s degree in Business or related degree or equivalent work experience.
  • One year of experience in bank operations/commercial client service.
  • 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.
Benefits
  • Prosperity Bank is an Equal Opportunity Employer.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
cash management principlesbank operationscommercial client service
Soft Skills
time managementorganizational skillsplanning skillsattention to detailverbal communicationwritten communicationinterpersonal skillsresourcefulnessability to learncultural sensitivity
Certifications
Bachelor’s degree in Business