3 дня назад
Commercial Relationship Service Specialist Senior (Commercial Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Commercial Relationship Service Specialist Senior (Commercial Banking): Managing complex commercial customer relationships, onboarding deposit and loan accounts, and supporting treasury management services with an accent on customer experience, operational oversight, and risk management. Focus on resolving complex issues, approving multi-million-dollar transactions, guiding service colleagues, and facilitating workflows for large and sensitive commercial customers.
Location: Houston, TX; office-based
Company
provides commercial banking, deposit, lending, treasury management, and relationship services.
What you will do
- Serve as the primary point of contact for assigned commercial customers and Relationship Managers.
- Resolve complex customer, operational, and risk issues independently while ensuring adherence to bank policies and procedures.
- Manage onboarding and end-to-end servicing for complex commercial deposit and loan accounts.
- Support relationship growth through treasury management and commercial banking products.
- Attend customer, deal team, and business segment meetings while staying aligned with relationship plans and priorities.
- Guide service colleagues and partners, establish workflows, and lead projects and bank initiatives.
Requirements
- High school diploma, GED, or equivalent required; bachelor’s degree preferred.
- 5–7+ years of commercial banking experience focused on deposits, loans, treasury management, customer service, or banking operations.
- Experience managing complex customers, commercial accounts, transactions, and onboarding activities.
- Strong written and verbal communication, facilitation, negotiation, organization, critical thinking, and analytical skills.
- Ability to work independently, collaborate across organizational levels, and mentor, coach, and train colleagues.
- Proficiency with Microsoft Office and other digital resources.
Culture & Benefits
- Office workplace model with specific work arrangements provided by the hiring team.
- Emphasis on strong customer relationships, professional communication, collaboration, and commercial banking culture.
- Exempt position and full-time employment.
- Equal opportunity and tobacco-free hiring practices.
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