THIRD COAST BANK

Compensation

Full Description

The Relationship Support Specialist provides administrative, operational, and client service support to the Commercial Banking team. This entry-level role is ideal for individuals with retail banking or customer service experience who want to develop into a Commercial Banking career path. The Specialist supports basic lending and deposit functions, assists Relationship Assistant’s with daily client needs, and ensures smooth coordination across internal departments. Essential Functions: Client Service & Communication • Serves as a first-line point of contact for clients, providing excellent service, answering questions, and helping resolve general inquiries. • Communicates daily with clients via phone, email, and in-person interactions on behalf of Relationship Managers. • Supports Relationship Managers with servicing requests, account questions, and onboarding needs. • Maintains a professional, positive, and customer-focused approach in all interactions. Loan Support & Documentation • Assists in gathering required documentation for new loans, renewals, and extensions. • Helps monitor reports for past-due or maturing loans and coordinates follow-up with Relationship Managers. • Requests documents from internal departments and ensures they are completed and routed appropriately. • Participates in coordinating loan closings by scheduling, communicating with third parties, and preparing required materials. • Organizes and maintains electronic and physical loan files to support accurate recordkeeping. Operational Support • Provides administrative support, including organizing files, scheduling, routing calls, and preparing customer correspondence. • Assists with basic account maintenance such as stop payments, refunds, transfers, debit card updates, and online banking setup. • Prepares new account packages for commercial and consumer clients. • Assists with compiling reports related to loan and deposit activity. • Supports Relationship Managers during absences by helping address routine customer requests within assigned authority. Cross-Department Coordination • Works closely with Loan Operations, Loan Administration, Treasury Management, and Branch teams to ensure smooth processing of customer needs. • Develops working knowledge of commercial banking products and services to support client onboarding and service requests. • Follows bank policies, procedures, and compliance requirements in all daily tasks. Additional Responsibilities • Maintains accurate records, monitors follow-up items, and assists with gathering materials for credit renewals. • Supports team goals, contributes to a positive work environment, and completes special projects as assigned. • Performs all other duties as assigned. Education & Experience Requirements • High school diploma or GED required; college coursework or degree preferred. • 1–3 years of banking, financial services, or retail banking experience preferred. • Strong customer service skills with the ability to communicate effectively in person, by phone, and via email. • Basic understanding of bank products and services; interest in learning Commercial Banking. • Proficiency with Microsoft Office and ability to learn banking systems quickly. • Strong organizational skills, attention to detail, and ability to manage multiple tasks. • Solid math skills and ability to perform standard calculations. • Team-oriented with a willingness to learn, ask questions, and support the broader Commercial Banking group. • Valid driver’s license and reliable transportation if job duties require travel. Supervisory Responsibility: This position has no supervisory responsibilities. Job Type: This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Travel: No travel is expected for this position.