Third Coast Bank · 1 month ago
Relationship Support Specialist
Third Coast Bank is seeking a Relationship Support Specialist to provide administrative, operational, and client service support to the Commercial Banking team. This role is ideal for individuals with retail banking or customer service experience who want to develop into a Commercial Banking career path, assisting with basic lending and deposit functions and ensuring smooth coordination across internal departments.
BankingFinancial Services
Responsibilities
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
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
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
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
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
Qualification
Required
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
Preferred
college coursework or degree preferred
1–3 years of banking, financial services, or retail banking experience preferred
Company
Third Coast Bank
Welcome to Third Coast Bank, where we are charting the course to success for Texas business.
Funding
Current Stage
Public CompanyTotal Funding
$210MKey Investors
EJF Capital
2025-06-04Post Ipo Debt· $150M
2024-09-16Post Ipo Debt· $60M
2021-11-09IPO
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