NC-REMOTE)

Atlantic Union Bank Careers•Richmond, VA

3d•Remote

About The Position

This position provides direct support to the Business Banking client around onboarding, sales and service and ongoing client relationship management in coordination with the Business Banking Relationship Managers and Business Banking Team Leaders. Develops and facilitates the client’s engagement through managing customer relationships, customer service interaction, credit and deposit services processes and other client/internal support responsibilities. Position Accountabilities Coordinate client sales and service execution with Business Banking Teams and partner groups. Ensure that daily incoming customer requests, inquiries and escalated issues are solved in a consistent, professional manner. Serve as backup to other Relationship Specialists as needed. Research, troubleshoot and solve customer issues and communicate “best practices” to enable consistent solutions are being developed to achieve top level customer service. Facilitate reporting for Business Banking teams and stakeholders to actively manage work flow around client sales, compliance, credit management, renewals and partner referrals. Adhere to all applicable laws and regulations governing bank operations, as well as conformity with the bank’s loan documentation & administration policies. Facilitate new account deposit openings and manage the cross-sell implementation of all related product set-ups. Actively manage overdrafts and loan payment issues needing correction. Manage the communication, development and documentation of all policies and procedures. Create common knowledge within teams and consistent execution of Business Banking customer service procedures. Participation in projects, initiatives and committees to develop efficient, streamlined work processes. Open Business Banking deposit accounts according to guidelines and procedures. Facilitate cross-sell of related products with new deposit openings. Process payments, advances on loans, account maintenance, research on client accounts include maintaining files and clearing exceptions as needed. Adhere to all applicable laws and regulations governing bank operations Work directly with Centralized Doc Support on preliminary loan closing requirements such as flood certifications, credit reports, appraisals, environmental reports, UCC searches, or other reports as needed. Prepare tickets and/or wire transfers as needed Prepare pay off quotes and handle releases Work directly with Centralized Doc Support as it pertains to business banking loan closing packages Performs other duties as assigned

Requirements

High school diploma or equivalent
Five+ years business, retail banking or industry related experience required
Working knowledge of Laser Pro or comparable document preparation banking software
Superior customer service skills
Excellent computer skills relevant to Microsoft Office Suites
Excellent communication skills
Well organized with attention to detail
Ability to prioritize and manage multiple priorities
Flexible, able to adapt to change
Superior time management and problem solving skills
Ability to work independently as well as within a team environment
Analytical skills

Nice To Haves

Customer service and Business Loan experience a plus.

Responsibilities

Coordinate client sales and service execution with Business Banking Teams and partner groups.
Ensure that daily incoming customer requests, inquiries and escalated issues are solved in a consistent, professional manner.
Serve as backup to other Relationship Specialists as needed.
Research, troubleshoot and solve customer issues and communicate “best practices” to enable consistent solutions are being developed to achieve top level customer service.
Facilitate reporting for Business Banking teams and stakeholders to actively manage work flow around client sales, compliance, credit management, renewals and partner referrals.
Adhere to all applicable laws and regulations governing bank operations, as well as conformity with the bank’s loan documentation & administration policies.
Facilitate new account deposit openings and manage the cross-sell implementation of all related product set-ups.
Actively manage overdrafts and loan payment issues needing correction.
Manage the communication, development and documentation of all policies and procedures.
Create common knowledge within teams and consistent execution of Business Banking customer service procedures.
Participation in projects, initiatives and committees to develop efficient, streamlined work processes.
Open Business Banking deposit accounts according to guidelines and procedures.
Facilitate cross-sell of related products with new deposit openings.
Process payments, advances on loans, account maintenance, research on client accounts include maintaining files and clearing exceptions as needed.
Adhere to all applicable laws and regulations governing bank operations
Work directly with Centralized Doc Support on preliminary loan closing requirements such as flood certifications, credit reports, appraisals, environmental reports, UCC searches, or other reports as needed.
Prepare tickets and/or wire transfers as needed
Prepare pay off quotes and handle releases
Work directly with Centralized Doc Support as it pertains to business banking loan closing packages
Performs other duties as assigned