Client Specialist/Relationship Support Manager - Commercial Banking Admin BRO

WesBanco Bank•Fort Lauderdale, FL

23h

About The Position

The Commercial Relationship Support Manager supports the Commercial Banking line of business by providing service and operational support to associates and clients. The role manages client requests, facilitates account operations, and helps ensure that documentation and transactions are accurate and complete. As a liaison among clients, associates, and internal partners, the position supports a seamless client experience and growth initiatives, with an emphasis on relationship management and servicing teams and their client portfolios. The role supports commercial lending and deposit activities, including annual line-of-credit renewals and relationship reviews, new account openings, credit request submissions, loan documentation and closings, loan advances and funding, and account maintenance. It also reviews commercial construction draw packages, coordinates third-party reports and project inspections, gathers due-diligence and compliance information, and assists with resolving documentation and account exceptions. The position responds to client inquiries, conducts account research, processes fraud claims, and identifies relevant opportunities to recommend additional bank products and services. The successful candidate is expected to provide highly differentiated customer service, maintain a professional and collaborative demeanor, and communicate clearly in writing and verbally. Because banking is highly regulated, the employee must develop and maintain proficiency in bank policies and procedures, follow applicable laws and regulations, and complete assigned compliance training on time.

Requirements

High school diploma or equivalent required.
Minimum of two years of relevant banking experience required.
Strong analytical abilities and credit underwriting skills.
Ability to work collaboratively in a team environment and under occasional time constraints.
Ability to read, analyze, and interpret financial reports and legal documents; perform simple to complex calculations; and research, analyze, and evaluate information to make decisions, solve problems, and achieve goals.
Ability to write reports, business correspondence, and procedure manuals.
Ability to present information effectively and respond to questions from managers, clients, customers, and the general public.
Ability to work with mathematical concepts such as probability and statistical inference.
Ability to apply common-sense understanding to written, oral, or diagrammed instructions and address problems involving several concrete variables in standardized situations.
Proficiency in Microsoft Office products, including Word, Outlook, and Excel.
Professional demeanor, strong interpersonal relations, work ethic, and attitude.
Clear, concise, effective written and oral communication skills to express ideas to management, bank employees, and customers in a collaborative, solutions-oriented manner.
Willingness to provide a level of customer service that differentiates the Bank from its competitors.

Nice To Haves

Bachelor’s degree in Business Administration preferred.

Responsibilities

Practice the standards of the Bank’s Mission, Vision, and Pledge.
Understand the commercial loan products and services offered by the Bank.
Assist with preparation of annual line-of-credit renewals and coordinate annual relationship reviews.
Meet with clients alongside Commercial Bankers, as applicable.
Assist with opening new accounts and obtain complete, accurate client documentation.
Enter information into the lending system in conjunction with and on behalf of the Commercial Banker.
Facilitate submissions of credit requests into commercial processing software and use checklists to confirm required information and due diligence are complete.
Engage, coordinate, and review third-party reports, including appraisals, environmental reports, inspections, and borrowing base certificates.
Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information for compliance requirements.
Image and index deposit and client documentation for proper recordkeeping.
Perform account maintenance, including adding or removing signers and updating client records.
Maintain direct client contact information to collect financial and other information and manage the portfolio.
Analyze commercial construction draw packages for completeness and accuracy and recommend approval or denial of requested draw amounts.
Receive, review, and balance construction draw documentation, including budgets, inspection reports, title updates, and lien waivers.
Review documentation and disbursements to ensure funds have been properly disbursed.
Order project inspections and title updates and review them for compliance.
Communicate with customers about issues related to construction draws.
Respond to client inquiries about bank products, services, account details, and policies; conduct account research and file and process fraud claims.
Identify cross-selling opportunities and recommend bank products and services aligned with clients’ operational needs.
Use knowledge of banking systems, internal processes, tools, resources, and controls designed to protect the Bank and clients.
Research and resolve loan, collateral, and deposit documentation exceptions and assist with past-due items.
Support relationship teams with loan payments and fees, line-of-credit advances, and funding loan proceeds.
Support the Commercial Banker with commercial loan closings, including communication with the Commercial Closing Officer and coordination with outside service providers such as attorneys, accountants, insurance providers, and government agencies.
Collaborate with Loan Operations, Treasury Management, and Deposit Operations to ensure ongoing monitoring of clients’ lending, depository, and Treasury Management services.
Complete other duties and responsibilities as assigned.
Maintain proficiency in Bank policies and procedures, comply with applicable laws, rules, and regulations, and complete assigned compliance training in a timely manner.