Commercial Relationship Associate II

Genesee Regional Bank•Rochester, NY

4d•Onsite

About The Position

The Commercial Relationship Associate II is responsible for all aspects of day-to-day service delivery for the bank’s Commercial clients. Understands and delivers upon the bank’s expectations for a Remarkable Client Experience. Partners effectively with internal colleagues to understand client needs, resolve issues and communicate status. Handles more complex client needs and serves as a mentor for less experienced team members.

Requirements

Associates Degree with a minimum of 5 years of commercial banking service delivery experience, or the equivalent combination of education and experience.
Provide a remarkable client experience.
Greet clients with warmth, genuine interest and a smile.
Lead by example.
Identify current or potential problems, take ownership and see them through to resolution.
Act as a unified team.
Possess strong interpersonal skills including the ability to proactively communicate with and help others, within and across departments.
Ability to work independently.
Seek and incorporate feedback on your performance from management, coworkers and clients.
Demonstrated PC literacy.
Working knowledge of Banking Policies and Procedures
Demonstrated organization and project management skills
Analytical, problem solving and decision-making abilities.

Responsibilities

Handle routine client service requests/needs including but not limited to loan and deposit account inquiries and maintenance, general research and problem resolution, and debit card issues.
Execute client transaction requests including line draws, loan pay downs, wire transfers, account transfers and bank checks.
Provide support to Commercial clients related to online banking, bill pay, ATM/Debit cards and basic Treasury Management requests; appropriately handoff more complex issues to TM/MS colleagues.
Handle and/or assist with more complex or escalated client needs such as online/foreign wires, fraud issues, migration of clients to digital platform, etc.
Cross-trained and able to handle more complex digital/TM client needs.
Coordinate account opening requests with client and Relationship Manager (RM), including the collection, verification and input of Know Your Customer (KYC) information.
Partner with RM and Treasury Management Sales to seamlessly onboard new client relationships.
Handle daily insufficient funds review and activity; communicate with clients and RM's to ensure resolution.
Process ACH line increases per customer request.
Process estate account transactions and maintenance.
Update customer data in bank's CRM system as required.
Provide back up and redundancy for Operations Associate and Professional Practice RA.
Consistently operate within the bank's compliance and procedural expectations.
Cross train with Commercial Associate, Professional Practice RA and TM/MS Support team members.
Mentor less experienced team members; mentor Retail team members to increase their understanding of Commercial client service delivery.
Provide medallion signature guaranty; may include onsite client visits as needed.
May provide training to new employees as requested by manager.
Active participation in demonstrating the behaviors outlined in the GRB Experience.
Cross sell commercial relationships where applicable
Respond to requests for credit inquiries as needed.
Prepare invoice payments for all commercial check orders.
Assist Relationship Managers in clearing loan exceptions.
Other duties as assigned by manager.