Comml Relationship Spec
About The Position
The Commercial Relationship Specialist role provides a highly skilled level of support to Relationship Managers and Clients within Commercial Banking while maintaining and supporting the development of relationships with customers and internal partners. Primary Responsibilities Assist Relationship Manager(s) by performing daily support activities related to client relationships and keep respective Relationship Manager informed when appropriate Act as point of contact for Commercial Banking clients for all servicing requests related to client relationship Manage post-closing requirements such as exception citing's, collateral perfections, covenant items, etc. Work closely with Treasury Management team to successfully onboard new Deposit Account and Treasury Services for clients as well as provide guidance to clients to the appropriate resource for servicing and assistance Maintain client records for both loan and deposit accounts Provide professional and courteous customer service while answering questions, researching issues, and providing resolutions as needed Facilitate loan payoffs and collateral release requests Assist with Analysis Refund requests Facilitate no-pin wires Assist with transfers Handle customer overdraft communication and decisioning Provide and assist with Loan and Deposit Account information/documentation
Requirements
- High School Diploma or GED and three (3) years general banking experience
- Bachelor's degree and two (2) years banking or client support experience
Responsibilities
- Assist Relationship Manager(s) by performing daily support activities related to client relationships and keep respective Relationship Manager informed when appropriate
- Act as point of contact for Commercial Banking clients for all servicing requests related to client relationship
- Manage post-closing requirements such as exception citing's, collateral perfections, covenant items, etc.
- Work closely with Treasury Management team to successfully onboard new Deposit Account and Treasury Services for clients as well as provide guidance to clients to the appropriate resource for servicing and assistance
- Maintain client records for both loan and deposit accounts
- Provide professional and courteous customer service while answering questions, researching issues, and providing resolutions as needed
- Facilitate loan payoffs and collateral release requests
- Assist with Analysis Refund requests
- Facilitate no-pin wires
- Assist with transfers
- Handle customer overdraft communication and decisioning
- Provide and assist with Loan and Deposit Account information/documentation
Benefits
- Paid Time Off
- a 401(k) matching program
- annual incentive pay
- paid holidays
- a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- health savings, flexible spending, and dependent care accounts
- adoption assistance
- an employee assistance program
- fitness reimbursement
- tuition reimbursement
- an associate wellbeing program
- an associate emergency fund
- various associate banking benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
