Commercial Relationship Specialist
About The Position
The Commercial Relationship Specialist provides administrative, production, portfolio management, and compliance support to Market Executives and Commercial Bankers. The role delivers exceptional customer service and ensures adherence to company standards and regulatory requirements. The specialist interacts with clients directly and indirectly, handling requests on behalf of bankers related to loan closings, deposit account openings, collateral and documentation, and account maintenance and management. They listen to clients, take ownership of issues, help maintain client relationships and contact plans, and support relationship growth and retention through referrals, service, and product and process knowledge. The specialist works with support groups including Underwriters, Analysts, Risk Management, and Operations. The role also supports loan underwriting and origination, loan and deposit servicing, portfolio management, referrals, vendor management, and compliance. It requires organization, efficiency, confidentiality, proficiency with office tools, and the ability to work under pressure and meet deadlines. The position requires a high school diploma or equivalent experience. At least two years of secretarial or executive assistant experience is preferred, preferably in a financial institution; hands-on banking experience is an asset.
Requirements
- High school graduate or equivalent experience.
- Proficient typing, calculator, and word processing skills.
- Proficiency with Excel and Word.
- Ability to work under pressure and meet deadlines.
- Ability to maintain confidential information.
- Strong organization and efficiency.
- Valid driver license for the state of residence.
Nice To Haves
- At least two years of secretarial or executive assistant experience, preferably in a financial institution.
- Hands-on banking experience.
- Knowledge of Jack Henry or similar systems.
Responsibilities
- Assist lenders with loan underwriting and ensure documents are completed accurately and on time.
- Assist lenders with loan documentation, excluding clean-up, and provide administrative support as needed.
- Assist customers with general loan inquiries, particularly payment information.
- Review loan packages and documentation to support thoroughness and resolution of exceptions.
- Assist lenders with relationship summaries, customer exposure limits, and credit report retrieval.
- Use knowledge of commercial deposit cash management solutions to help onboard and service client relationships.
- Make General Ledger entries to facilitate customer fund transfers or payments.
- Handle confidential and time-sensitive material.
- Assist with planning and organizing public relations projects.
- Track customer referral programs.
- Track employee referrals and incentive programs, including merchant services, insurance, and investments.
- Assist with management of non-interest income vendors.
- Support lenders throughout loan origination, including communication with lawyers.
- Coordinate with lenders on portfolio management, including maturing loans and servicing.
- Create CIF records and open deposit accounts when applicable.
- Follow Bank policies and procedures and applicable federal and state regulations and laws.
- Follow regulatory requirements relating to BSA, AML, CIP, and OFAC to help identify, detect, and deter money laundering and other unlawful activities.
- Perform other duties as assigned.
- Obey applicable federal laws, rules, and regulations relating to AML, including the BSA.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
High school or GED
