Relationship Specialist- Clean Energy & Public Sector Banking

River City Bank•Sacramento, CA

About The Position

The Relationship Specialist supports the Clean Energy and Public Sector Banking Divisions in managing and growing the deposit portfolio. The role coordinates service among clients, prospects, Relationship Managers, Portfolio Managers, Business Development Officers, Cash Management, and other Bank departments, helping provide an exceptional client experience through accurate service, clear communication, organization, and follow-through. The specialist serves as a primary day-to-day contact for assigned clients, supports deposit account administration and onboarding, coordinates treasury management services, prepares and tracks documentation, and maintains organized records. The role also assists with account reviews, banking proposals, sales presentations, client meetings, and new-client transitions; researches and resolves routine issues; and escalates sensitive or recurring matters as appropriate. The position requires maintaining confidentiality and complying with applicable regulations and Bank policies and procedures.

Requirements

High school diploma or equivalent required.
At least two years of related experience in banking, financial services, customer service, client support, or a comparable detail-intensive environment.
Excellent written and verbal communication skills and ability to communicate professionally with clients and colleagues at all levels.
Customer service orientation and ability to manage sensitive or time-critical requests professionally.
Strong attention to detail, organization, prioritization, documentation, and follow-through skills.
Ability to work independently, exercise sound judgment within established procedures, and collaborate effectively in a team environment.

Nice To Haves

College degree preferred.
Knowledge of bank operations and business deposit accounts preferred.
Knowledge of cash management or treasury management products and services is a plus.

Responsibilities

Serve as a primary day-to-day service contact for assigned clean energy and public sector clients, responding professionally by telephone, email, and in person.
Listen to clients, clarify needs, set expectations, and manage service requests through resolution.
Support Relationship and Portfolio Managers with deposit portfolio administration, onboarding, account opening documentation, signature card updates, account maintenance, authorized signer changes, and related requests.
Coordinate with Cash Management and other Bank teams on treasury management services, including commercial online banking, ACH, online wire transfers, bill pay, Remote/Mobile Deposit Capture, Positive Pay, and business credit/debit cards.
Prepare, review, route, and track client documents and internal forms for completeness, accuracy, authorization, and timely submission.
Maintain organized client records, request logs, follow-up items, and supporting documentation.
Prioritize emails, requests, deadlines, and follow-ups, and provide status updates to clients, Relationship/Portfolio Managers, and Business Development Officers.
Liaise among clients, Relationship/Portfolio Managers, Cash Management, Operations, Compliance, and other Bank departments to facilitate accurate and timely service.
Assist with new-client transitions and implementation activities.
Support deposit account reviews, service analyses, banking proposals, sales presentations, client meeting preparation, and follow-up activities.
Maintain working knowledge of Bank deposit, cash management, and related products, and identify resources or solutions appropriate to client needs.
Research and resolve routine account or service issues and escalate irregular, sensitive, or recurring matters to the appropriate Relationship Manager or management contact.
Identify recurring service issues and recommend practical improvements to processes, communication, documentation, or training.
Maintain confidentiality and comply with applicable Federal and State regulations and Bank policies and procedures.
Perform other duties as assigned.