Relationship Specialist

Towne Family of Companies•Virginia Beach, VA

About The Position

Essential Responsibilities: Deposit Process: Serving as the contact person for any member service assistance with assigned Officers’ portfolios. Processing requests for transfers of funds and other needs as they arise. Safeguarding member information and communications. Following up and clearing all outstanding deposit exceptions. Pulling reports for Officers as needed. Meeting with officers weekly to manage business development. Processing transfer requests. Processing wire transfers and stop payments. Decision overdrafts and non-post items daily. Opening accounts for members. Managing the process of fraud for impacted members – completing affidavits, posting restrictions on accounts, etc. Assisting members with account research as needed. Coordinating the needs of members with appropriate departments and following up to ensure satisfaction of service. Assisting members with ordering checks, ATM/Debit cards and online banking enrollment. Assisting Officers with sales calls as requested. Loan Process: Provide excellent service to our members and bankers. Prepare Debt Summary (if applicable). Preparing loan payoff quotes upon request from members. Accepting loan payoff checks and preparing appropriate transaction tickets. Monitoring weekly past due loan payments and update comments weekly for Officer. Prepare LCA – set up automatic loan payments, express requests, waive late fees, etc. Core Responsibilities: Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA). Other duties as assigned.

Requirements

Has a strong work ethic and is highly motivated to always deliver financial services and solutions with the highest ethical standards.
Has the ability to work independently and as a team to make intelligent decisions using sound judgement.
Demonstrates computer proficiency in Microsoft Office.
Has strong verbal and written communication skills.
Is supportive of team goals and initiatives.
Ability to listen well and resolve member issues in a positive manner.
Can multi-task on a daily basis and can learn new processes effectively.
Is able to learn new product information and promote benefits to members.

Nice To Haves

Has 3 to 5 years of experience in banking.
Previous experience in the following programs: Insight, Power BI, BPI and NextGen

Responsibilities

Serving as the contact person for any member service assistance with assigned Officers’ portfolios.
Processing requests for transfers of funds and other needs as they arise.
Safeguarding member information and communications.
Following up and clearing all outstanding deposit exceptions.
Pulling reports for Officers as needed.
Meeting with officers weekly to manage business development.
Processing transfer requests.
Processing wire transfers and stop payments.
Decision overdrafts and non-post items daily.
Opening accounts for members.
Managing the process of fraud for impacted members – completing affidavits, posting restrictions on accounts, etc.
Assisting members with account research as needed.
Coordinating the needs of members with appropriate departments and following up to ensure satisfaction of service.
Assisting members with ordering checks, ATM/Debit cards and online banking enrollment.
Assisting Officers with sales calls as requested.
Provide excellent service to our members and bankers.
Prepare Debt Summary (if applicable).
Preparing loan payoff quotes upon request from members.
Accepting loan payoff checks and preparing appropriate transaction tickets.
Monitoring weekly past due loan payments and update comments weekly for Officer.
Prepare LCA – set up automatic loan payments, express requests, waive late fees, etc.
Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
Other duties as assigned.