Relationship Specialist

Towne Family of Companies•Southern Shores, NC

1d•Onsite

About The Position

The Relationship Specialist serves as the primary contact for member service assistance within assigned Officer portfolios, handling a variety of tasks related to deposit and loan processing. This role requires a strong work ethic, excellent communication skills, and the ability to work independently and as part of a team. The specialist will manage member requests, process transactions, assist with loan servicing, and ensure adherence to all applicable federal laws and regulations, including AML and BSA.

Requirements

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

Nice To Haves

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

Responsibilities

Serve as the contact person for member service assistance with assigned Officers’ portfolios.
Process requests for transfers of funds and other needs.
Safeguard member information and communications.
Follow up and clear all outstanding deposit exceptions.
Pull reports for Officers as needed.
Meet with officers weekly to manage business development.
Process transfer requests.
Process wire transfers and stop payments.
Decision overdrafts and non-post items daily.
Open accounts for members.
Manage the process of fraud for impacted members, including completing affidavits and posting restrictions on accounts.
Assist members with account research.
Coordinate member needs with appropriate departments and follow up to ensure satisfaction.
Assist members with ordering checks, ATM/Debit cards, and online banking enrollment.
Assist Officers with sales calls as requested.
Provide excellent service to members and bankers.
Prepare Debt Summary (if applicable).
Prepare loan payoff quotes upon request.
Accept loan payoff checks and prepare appropriate transaction tickets.
Monitor weekly past due loan payments and update comments weekly for Officer.
Prepare LCA – set up automatic loan payments, express requests, waive late fees, etc.
Adhere to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
Perform other duties as assigned.