Business Banking Relationship Specialist II

Position Accountabilities

• Coordinate client sales and service execution with Business Banking Teams and partner groups.
• Ensure that daily incoming customer requests, inquiries and escalated issues are solved in a consistent, professional manner.
• Serve as backup to other Relationship Specialists as needed.
• Research, troubleshoot and solve customer issues and communicate “best practices” to enable consistent solutions are being developed to achieve top level customer service.
• Facilitate reporting for Business Banking teams and stakeholders to actively manage work flow around client sales, compliance, credit management, renewals and partner referrals.
• Adhere to all applicable laws and regulations governing bank operations, as well as conformity with the bank’s loan documentation & administration policies.
• Facilitate new account deposit openings and manage the cross-sell implementation of all related product set-ups. Actively manage overdrafts and loan payment issues needing correction. 
• Manage the communication, development and documentation of all policies and procedures. Create common knowledge within teams and consistent execution of Business Banking customer service procedures.
• Participation in projects, initiatives and committees to develop efficient, streamlined work processes.
• Open Business Banking deposit accounts according to guidelines and procedures. Facilitate cross-sell of related products with new deposit openings.
• Process payments, advances on loans, account maintenance, research on client accounts include maintaining files and clearing exceptions as needed.
• Adhere to all applicable laws and regulations governing bank operations
• Work directly with Centralized Doc Support on preliminary loan closing requirements such as flood certifications, credit reports, appraisals, environmental reports, UCC searches, or other reports as needed.
• Prepare tickets and/or wire transfers as needed
• Prepare pay off quotes and handle releases
• Work directly with Centralized Doc Support as it pertains to business banking loan closing packages
• Performs other duties as assigned

Organizational Relationship

  This position reports to the Business Banking Relationship Specialist Manager

 

Position Qualifications

Education & Experience

• High school diploma or equivalent
• Five+ years business, retail banking or industry related experience required
• Customer service and Business Loan experience a plus.

Knowledge & Skills

• Working knowledge of Laser Pro or comparable document preparation banking software
• Superior customer service skills

• Excellent computer skills relevant to Microsoft Office Suites
• Excellent communication skills
• Well organized with attention to detail
• Ability to prioritize and manage multiple priorities
• Flexible, able to adapt to change
• Superior time management and problem solving skills
• Ability to work independently as well as within a team environment
• Analytical skills

 

We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.