Provide support for a portfolio of customers
Work with business client managers to maintain a portfolio of accounts
Oversee overall customer experience
Produce loan reports and forms related to initiation of the documentation process
Assist in financial statement analysis for non-complex relationships
Handle customer issues and assist in decisions with business client managers
Evaluate profitability and risk of designated portfolio
Help with customer associated risk management
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Interact with internal customers
Receive directions from leaders
Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
1+ year of experience with Treasury Management products and services
Previous call center experience
Excellent customer service experience with client contact
Experience with TSYS, CCAT and other commercial card systems
Strong telephone etiquette skills
Ability to navigate multiple computer systems, applications, and utilize search tools to find information.
Experience with ServiceView
Strong analytical skills with high attention to detail and accuracy
Intermediate Microsoft Office skills, especially with Outlook, Excel and PowerPoint
Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
Excellent verbal, written, and interpersonal communication skills
Ability to work in a fast-paced deadline driven environment with attention to detail
Experience partnering with internal and external teams to meet the needs of the customer

Business Relationship Support Representative

Key skills