Provide direct support to the Business Banking client around onboarding, sales and service, and ongoing client relationship management
Develop and facilitate the client’s engagement through managing customer relationships, customer service interaction, credit, deposit, and treasury service processes
Provide guidance, mentorship, and training to the RSI and RSII roles
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
Perform necessary research and maintenance to provide or facilitate solutions
Serve as backup to other Relationship Specialists as needed
Research, troubleshoot and solve customer issues and communicate “best practices” for consistent solutions
Facilitate reporting for Business Banking teams and stakeholders
Adhere to all applicable laws and regulations governing bank operations
Facilitate new account deposit openings and manage the cross-sell implementation of all related product set-ups