Business Banking Relationship Specialist, Senior

Role Overview

• 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
• Actively manage overdrafts, unposted items, and loan payment issues needing correction
• Manage the communication and documentation of all policies and procedures
• Create common knowledge within teams and consistent execution of Business Banking customer service procedures
• Open Business Banking deposit accounts according to guidelines and procedures
• Facilitate cross-sell of related products with new deposit openings
• Partner with Relationship Managers to coordinate the set-up and onboarding of Treasury products
• Prepare tickets, OTEs, and/or wire transfers as needed
• Mentor, coach, and train new and existing Relationship Specialists

Requirements

• High school diploma or equivalent
• Seven+ years business, retail banking or industry related experience required
• Customer service and Business Loan experience required
• Working knowledge of CSI or comparable document preparation banking software
• Superior customer service skills
• Excellent computer skills relevant to Microsoft Office Suites
• Excellent written, oral, and interpersonal communication skills
• Detail oriented and quality focused
• 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
• Excellent problem solving and analytical skills

Benefits

• Health insurance
• 401(k) matching
• Flexible work hours
• Paid time off
• Incentive compensation plan
• Profit sharing bonus program