Commercial Relationship Specialist

About Us

Join Dogwood a North Carolina state-chartered community bank named as a Best Employer in North Carolina for multiple consecutive years! Dogwood has had immense success in recent years with a passion for serving our customers and communities. As a vital asset to Dogwood our team members play a crucial role in delivering exceptional financial services through our branches and online offerings across the Carolinas and Tennessee. With deep roots in the communities we serve we pride ourselves on being an employer of destination. At Dogwood our core values of love and respect shine through in every aspect of our work. We are a dedicated team committed to making a meaningful impact on the lives of our customers and communities.

Position Summary

Commercial Relationship Specialist will provide administrative production portfolio management and compliance support to Market Executives and Commercial Bankers. Ensure adherence to standards and regulatory requirements. The Commercial Relationship Specialist delivers exceptional customer experience during every interaction. They interact directly and indirectly with high value clients fulfilling requests made on behalf of the bankers they support around loan closings deposit account openings collateral and documentation and account maintenance and management. Commercial Relationship Specialists demonstrate a high standard of client care actively listen to clients to understand their needs and take ownership of problems and issues. They assist bankers in maintaining relationship and contact plans for client base. They ensure relationships are expanding and retained through referral to partners and affiliates exceptional service delivery and application of product and process knowledge. They work closely with other support groups as needed to assist bankers (such as underwriters analysts risk management and operations).

Key Responsibilities

• Assist lenders with loan underwriting to help ensure documents are completed in an accurate and timely manner.
• Assist lenders with loan documentation exception clean-up and provides administrative support to the Banks lenders as needed.
• Assists customers with general loan inquiries specifically payment information.
• Understands loan packages and documentation to assist lenders with thoroughness and clearing of exceptions.
• Assist lenders with relationship summaries customer exposure limits and pulling credit reports.
• Knowledge of commercial deposit cash management solutions to assist in onboarding and servicing client relationships.
• Makes necessary General Ledger entries to assist customers with transfer of funds or making payments.
• Has responsibility for confidential and time-sensitive material.
• Assists with planning and organizing a variety of public relations projects.
• Responsible for tracking customer referral programs.
• Responsible for the tracking of employee referrals and incentive programs including but not limited to merchant services insurance and investments.
• Assists in management of non-interest income vendors.
• Assist lenders throughout loan origination process including communication with lawyers.
• Coordinates with lenders on portfolio management to include maturing loans servicing etc.
• As applicable responsible for creating CIF records and opening deposit accounts.
• Perform other duties as assigned.

Additional Responsibilities

• Adheres specifically to all Bank policies and procedures Federal and State regulations and laws.
• Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA) Anti-Money Laundering (AML) Customer Identification Program (CIP) and OFAC to assist in the identification detection and determent of money laundering or other unlawful activities.

General Qualifications

• Must be a high school graduate or possess equivalent experience.
• A minimum of two years secretarial or executive assistant experience is preferred preferably in a financial institution. Hands-on banking experience is a definite asset.
• Proficient typing calculator and word processing skills are required.
• Must have the ability to work under pressure meet deadlines and keep confidential information. Organization and efficiency are an essential aspect of this position. Proficiency with excel and word is required.
• Knowledge of Jack Henry or other similar experiences will be beneficial.
• A valid driver license of the state in which they reside.

Physical & Mental Demands

Vision hearing speech movements require the use of wrists hands and/or fingers. Must be able to sit stand stop bend and lift up to 50 pounds. Must have the ability to work the days and hours required to fulfill the essential functions of the position. Quick thinking adaptability and exercise discretion when necessary.