Business Banking Relationship Specialist II
Business Banking Relationship Specialist II
Posted on :
20-06-2025
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1 Vacancy
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Job Description
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 banks 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.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Key Skills
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