Commercial Relationship Specialist

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Job Description:

• Assists Relationship Manager(s) by performing daily support activities related to client relationships and keeps respective Relationship Manager informed when appropriate
• Acts as point of contact for Commercial Banking clients for all servicing requests related to client relationship
• Attends weekly scheduled meetings with Relationship Manager(s) to discuss workflow items such as renewals, new pipeline items, servicing requests, past due reports, etc.
• Provides reports for Relationship Manager(s) such as 360 Report, Weekly Sales Report, One View Pipeline Report, Maturities, Past Due and Exception Reporting
• Facilitates and manages credit application workflow as it applies to the appropriate credit channel including collecting financial information from client, submitting facility application and managing loan workflow to closing
• Manages post-closing requirements including tickler requirements and exception citing's
• Manages Relationship Manager(s) loan maturity pipeline, ensuring that renewals are approved and closed in a timely manner
• Acts as a liaison between Credit Products and the Commercial Team with both underwriting and loan fulfillment processes and procedures and manages due diligence collection from clients
• Assists Relationship Manager(s) with sales support functions to include marketing requests, client and prospect presentations and building prospect information files
• Opens new deposit products for clients
• Works closely with Treasury Management team to successfully onboard new Treasury Management clients as well as provide guidance to Treasury Management clients to the appropriate resource for servicing
• Maintains consistent data integrity for relationship team’s client accounts within all source systems
• Maintains One View administrative data to include updating client contact information, merging client records, managing pipeline reports for renewals and creating prospect/centers of influence (COIs) records
• Manages data organization within Relationship Grouping Application (RGA) to ensure client records are properly grouped for accurate 360 reporting
• Provides support if assigned for clients in specialized business segments such as GIB, SBA, and AG within Commercial Banking
• Supports Relationship Manager(s) with miscellaneous administrative tasks as assigned

This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.

• Bachelor’s degree
• Or High School Diploma or GED and two (2) years of general banking experience

• College degree

• Ability to partner with various internal partners across the organization
• Ability to research, analyze data and derive facts
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Strong verbal, written communication, and organizational skills
• Strong work ethic and self-motivation

This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

Full time

Pay ranges…