Commercial Relationship Service Specialist Senior

Commercial Relationship Service Specialist Seniors

Commercial Relationship Service Specialist Seniors serve as the primary service contact for assigned Commercial customers and Relationship Managers. Duties & responsibilities include acting and making decisions in coordination or on behalf of Relationship Managers, connecting or informing other bank colleagues to enable seamless transition of service for non-credit products. Often assigned to support the most complex, visible, large, and/or sensitive customers and services. They take initiative to facilitate customer onboarding in conjunction with RM, ensuring regulatory and system requirements are met, including new and existing entities, triggering events, and clearing exceptions and diligence cases. They work directly with customer and deal team colleagues.

They obtain/review customer information, prepare documents for customer signatures required to open commercial deposit accounts and business online, satisfy legal, technical, and compliance requirements, and provide information to customers on deposit product types and features. They service commercial deposit accounts, including updates to signers, account holds, CD renewals, manage overdrafts and approval process for time-sensitive decisioning, account closures, fraud protocols and interim monitoring, customer courtesy wires and funds movement, support RM requests relating to deposit portfolio.

They service commercial loans, including customer requests for advances, rate changes, insurance monitoring, research of past dues, invoices, misapplied payments, and other issues, support RM requests and special handling of unique administration requirements relating to loan portfolio. They transition customers to Treasury Management and other departments when needed for non-credit product implementation and service, may provide customer support for business online, mentor and assist in training less experienced colleagues, participate in projects as assigned.

Basic qualifications include 5+ years' experience in commercial banking customer service experience, high school diploma or equivalent. Preferred qualifications include the ability to use independent judgment, ability to handle complex customer service issues, bachelor's degree. Exempt status is not eligible for overtime pay. Workplace type is office, with a flexible work arrangement combining in-office and work from home.