Business Banking Relationship Specialist III

Role Overview

• Provides direct support to the Business Banking client around onboarding, sales and service and ongoing client relationship management
• Develops and facilitates the client’s engagement through managing customer relationships, customer service interaction, credit, deposit, and treasury service processes
• Provides 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.
• Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints
• Serve as backup to other Relationship Specialists as needed.
• Research, troubleshoot and solve customer issues and communicate “best practices” to enable consistent solutions
• Facilitate reporting for Business Banking teams and stakeholders to actively manage workflow around client sales, compliance, credit management, renewals and partner referrals.
• 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, 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.

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

• General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.