Business Banking Relationship Specialist III

This is a fully remote position, open to applicants in North Carolina, +2 more states.

📋 Description

• Offers direct assistance to Business Banking clients regarding onboarding, sales, service, and ongoing relationship management.

• Cultivates and manages client engagement through effective customer relationship management, service interactions, and processes related to credit, deposits, and treasury services.

• Provides mentorship, guidance, and training to the RSI and RSII positions.

• Coordinates the execution of client sales and service with Business Banking teams and partner organizations.

• Ensures that all incoming customer requests, inquiries, and escalated issues are addressed consistently and professionally.

• Conducts necessary research and maintenance to facilitate solutions, and where applicable, logs and resolves customer complaints.

• Acts as a backup for other Relationship Specialists as needed.

• Investigates, troubleshoots, and resolves customer issues while communicating best practices for consistent solutions.

• Facilitates reporting for Business Banking teams and stakeholders to effectively manage workflows related to client sales, compliance, credit management, renewals, and partner referrals.

• Complies with all relevant laws and regulations governing banking operations.

• Facilitates the opening of new account deposits and manages the cross-sell implementation of all associated product setups.

• Proactively manages overdrafts, unposted items, and loan payment issues requiring correction.

• Oversees the communication, development, and documentation of all policies and procedures.

• Fosters shared knowledge within teams and ensures consistent execution of Business Banking customer service procedures.

• Participates in various projects, initiatives, and committees aimed at enhancing efficient and streamlined work processes.

⛳️ Requirements

• High school diploma or equivalent required.

• A minimum of seven years of experience in business, retail banking, or a related industry is essential.

• Experience in customer service and Business Loans is required.

• Proficient in CSI or similar document preparation banking software.

• Exceptional customer service skills.

• Strong computer proficiency, particularly with Microsoft Office Suite.

• Excellent written, oral, and interpersonal communication abilities.

• Detail-oriented and focused on quality.

• Highly organized with a strong attention to detail.

• Capable of prioritizing and managing multiple tasks effectively.

• Adaptable and flexible in response to change.

• Superior time management and problem-solving capabilities.

• Ability to work independently as well as collaboratively within a team environment.

• Strong analytical and problem-solving skills.

🏝️ Benefits

• General information on our comprehensive benefits package can be found by visiting this link.