Business Banking Relationship Specialist, Senior

This is a fully remote position, open to applicants in Virginia.

📋 Description

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

• Cultivate and enhance client engagement by overseeing customer relationships, service interactions, credit processes, deposit services, and treasury solutions.

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

• Coordinate the execution of client sales and service alongside Business Banking Teams and partner organizations.

• Ensure that all incoming customer requests, inquiries, and escalated issues are addressed in a consistent and professional manner.

• Conduct necessary research and maintenance to provide or facilitate effective solutions.

• Act as a backup for other Relationship Specialists when required.

• Investigate, troubleshoot, and resolve customer issues while communicating “best practices” for consistent solutions.

• Prepare reports for Business Banking teams and stakeholders.

• Comply with all relevant laws and regulations governing bank operations.

• Assist with new account deposit openings and manage the implementation of all related product setups for cross-selling.

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

• Oversee the communication and documentation of all policies and procedures.

• Foster a shared knowledge base within teams and ensure consistent execution of Business Banking customer service procedures.

• Open Business Banking deposit accounts in accordance with established guidelines and procedures.

• Facilitate the cross-selling of associated products during new deposit openings.

• Collaborate with Relationship Managers to coordinate the setup and onboarding of Treasury products.

• Prepare tickets, OTEs, and/or wire transfers as necessary.

• Mentor, coach, and train both new and existing Relationship Specialists.

⛳️ Requirements

• High school diploma or equivalent.

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

• Experience in customer service and Business Loan processes is required.

• Familiarity with CSI or similar document preparation banking software.

• Exceptional customer service skills.

• Proficient computer skills, particularly with Microsoft Office Suites.

• Strong written, verbal, and interpersonal communication abilities.

• Detail-oriented with a focus on quality.

• Well-organized with strong attention to detail.

• Capable of prioritizing and managing multiple tasks effectively.

• Adaptable and flexible in response to change.

• Excellent time management and problem-solving capabilities.

• Ability to work independently as well as part of a team.

• Strong analytical and problem-solving skills.

🏝️ Benefits

• Health insurance.

• 401(k) matching.

• Flexible work hours.

• Paid time off.

• Incentive compensation plan.

• Profit sharing bonus program.