Wholesale Relationship Advisor II

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

📋 Description

• Manage and take charge of daily client relationship oversight for designated commercial clients.

• Retain clientele, discover cross-sell opportunities, and enhance client satisfaction and loyalty.

• Maintain and grow credit commitments following the guidelines set by the Commercial Loan Policy.

• Deliver daily client interactions, customer service, fee realization, document-file management, and ensure compliance in account operations.

• Oversee initiatives for product enhancements, cross-sell penetration, and the introduction of new services.

• Extend and supervise both existing and proposed credit commitments.

• Offer industry-specific customer service support and assist with cross-sell initiatives as a trusted advisor.

• Ensure proper booking and reporting of collateralized deposits.

• Identify, evaluate, manage, monitor, and communicate risks within the Bank's risk framework.

• Act as the primary daily contact for assigned clients, addressing or escalating issues as necessary.

• Respond promptly to client inquiries, questions, and service-related issues.

• Collaborate with external vendors and internal business partners to resolve client-related challenges.

• Supervise client conversions and de-conversions, ensuring deadlines are met and project obstacles are resolved.

• Implement new client services in collaboration with both internal and external stakeholders.

• Represent the Bank in civic, governmental, community, charitable, banking, and professional organizations.

• Review and authorize fee invoices; ensure accurate follow-up on payments and billing.

• Meet with clients as required.

• Utilize CRM systems to maintain records of client communications.

• Engage in special projects as needed.

• Provide mentorship and guidance to junior team members.

⛳️ Requirements

• At least 3 years of experience within the financial services sector.

• A 4-year college degree is required, or equivalent professional experience.

• Experience in commercial credit underwriting is mandatory.

• Demonstrated strong organizational and multitasking skills.

• Experience in environments that prioritize individual accountability alongside team-based performance.

• Excellent communication and negotiation skills with both internal and external clients.

• Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.

• Exceptional interpersonal, written and verbal communication, negotiation, and analytical skills.

• A strong eagerness to learn and develop professionally.

• Ability to manage and prioritize multiple tasks effectively.

🏝️ Benefits

• Comprehensive benefits programs that support physical, financial, emotional, and social well-being.

• Eligibility for an incentive compensation plan based on company, business line, and/or individual performance.

• Competitive and differentiated compensation packages.

• Employee rewards and recognition programs.

• A culture that promotes inclusivity.

• Commitment to equal employment opportunity.