Job Description
*Summary: *
Commercial Relationship Service Specialist Seniors serve as the primary service contact for assigned Commercial customers and Relationship Managers.
*Duties & Responsibilities:*
* Acts and makes decisions in coordination or on behalf of Relationship Managers; connects or informs 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
* Takes initiative to facilitate customer onboarding in conjunction with RM; ensures regulatory and system requirements are met; includes new and existing entities, triggering events, and clearing exceptions and diligence cases; works directly with customer and deal team colleagues
* Obtains/reviews customer information, prepares documents for customer signatures required to open commercial deposit accounts and business online; satisfies legal, technical, and compliance requirements; provides information to customers on deposit product types and features
* Services commercial deposit accounts, including updates to signers, account holds, CD renewals; manages overdrafts and approval process for time-sensitive decisioning; account closures; fraud protocols and interim monitoring; customer courtesy wires and funds movement; supports RM requests relating to deposit portfolio
* Services commercial loans, including customer requests for advances; rate changes; insurance monitoring; research of past dues, invoices, misapplied payments, and other issues; supports RM requests and special handling of unique administration requirements relating to loan portfolio
* Transitions customers to Treasury Management and other departments when needed for non-credit product implementation and service; may provide customer support for business online
* May mentor and assist in training less experienced colleagues; participates in projects as assigned
*Basic Qualifications:*
* Minimum 5 years' experience in Commercial Banking
* High school diploma or equivalent
*Preferred Qualifications:*
* Ability to use independent judgment
* Ability to handle complex customer service issues
* Bachelor's degree
Job Type: Full-time
Pay: $70,000.
00 - $75,000.
00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Flexible schedule
* Health insurance
* Paid time off
* Vision insurance
Experience level:
* 3 years
Shift:
* Day shift
Weekly day range:
* Monday to Friday
Work setting:
* Hybrid work
* Office
Work Location: Hybrid remote in Cleveland, OH 44114
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