This position provides direct support to the Business Banking client around onboarding, sales and service and ongoing client relationship management in coordination with the Business Banking Relationship Managers and Business Banking Team Leaders. Develops and facilitates the client’s engagement through managing customer relationships, customer service interaction, credit and deposit services processes and other client/internal support responsibilities.
Position Accountabilities
- 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.
- Serve as backup to other Relationship Specialists as needed.
- Research, troubleshoot and solve customer issues and communicate “best practices” to enable consistent solutions are being developed to achieve top level customer service.
- Facilitate reporting for Business Banking teams and stakeholders to actively manage work flow around client sales, compliance, credit management, renewals and partner referrals.
- Adhere to all applicable laws and regulations governing bank operations, as well as conformity with the bank’s loan documentation & administration policies.
- Facilitate new account deposit openings and manage the cross-sell implementation of all related product set-ups. Actively manage overdrafts 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.
- Open Business Banking deposit accounts according to guidelines and procedures. Facilitate cross-sell of related products with new deposit openings.
- Process payments, advances on loans, account maintenance, research on client accounts include maintaining files and clearing exceptions as needed.
- Adhere to all applicable laws and regulations governing bank operations
- Work directly with Centralized Doc Support on preliminary loan closing requirements such as flood certifications, credit reports, appraisals, environmental reports, UCC searches, or other reports as needed.
- Prepare tickets and/or wire transfers as needed
- Prepare pay off quotes and handle releases
- Work directly with Centralized Doc Support as it pertains to business banking loan closing packages
- Performs other duties as assigned
Organizational Relationship
This position reports to the Business Banking Relationship Specialist Manager
Position Qualifications
Education & Experience
- High school diploma or equivalent
- Five+ years business, retail banking or industry related experience required
- Customer service and Business Loan experience a plus.
Knowledge & Skills
- Working knowledge of Laser Pro or comparable document preparation banking software
- Superior customer service skills
- Excellent computer skills relevant to Microsoft Office Suites
- Excellent communication skills
- 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
- Analytical skills
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.
We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.